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Mastercard

3,137 hedge funds and large institutions have $351B invested in Mastercard in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 1,254 increasing their positions, 1,229 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 122

12% more capital invested

Capital invested by funds: $315B → $351B (+$36.7B)

6% more funds holding in top 10

Funds holding in top 10: 259275 (+16)

1.15% more ownership

Funds ownership: 77.33%78.49% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 1,254 | Existing positions reduced: 1,229

1% more funds holding

Funds holding: 3,1123,137 (+25)

12% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $3.09B

Holders
3,137
Holders Change
+25
Holders Change %
+0.8%
% of All Funds
45.04%
Holding in Top 10
275
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+6.18%
% of All Funds
3.95%
New
183
Increased
1,254
Reduced
1,229
Closed
122
Calls
$2.72B
Puts
$3.09B
Net Calls
-$374M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2901
Cooper/Haims Advisors
New York
$215K +$202K +435 New
OPPS
2902
Obsidian Personal Planning Solutions
Maryland
$215K +$200K +430 New
HPIA
2903
Hamilton Point Investment Advisors
North Carolina
$214K +$202K +434 New
WPA
2904
West Paces Advisors
Georgia
$214K
SSW
2905
Smith Shellnut Wilson
Mississippi
$212K +$200K +430 New
I
2906
IMPACTfolio
Colorado
$212K +$200K +430 New
PGWM
2907
Pitti Group Wealth Management
New York
$212K
MMHP
2908
Murphy Middleton Hinkle & Parker
Georgia
$211K +$199K +428 New
OWA
2909
Opal Wealth Advisors
New York
$211K -$90.7K -195 -31%
AIA
2910
Accelerate Investment Advisors
California
$210K +$198K +425 New
FSA
2911
Financial Security Advisor
Virginia
$210K +$197K +424 New
EA
2912
Ellsworth Advisors
Ohio
$209K +$197K +424 New
BWA
2913
Brave Warrior Advisors
New York
$208K +$196K +422 New
QP
2914
Quartz Partners
New York
$208K +$196K +422 New
VDI
2915
Vaughan David Investments
Illinois
$208K +$196K +421 New
AWP
2916
Abacus Wealth Partners
California
$208K +$196K +421 New
KL
2917
KWMG LLC
Kansas
$208K +$196K +421 New
RFG
2918
Range Financial Group
Oregon
$207K -$275K -591 -59%
TPWA
2919
TRUE Private Wealth Advisors
Oregon
$206K -$269K -578 -58%
JBA
2920
Johnson Bixby & Associates
Washington
$206K +$194K +418 New
ME
2921
McIlrath & Eck
Washington
$206K -$175K -376 -47%
FWM
2922
Foguth Wealth Management
Michigan
$206K -$141K -303 -42%
PS
2923
Planned Solutions
California
$204K +$193K +414 New
SA
2924
Skyline Advisors
Washington
$204K +$192K +413 New
GWWM
2925
Great Waters Wealth Management
Minnesota
$203K +$192K +412 New

MA Hedge Fund Activity: Q3 2024 in Review

3,137 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q3 2024, worth a combined $351B — up 12% from $315B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new MA positions and 122 closed out — a net gain of 61 holders — while 1,254 added to existing stakes and 1,229 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was DZ Bank, cutting an estimated $589M.

  • 3,137 institutional investors held Mastercard (MA) as of Q3 2024, up from 3,112 in Q2 2024.
  • Funds reported $351B of Mastercard stock for Q3 2024, up 12% quarter-over-quarter.
  • 183 funds opened new Mastercard positions in Q3 2024 and 122 closed out, a net change of +61 holders.
  • The largest Mastercard buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Mastercard seller in Q3 2024 was DZ Bank, an estimated $589M sold.

Based on aggregated 13F filings for Q3 2024.