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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
HEIP
3076
Hudson Edge Investment Partners
New Jersey
$24.7K
4FG
3077
4Thought Financial Group
New York
$24.2K
DI
3078
DAGCO Inc
Ohio
$24.2K
RWM
3079
Ruedi Wealth Management
Illinois
$22.7K -$4.65K -10 -18%
PWA
3080
Provenance Wealth Advisors
Florida
$22.7K
CTWM
3081
Cherry Tree Wealth Management
Minnesota
$22.2K
HI
3082
Hoey Investments
Pennsylvania
$22.1K
RS
3083
Rakuten Securities
Japan
$21.7K -$12.1K -26 -37%
KWAG
3084
Kiely Wealth Advisory Group
North Carolina
$21.2K
WIM
3085
Westside Investment Management
California
$20.7K
NMM
3086
Naples Money Management
Florida
$20.2K
NAAA
3087
New Age Alpha Advisors
New York
$19.8K +$18.6K +40 New
TC
3088
Truvestments Capital
Florida
$19.8K +$18.6K +40 New
TC
3089
Tacita Capital
Ontario, Canada
$18.8K
TPW
3090
Talon Private Wealth
Florida
$18.8K +$17.7K +38 New
RF
3091
Robbins Farley
New Hampshire
$17.8K
SWM
3092
Sanctuary Wealth Management
Idaho
$17.8K
MWA
3093
MFA Wealth Advisors
Pennsylvania
$17.4K -$62.8K -135 -79%
SIM
3094
Studio Investment Management
Illinois
$17.3K
WCM
3095
Westend Capital Management
California
$17.3K
NECFA
3096
New England Capital Financial Advisors
Connecticut
$16.9K -$3.25K -7 -17%
FG
3097
Fairman Group
Pennsylvania
$16.3K
IAIM
3098
International Assets Investment Management
Florida
$16.3K +$3.74B +8,035,099 +120,665%
TLA
3099
Tanglewood Legacy Advisors
Texas
$15.3K
MFT
3100
Moisand Fitzgerald Tamayo
Florida
$13.8K

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.