We are live on ! Find out more
MA icon

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
Charles Schwab
26
Charles Schwab
California
$2.47B +$46.8M +100,550 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.45B +$9.21M +19,814 +0.4%
Invesco
28
Invesco
Georgia
$2.39B +$117M +250,666 +5%
Capital World Investors
29
Capital World Investors
California
$2.29B +$48.3M +103,871 +2%
American Century Companies
30
American Century Companies
Missouri
$2.22B +$115M +247,458 +6%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$2.2B +$61.2M +131,571 +3%
Amundi
32
Amundi
France
$2.15B -$555M -1,193,016 -22%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$2.05B +$79.7M +171,455 +4%
Fisher Asset Management
34
Fisher Asset Management
Washington
$2.03B +$46.1M +99,145 +2%
Berkshire Hathaway
35
Berkshire Hathaway
Nebraska
$1.97B
ACM
36
AKRE Capital Management
Virginia
$1.94B -$55.2M -118,757 -3%
Polen Capital Management
37
Polen Capital Management
Florida
$1.89B -$189M -406,640 -10%
Brown Advisory
38
Brown Advisory
Maryland
$1.82B +$26.7M +57,309 +2%
UBS Group
39
UBS Group
Switzerland
$1.78B +$93.4M +200,827 +6%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.7B -$121M -259,624 -7%
Principal Financial Group
41
Principal Financial Group
Iowa
$1.5B +$64.6M +138,842 +5%
Parnassus Investments
42
Parnassus Investments
California
$1.39B -$54.2M -116,577 -4%
Temasek Holdings
43
Temasek Holdings
Singapore
$1.39B +$29.2M +62,891 +2%
Barclays
44
Barclays
United Kingdom
$1.36B -$196M -420,550 -13%
Deutsche Bank
45
Deutsche Bank
Germany
$1.32B +$48.9M +105,192 +4%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$1.25B -$29.4M -63,300 -2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.22B -$1.12M -2,400 -0.1%
Wells Fargo
48
Wells Fargo
California
$1.19B +$23.5M +50,585 +2%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$1.16B +$98.4M +211,510 +10%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$1.07B -$827K -1,779 -0.1%

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.