Mastercard
3,114 hedge funds and large institutions have $343B invested in Mastercard in 2024 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,222 increasing their positions, 1,217 reducing their positions, and 105 closing their positions.
115% more first-time investments, than exits
New positions opened: 226 | Existing positions closed: 105
10% more capital invested
Capital invested by funds: $312B → $343B (+$31.1B)
3% more funds holding
Funds holding: 3,034 → 3,114 (+80)
2% more funds holding in top 10
Funds holding in top 10: 315 → 322 (+7)
0% more repeat investments, than reductions
Existing positions increased: 1,222 | Existing positions reduced: 1,217
1.45% less ownership
Funds ownership: 78.5% → 77.05% (-1.4%)
13% less call options, than puts
Call options by funds: $3.17B | Put options by funds: $3.62B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.11B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$665M |
| 3 |
BlackRock
New York
|
+$631M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$489M |
| 5 |
D.E. Shaw & Co
New York
|
+$425M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.88B |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$578M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$429M |
| 4 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$346M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$330M |
MA Hedge Fund Activity: Q1 2024 in Review
3,114 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q1 2024, worth a combined $343B — up 10% from $312B a quarter earlier.
Buyers outnumbered sellers: 226 funds opened new MA positions and 105 closed out — a net gain of 121 holders — while 1,222 added to existing stakes and 1,217 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $1.11B. The largest seller was Morgan Stanley, cutting an estimated $6.88B.
- 3,114 institutional investors held Mastercard (MA) as of Q1 2024, up from 3,034 in Q4 2023.
- Funds reported $343B of Mastercard stock for Q1 2024, up 10% quarter-over-quarter.
- 226 funds opened new Mastercard positions in Q1 2024 and 105 closed out, a net change of +121 holders.
- The largest Mastercard buyer in Q1 2024 was Bank of Montreal, an estimated $1.11B added.
- The largest Mastercard seller in Q1 2024 was Morgan Stanley, an estimated $6.88B sold.
Based on aggregated 13F filings for Q1 2024.