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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
PWPS
1476
Pinnacle Wealth Planning Services
Ohio
$2.58M +$25.1K +54 +1%
SAM
1477
S.A. Mason
Michigan
$2.56M +$6.98K +15 +0.3%
HBT
1478
Heartland Bank & Trust
Illinois
$2.55M -$61.9K -133 -3%
GFG
1479
Goldstone Financial Group
Illinois
$2.55M +$963K +2,070 +67%
GIM
1480
Gold Investment Management
Alberta, Canada
$2.55M -$166K -358 -6%
S
1481
SimplyRich
California
$2.55M
DRS
1482
Deane Retirement Strategies
Louisiana
$2.55M +$9.3K +20 +0.4%
JSC
1483
Jackson Square Capital
California
$2.54M -$302K -649 -11%
FHA
1484
First Horizon Advisors
Tennessee
$2.54M +$94.9K +204 +4%
FFN
1485
Focus Financial Network
Minnesota
$2.52M -$33K -71 -1%
SC
1486
Sepio Capital
Utah
$2.51M +$133K +287 +6%
VWA
1487
Visionary Wealth Advisors
Illinois
$2.5M -$1.1M -2,370 -32%
EFM
1488
Eley Financial Management
Vermont
$2.5M -$5.58K -12 -0.2%
AC
1489
Avestar Capital
New York
$2.5M +$51.2K +110 +2%
SIA
1490
SkyView Investment Advisors
New Jersey
$2.49M +$94.4K +203 +4%
JHP
1491
James Hambro & Partners
United Kingdom
$2.49M +$14K +30 +0.6%
PWP
1492
Principle Wealth Partners
Connecticut
$2.49M -$930 -2 -0%
NCGI
1493
Next Century Growth Investors
Minnesota
$2.48M -$1.78M -3,820 -43%
LCM
1494
Landscape Capital Management
New Jersey
$2.47M -$206K -444 -8%
BLAM
1495
Bourne Lent Asset Management
New York
$2.47M
HR
1496
Hardy Reed
Mississippi
$2.47M +$29.8K +64 +1%
PSB
1497
Passumpsic Savings Bank
Vermont
$2.46M +$64.6K +139 +3%
SW
1498
SteelPeak Wealth
California
$2.45M +$13K +28 +0.6%
MCM
1499
Moore Capital Management
New York
$2.45M +$1.82M +3,909 +374%
RC
1500
RDST Capital
Washington
$2.43M -$25.6K -55 -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.