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
CIAS
1726
Capital Investment Advisory Services
North Carolina
$1.54M -$75.8K -163 -5%
CBTWT
1727
Community Bank & Trust (Waco, Texas)
Texas
$1.53M -$646K -1,390 -31%
VF
1728
Virtu Financial
New York
$1.53M +$226K +485 +19%
RGF
1729
Retirement Guys Formula
Ohio
$1.53M +$35.3K +76 +3%
BMCM
1730
Burns Matteson Capital Management
New York
$1.53M -$52.1K -112 -3%
OLVIG
1731
Oliver Lagore Vanvalin Investment Group
Michigan
$1.52M +$47.4K +102 +3%
OFS
1732
Orrstown Financial Services
Pennsylvania
$1.52M +$401K +863 +39%
AGC
1733
Aspen Grove Capital
Colorado
$1.52M -$68.8K -148 -5%
RI
1734
Redwood Investments
Massachusetts
$1.52M -$36.3K -78 -2%
SWP
1735
Semus Wealth Partners
Florida
$1.52M +$30.7K +66 +2%
SHFA
1736
SS&H Financial Advisors
Michigan
$1.52M +$56.3K +121 +4%
PP
1737
Pacifica Partners
Canada
$1.51M +$44.6K +96 +3%
VAG
1738
VisionPoint Advisory Group
Texas
$1.51M +$267K +575 +23%
HCP
1739
Holt Capital Partners
Texas
$1.51M +$2.79K +6 +0.2%
ACM
1740
Aljian Capital Management
Nevada
$1.51M +$1.42M +3,049 New
IDA
1741
Intelligence Driven Advisers
California
$1.5M +$54.4K +117 +4%
PCMC
1742
Private Capital Management (Colorado)
Colorado
$1.5M -$63.2K -136 -4%
CIM
1743
Chiron Investment Management
New York
$1.5M -$4.14M -8,908 -75%
AIM
1744
Acropolis Investment Management
Missouri
$1.5M +$2.79K +6 +0.2%
TWA
1745
TCI Wealth Advisors
Arizona
$1.5M +$6.51K +14 +0.5%
EWA
1746
Encompass Wealth Advisors
Oregon
$1.49M
JFGIW
1747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M -$114K -245 -8%
TFM
1748
TFC Financial Management
Massachusetts
$1.48M +$15.8K +34 +1%
UCB
1749
United Community Bank
South Carolina
$1.48M -$12.1K -26 -0.9%
CSI
1750
Cross Staff Investments
New York
$1.47M -$94.9K -204 -6%

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.