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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
ZIG
1826
Zuckerman Investment Group
Illinois
$1.29M +$27.4K +59 +2%
HI
1827
Harper Investing
California
$1.29M +$303K +652 +33%
JJBC
1828
James J. Burns & Company
New York
$1.28M +$61.4K +132 +5%
MAWCM
1829
Mine & Arao Wealth Creation & Management
California
$1.28M -$14.9K -32 -1%
TCM
1830
Twin Capital Management
Pennsylvania
$1.27M -$54.9K -118 -4%
M
1831
MOTCO
Texas
$1.27M +$68.4K +147 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
1832
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.27M +$1.19M +2,563 New
DL
1833
DOHJ LLC
Washington
$1.27M +$106K +229 +10%
MAWA
1834
Moss Adams Wealth Advisors
Washington
$1.26M +$106K +227 +10%
KA
1835
Kovack Advisors
Florida
$1.26M +$278K +597 +31%
AWM
1836
Aprio Wealth Management
Georgia
$1.26M +$59.5K +128 +5%
NFA
1837
Northern Financial Advisors
Michigan
$1.25M +$38.1K +82 +3%
SFS
1838
Stiles Financial Services
Minnesota
$1.25M -$26K -56 -2%
EFMC
1839
Empire Financial Management Company
New York
$1.25M +$58.1K +125 +5%
DWM
1840
Drive Wealth Management
Utah
$1.25M -$17.7K -38 -1%
GWA
1841
Gratus Wealth Advisors
Virginia
$1.25M +$51.6K +111 +5%
WCM
1842
Wallace Capital Management
Texas
$1.25M -$10.2K -22 -0.9%
BIP
1843
Blueprint Investment Partners
North Carolina
$1.25M +$187K +403 +19%
BWM
1844
Buckley Wealth Management
Nevada
$1.24M +$25.6K +55 +2%
VC
1845
Veracity Capital
Georgia
$1.24M +$41.9K +90 +4%
EWS
1846
Evergreen Wealth Solutions
Pennsylvania
$1.24M -$277K -595 -19%
CSIC
1847
Clifford Swan Investment Counsel
California
$1.24M -$11.2K -24 -0.9%
SSWM
1848
Sheets Smith Wealth Management
North Carolina
$1.24M -$33.9K -73 -3%
AWP
1849
Accretive Wealth Partners
New Jersey
$1.23M -$34.4K -74 -3%
LIM
1850
Letson Investment Management
Georgia
$1.23M +$9.77K +21 +0.9%

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.