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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
GWANC
2001
Guardian Wealth Advisors (North Carolina)
North Carolina
$932K -$14K -30 -2%
RB
2002
Renasant Bank
Mississippi
$931K -$199K -427 -18%
EW
2003
Elyxium Wealth
California
$929K +$875K +1,882 New
MPPW
2004
Mitchell & Pahl Private Wealth
Oklahoma
$926K -$1.4K -3 -0.2%
KA
2005
KLCM Advisors
Wisconsin
$926K
WT
2006
Washington Trust
Rhode Island
$923K -$7.91K -17 -0.9%
MIA
2007
MainStreet Investment Advisors
Illinois
$922K -$201K -432 -19%
MCCP
2008
Mission Creek Capital Partners
California
$921K -$23.7K -51 -3%
LCM
2009
Lazari Capital Management
California
$920K -$15.3K -33 -2%
PBK
2010
Peoples Bank (Kansas)
Kansas
$920K
SCP
2011
Sivia Capital Partners
California
$919K +$81.4K +175 +10%
SC
2012
Solstein Capital
California
$918K
GAA
2013
Global Assets Advisory
Florida
$915K +$857K +1,843 New
VDBMI
2014
Van Den Berg Management I
Texas
$910K -$8.37K -18 -1%
WRPWM
2015
Werba Rubin Papier Wealth Management
California
$910K -$68.8K -148 -7%
SRC
2016
Shufro Rose & Co
New York
$906K
DJSG
2017
D.J. St. Germain
Massachusetts
$906K -$5.12K -11 -0.6%
MCC
2018
Money Concepts Capital
Florida
$906K +$12.6K +27 +1%
KWM
2019
Kolinsky Wealth Management
New Jersey
$905K +$63.7K +137 +8%
MCM
2020
Monument Capital Management
Virginia
$904K
DEM
2021
Disciplined Equity Management
Florida
$904K -$74.4K -160 -8%
VBCG
2022
Valley Brook Capital Group
Pennsylvania
$904K
NQWM
2023
Northwest Quadrant Wealth Management
Oregon
$900K -$4.65K -10 -0.5%
JAG
2024
Journey Advisory Group
Kentucky
$896K -$23.3K -50 -2%
KIM
2025
Kestra Investment Management
Texas
$893K +$841K +1,809 New

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.