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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
C
2301
CEDRUS
Colorado
$576K +$65.1K +140 +14%
SPIO
2302
Seven Post Investment Office
California
$575K
WCA
2303
Westover Capital Advisors
Delaware
$574K -$23.3K -50 -4%
MCM
2304
Mattern Capital Management
Colorado
$574K +$53.9K +116 +11%
BWP
2305
Barlow Wealth Partners
Kentucky
$571K
SIGI
2306
Susquehanna International Group (Ireland)
Ireland
$571K +$538K +1,156 New
SWM
2307
Sagace Wealth Management
Florida
$570K +$524K +1,126 New
DPI
2308
Diversified Portfolios Inc
Michigan
$570K +$2.33K +5 +0.4%
PEA
2309
Park Edge Advisors
Ohio
$570K +$537K +1,155 New
CIA
2310
Citadel Investment Advisory
Ohio
$570K -$11.6K -25 -2%
FP
2311
Financial Perspectives
Minnesota
$569K -$14.9K -32 -3%
SAW
2312
Signal Advisors Wealth
Michigan
$568K +$535K +1,150 New
DWM
2313
Dorchester Wealth Management
Quebec, Canada
$566K -$387K -833 -42%
NL
2314
Navalign LLC
California
$564K -$8.84K -19 -2%
WPWM
2315
Western Pacific Wealth Management
Illinois
$563K -$20.9K -45 -4%
MF
2316
Manchester Financial
California
$562K +$5.12K +11 +1%
ACP
2317
Arcus Capital Partners
Georgia
$562K -$129K -278 -20%
BWAM
2318
Boyd Watterson Asset Management
Ohio
$560K
VWM
2319
Vivid Wealth Management
Iowa
$558K -$266K -571 -34%
HCM
2320
Horiko Capital Management
New York
$558K
PMSA
2321
Patrick M. Sweeney & Associates
Illinois
$558K +$17.2K +37 +3%
HCM
2322
Hodges Capital Management
Texas
$558K +$465 +1 +0.1%
BHB
2323
Bank Hapoalim BM
Israel
$557K -$66.5K -143 -11%
CA
2324
Centerpoint Advisors
Massachusetts
$557K -$23.3K -50 -4%
TA
2325
TruWealth Advisors
Louisiana
$556K -$34.9K -75 -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.