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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
PWM
2426
Paulson Wealth Management
Illinois
$476K +$1.4K +3 +0.3%
AHL
2427
Abel Hall LLC
Louisiana
$475K -$23.3K -50 -5%
GWCM
2428
Godshalk Welsh Capital Management
Pennsylvania
$474K +$21.4K +46 +5%
BFC
2429
Bedel Financial Consulting
Indiana
$473K -$47K -101 -10%
MPI
2430
Mairs & Power Inc
Minnesota
$470K +$13K +28 +3%
FWP
2431
FAS Wealth Partners
Kansas
$470K +$128K +276 +41%
HP
2432
Hyperion Partners
Pennsylvania
$469K -$3.72K -8 -0.8%
ZIG
2433
Zullo Investment Group
Pennsylvania
$467K +$24.6K +53 +6%
LWM
2434
Liberty Wealth Management
California
$467K -$13.7M -29,480 -97%
DIM
2435
DLK Investment Management
California
$467K
NIC
2436
Northwest Investment Counselors
Oregon
$466K
EHWM
2437
Eads & Heald Wealth Management
Georgia
$465K -$7.91K -17 -2%
BWM
2438
Baron Wealth Management
Michigan
$463K +$131K +281 +43%
OCM
2439
Objective Capital Management
Ohio
$463K +$436K +937 New
NCTC
2440
New Covenant Trust Company
Indiana
$463K +$98.6K +212 +29%
KCM
2441
Kanawha Capital Management
Virginia
$462K -$17.7K -38 -4%
AFG
2442
Allegheny Financial Group
Pennsylvania
$461K +$149K +321 +52%
RW
2443
RVW Wealth
California
$461K -$10.7K -23 -2%
ABTD
2444
Arvest Bank Trust Division
Oklahoma
$460K +$433K +932 New
VP
2445
Verum Partners
North Carolina
$459K -$2.79K -6 -0.6%
WDC
2446
Woodward Diversified Capital
California
$456K -$3.25K -7 -0.8%
RPCONE
2447
Retirement Planning Company of New England
Rhode Island
$454K
LD
2448
Lipe & Dalton
New York
$453K
EFA
2449
Edge Financial Advisors
Illinois
$453K -$10.7K -23 -2%
PW
2450
Paladin Wealth
Minnesota
$450K +$424K +912 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.