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Mastercard

3,440 hedge funds and large institutions have $425B invested in Mastercard in 2024 Q4 according to their latest regulatory filings, with 457 funds opening new positions, 1,311 increasing their positions, 1,198 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 457 | Existing positions closed: 92

21% more funds holding in top 10

Funds holding in top 10: 275334 (+59)

21% more capital invested

Capital invested by funds: $351B → $425B (+$73.9B)

9.78% more ownership

Funds ownership: 78.49%88.27% (+9.8%)

10% more funds holding

Funds holding: 3,1373,440 (+303)

9% more repeat investments, than reductions

Existing positions increased: 1,311 | Existing positions reduced: 1,198

14% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $3.06B

Holders
3,440
Holders Change
+303
Holders Change %
+9.66%
% of All Funds
45.3%
Holding in Top 10
334
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+21.45%
% of All Funds
4.4%
New
457
Increased
1,311
Reduced
1,198
Closed
92
Calls
$2.64B
Puts
$3.06B
Net Calls
-$418M
Net Calls Change
-$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mastercard Foundation Asset Management (MFAM)
1
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$44.6B +$43.9B +84,753,156 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.6B +$195M +377,302 +0.5%
BlackRock
3
BlackRock
New York
$37.1B +$596M +1,150,937 +2%
State Street
4
State Street
Massachusetts
$19B +$398M +769,409 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$15.9B +$269M +520,299 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11.7B +$473M +912,856 +4%
Capital International Investors
7
Capital International Investors
California
$10.7B -$664M -1,283,145 -6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$10.1B +$2.19M +4,237 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.8B +$146M +282,739 +2%
Morgan Stanley
10
Morgan Stanley
New York
$8.49B -$124M -238,868 -1%
Norges Bank
11
Norges Bank
Norway
$6.02B -$127M -245,450 -2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$5.39B -$1B -1,939,131 -16%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$5.14B +$423M +817,836 +9%
Northern Trust
14
Northern Trust
Illinois
$4.82B +$625M +1,207,787 +15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.73B -$188M -362,576 -4%
Franklin Resources
16
Franklin Resources
California
$4.06B +$110M +212,259 +3%
N
17
Nuveen
North Carolina
$4.01B +$37.2M +71,874 +1%
UBS AM
18
UBS AM
Illinois
$3.7B +$375M +724,887 +11%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$3.61B -$175M -337,185 -5%
Jennison Associates
20
Jennison Associates
New York
$3.35B -$73.4M -141,856 -2%
Goldman Sachs
21
Goldman Sachs
New York
$3.25B +$461M +890,974 +17%
Legal & General Group
22
Legal & General Group
United Kingdom
$2.92B -$118M -228,422 -4%
Bank of America
23
Bank of America
North Carolina
$2.92B -$57.6M -111,188 -2%
Charles Schwab
24
Charles Schwab
California
$2.73B +$85.6M +165,300 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.7B +$86.7M +167,538 +3%

MA Hedge Fund Activity: Q4 2024 in Review

3,440 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2024, worth a combined $425B — up 21% from $351B a quarter earlier.

Buyers outnumbered sellers: 457 funds opened new MA positions and 92 closed out — a net gain of 365 holders — while 1,311 added to existing stakes and 1,198 trimmed.

The largest buyer was Northern Trust, adding an estimated $625M. The largest seller was International Assets Investment Management, cutting an estimated $4.15B.

  • 3,440 institutional investors held Mastercard (MA) as of Q4 2024, up from 3,137 in Q3 2024.
  • Funds reported $425B of Mastercard stock for Q4 2024, up 21% quarter-over-quarter.
  • 457 funds opened new Mastercard positions in Q4 2024 and 92 closed out, a net change of +365 holders.
  • The largest Mastercard buyer in Q4 2024 was Northern Trust, an estimated $625M added.
  • The largest Mastercard seller in Q4 2024 was International Assets Investment Management, an estimated $4.15B sold.

Based on aggregated 13F filings for Q4 2024.