Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MASTERCARD INCORPORATED (MA)

4K + Investors. Track Smart Money conviction in MA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +213
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — MA

Based on 3438 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,438 hedge funds hold MA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+295 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1694 buying1508 selling
Last quarter: 1,694 funds bought or added vs 1,508 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+211 vs last Q)

new funds entering per quarter
Funds opening a new MA position: 218 → 206 → 163 → 374. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 12% new
2,456 out of 3,438 hedge funds have held MA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

329 → 218 → 206 → 163 → 374 new funds/Q
New funds entering each quarter: 218 → 206 → 163 → 374. A growing number of institutions are discovering MA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 3,517 current holders: 2,462 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
50 of 3438 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in MA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MA

How many hedge funds hold MA — quarterly history vs. share price
Quarterly hedge fund ownership of MA vs. share price

Market Analysis: MA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MA

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

252 top-rated funds 221 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
8.3
/ 10
conviction
Hedge Fund Positioning: MA
2026 Q1 Stats Unlock in 20 days 4K + Investors

Track Smart Money conviction in MA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3517 3313 6.16%
13F Shares 859M 777M 10.68%
Total Value $435.44B $429.94B 1.28%
New Positions 378 169 +209
Increased Positions 1415 1456 -41
Closed Positions 170 199 -29
Reduced Positions 1465 1389 +76
Total Calls 39 47 -17.02%
Total Puts 48 52 -7.69%
PUT/CALL Ratio 1.23 1.11 Bearish

Statistics: MA

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MA. Verified SEC 13F-HR filings.

Top 25 institutional holders of MA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mastercard Foundation Asset Management Corp 96.84% 65,234,702 $32.60B
2 Aquamarine Zurich AG 14.77% 40,000 $20K
3 Seilern Investment Management Ltd 10.61% 177,965 $88.9M
4 XXEC, Inc. 10.13% 104,321 $57.8M
5 Metropolis Capital Ltd 9.82% 582,037 $290.8M
6 Hingham Institution for Savings 7.99% 18,100 $9.0M
7 Altrafin AG 7.93% 46,071 $23.0M
8 GUARDCAP ASSET MANAGEMENT Ltd 7.58% 264,057 $132.4M
9 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6.89% 1,379,038 $687.7M
10 Manitou Investment Management Ltd. 6.84% 69,227 $34.6M
11 SeaTown Holdings Pte. Ltd. 6.45% 19,700 $9.8M
12 WENDELL DAVID ASSOCIATES INC 5.85% 107,536 $54K
13 Westwind Capital 5.68% 47,380 $24K
14 Maestria Partners LLC 5.67% 31,086 $15.5M
15 Bath Savings Trust Co 5.22% 97,700 $48.8M
16 PICTET BANK & TRUST Ltd 4.93% 7,500 $3.7M
17 R.H. Investment Group, LLC 4.93% 12,593 $6.4M
18 Midway Capital Research & Management 4.86% 10,314 $5.2M
19 NICHOLS & PRATT ADVISERS LLP /MA 4.71% 146,153 $73.0M
20 THREADGILL FINANCIAL, LLC 4.61% 31,738 $15.9M
21 Luma Capital S.A. - SPF 4.52% 9,404 $4.7M
22 Nepsis Inc. 4.49% 26,841 $13.4M
23 GUYASUTA INVESTMENT ADVISORS INC 4.29% 148,549 $74.2M
24 Baker Chad R 4.16% 44,175 $22.1M
25 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4.14% 670,000 $334.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MASTERCARD INCORPORATED (MA)

What does the Smart Money Trend signal show for MA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MA?

Slight buying edge — 53% buying: Last quarter: 1,694 funds bought or added vs 1,508 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MA holders?

Elite ownership — 54% AUM from top-100 funds: 50 of 3438 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in MA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MA?

71% of holders stayed for 2+ years: 2,456 out of 3,438 hedge funds have held MA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.