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
↓ -95
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — MA

Based on 3601 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
3,601 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 — +6% more funds vs a year ago

fund count last 6Q
+194 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

1608 buying1875 selling
Last quarter: 1,875 funds reduced or exited vs 1,608 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-205 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 236 → 186 → 418 → 213. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 13% new
2,539 out of 3,601 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

242 → 236 → 186 → 418 → 213 new funds/Q
New funds entering each quarter: 236 → 186 → 418 → 213. A growing number of institutions are discovering MA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 17% new
Entry-cohort mix of 3,686 holders: 2,612 (71%) are 2+ year veterans, 461 entered 1–2 years ago, and 613 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
70 of 3592 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — MA

In 2026 Q1, 1608 hedge funds were net buyers of MA (213 opened a new position, 1395 added to an existing one), while 1875 reduced or exited (1567 trimmed, 308 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in MA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -95 funds (more exits than new entries). Total institutional holders: 3601.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mastercard Incorporated (MA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MA has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 9d ago
MA
+1.2%
XLF
+2.5%

MA outperformed XLF by -1.3% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

161 top-rated funds 146 high-conviction
Consensus
9.6
/ 10
breadth
×
Elite
8.0
/ 10
conviction
Hedge Fund Positioning: MA
2026 Q2 Stats Unlock in 41 days 4K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3565 3695 -3.52%
13F Shares 741M 874M -15.17%
Total Value $355.04B $442.66B -19.79%
New Positions 202 418 -216
Increased Positions 1365 1370 -5
Closed Positions 332 174 +158
Reduced Positions 1530 1428 +102
Total Calls 44 39 12.82%
Total Puts 49 49 -
PUT/CALL Ratio 1.11 1.26 Neutral

Statistics: MA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 MA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seilern Investment Management Ltd 10.96% 169,410 $87.0M
2 Threadgill Financial, LLC 6.61% 31,249 $16.0M
3 Manitou Investment Management Ltd. 6.34% 66,380 $34.1M
4 Lincoln Capital LLC 5.34% 58,458 $30.0M
5 Luma Capital S.A. - SPF 4.31% 9,404 $4.8M
6 Sarasin & Partners LLP 4.05% 673,122 $345.7M
7 Bright Rock Capital Management, LLC 3.86% 37,500 $19.3M
8 Carderock Capital Management Inc 2.74% 24,357 $12.5M
9 Norman Fields, Gottscho Capital Management, LLC 2.68% 17,224 $8.8M
10 General Partner, Inc. 2.11% 7,653 $3.9M
11 Orser Capital Management, LLC 2.02% 7,937 $4.1M
12 Atwood & Palmer Inc 1.64% 59,733 $30.7M
13 Beacon Investment Advisory Services, INC. 1.62% 85,132 $43.7M
14 Rockland Trust Co 1.54% 76,641 $39.4M
15 Greenfield Savings Bank 1.47% 7,553 $3.9M
16 Ebert Capital Management Inc. 1.41% 2,927 $1.5M
17 Agate Pass Investment Management, LLC 1.30% 6,877 $3.5M
18 Confluence Investment Management LLC 1.10% 136,514 $70.1M
19 Sfm, LLC 1.07% 4,071 $2.1M
20 Somerset Trust Co 1.07% 7,364 $3.8M
21 Connective Portfolio Management, LLC 1.06% 1,235 $634K
22 Chesley Taft & Associates LLC 1.01% 50,518 $25.9M
23 Harbor Investment Advisory, LLC 0.93% 26,097 $13.4M
24 Stableford Capital II LLC 0.93% 5,203 $2.7M
25 Crescent Sterling, Ltd. 0.71% 1,546 $794K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MA?

More sellers than buyers — 46% buying: Last quarter: 1,875 funds reduced or exited vs 1,608 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MA holders?

Elite ownership — 43% AUM from top-100 funds: 70 of 3592 holders are among the 100 largest funds by AUM, controlling 43% 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: 2,539 out of 3,601 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.

Is it too late to buy Mastercard Incorporated (MA) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), MA has gained +1.2% vs +2.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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