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Mastercard

3,594 hedge funds and large institutions have $384B invested in Mastercard in 2026 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,380 increasing their positions, 1,572 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

17% less funds holding in top 10

Funds holding in top 10: 295245 (-50)

23% less first-time investments, than exits

New positions opened: 179 | Existing positions closed: 231

27% less capital invested

Capital invested by funds: $523B → $384B (-$140B)

Holders
3,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.79B
Puts
$3.28B
Net Calls
Net Calls Change

Top Buyers

1 +$1.63B
2 +$930M
3 +$760M
4
Two Sigma Investments
Two Sigma Investments
New York
+$650M
5
Wells Fargo
Wells Fargo
California
+$636M

Top Sellers

1 -$38.2B
2 -$3.84B
3 -$2.57B
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.28B
5
BlackRock
BlackRock
New York
-$681M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2501
Trueblood Wealth Management
Ohio
$571K
RPGK
2502
Retirement Planning Group (Kansas)
Kansas
$570K
FFM
2503
Flagstone Financial Management
Nebraska
$570K
FIB
2504
First Interstate Bank
Montana
$569K
SAM
2505
Sherman Asset Management
California
$568K
FWP
2506
FAS Wealth Partners
Kansas
$568K
CMF
2507
Counterpoint Mutual Funds
California
$568K
Betterment LLC
2508
Betterment LLC
New York
$567K
ZIG
2509
Zullo Investment Group
Pennsylvania
$567K
BCG
2510
Breakwater Capital Group
New Jersey
$566K
NIP
2511
Nicholas Investment Partners
California
$566K
HWP
2512
Hibernia Wealth Partners
Louisiana
$565K
SAM
2513
Sagewood Asset Management
New York
$565K
HCM
2514
Horiko Capital Management
New York
$565K
KMWM
2515
Keudell/Morrison Wealth Management
Oregon
$563K
BBNB
2516
Baker Boyer National Bank
Washington
$562K
GKWIM
2517
Gerber Kawasaki Wealth & Investment Management
California
$561K
LT
2518
Legacy Trust
Michigan
$560K
ECM
2519
ExodusPoint Capital Management
New York
$558K
CYG
2520
Clean Yield Group
Vermont
$556K
QFW
2521
QTR Family Wealth
Florida
$556K
HBFP
2522
Henderson Brothers Financial Partners
Pennsylvania
$555K
AI
2523
Arvest Investments
Arkansas
$555K
CC
2524
Climber Capital
Switzerland
$554K
PFM
2525
Potomac Fund Management
Florida
$553K