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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
PIM
2651
Pullen Investment Management
Florida
$472K
VV
2652
Verity & Verity
South Carolina
$472K
TC
2653
Trilogy Capital
California
$472K
MWM
2654
MBE Wealth Management
Wisconsin
$471K
EC
2655
EdgeRock Capital
Colorado
$471K
RPCONE
2656
Retirement Planning Company of New England
Rhode Island
$471K
HOWA
2657
Heritage Oak Wealth Advisors
Florida
$470K
CSIC
2658
Clifford Swan Investment Counsel
California
$469K
TFA
2659
Tobias Financial Advisors
Florida
$468K
OHWP
2660
Oak Harbor Wealth Partners
North Carolina
$468K
LJAC
2661
L.J. Altfest & Co
New York
$468K
VR
2662
Valued Retirements
Texas
$468K
WWM
2663
Walser Wealth Management
Florida
$467K
SPW
2664
Signet Private Wealth
Illinois
$466K
PCS
2665
Private Client Services
Kentucky
$465K
JWA
2666
JFS Wealth Advisors
Pennsylvania
$465K
NRG
2667
Nemes Rush Group
Michigan
$465K
FAN
2668
Financial Advisors Network
California
$465K
PWC
2669
Pathfinder Wealth Consulting
North Carolina
$464K
VCP
2670
Verus Capital Partners
Arizona
$464K
4A
2671
4Wealth Advisors
Illinois
$464K
NCM
2672
Noesis Capital Mangement
Florida
$463K
DG
2673
Dala Group
Illinois
$460K
GGI
2674
GPM Growth Investors
Michigan
$459K
SFS
2675
Symphony Financial Services
Ohio
$459K