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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
OF
2676
Optimize Financial
California
$456K
PM
2677
Pembroke Management
Quebec, Canada
$455K
EPW
2678
Endeavor Private Wealth
Kansas
$455K
BTD
2679
BankPlus Trust Department
Mississippi
$454K
NL
2680
Navalign LLC
California
$454K
HTWM
2681
Hartmann Taylor Wealth Management
Texas
$454K
HI
2682
Hudock Inc
Pennsylvania
$454K
BFC
2683
Bedel Financial Consulting
Indiana
$454K
CCMG
2684
Connecticut Capital Management Group
Connecticut
$453K
FWP
2685
Firethorn Wealth Partners
Georgia
$452K
IIM
2686
Illumine Investment Management
Washington
$451K
SWGC
2687
Summit Wealth Group (Colorado)
Colorado
$449K
OWM
2688
Orgel Wealth Management
Wisconsin
$449K
HA
2689
Heffernan Advisory
Arizona
$447K
LCGC
2690
Legacy Capital Group California
California
$446K
TAM
2691
Townsend Asset Management
North Carolina
$446K
MCM
2692
Morton Capital Management
California
$446K
AW
2693
Apricus Wealth
South Carolina
$445K
PFWA
2694
Paces Ferry Wealth Advisors
Georgia
$444K
HAIM
2695
Hunter Associates Investment Management
Pennsylvania
$444K
CWA
2696
Consilio Wealth Advisors
Washington
$444K
QC
2697
Quantessence Capital
New York
$444K
RIA
2698
Realta Investment Advisors
Delaware
$443K
SGFG
2699
Silver Grove Financial Group
New York
$443K
SFG
2700
SNS Financial Group
Minnesota
$441K