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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
SIC
2701
Sigma Investment Counselors
Michigan
$440K
EAN
2702
Excelsior Advisor Network
Colorado
$440K
BMC
2703
Benin Management Corp
Connecticut
$439K
WDC
2704
Woodward Diversified Capital
California
$438K
TTWM
2705
TCV Trust & Wealth Management
Virginia
$438K
AIM
2706
Avity Investment Management
Connecticut
$437K
PJWM
2707
Philip James Wealth Mangement
Georgia
$437K
FFC
2708
Frederick Financial Consultants
Maryland
$437K
EHWM
2709
Eads & Heald Wealth Management
Georgia
$436K
AWG
2710
Altus Wealth Group
Colorado
$435K
VCM
2711
Vision Capital Management
Oregon
$434K
KCM
2712
Kanawha Capital Management
Virginia
$434K
GFPC
2713
Global Financial Private Client
Florida
$434K
NERM
2714
New England Research & Management
Illinois
$433K
MCM
2715
M1 Capital Management
Michigan
$432K
JMA
2716
J.M. Arbour
Maine
$431K
HCA
2717
Heck Capital Advisors
Wisconsin
$430K
WSFG
2718
Wall Street Financial Group
Illinois
$428K
AI
2719
AdvisorShares Investments
Maryland
$425K
FC
2720
Financial Council
Maryland
$424K
HNWAG
2721
High Net Worth Advisory Group
Florida
$424K
W
2722
Wealthquest
Ohio
$423K
VCM
2723
Vivaldi Capital Management
Illinois
$423K
TWP
2724
Tempus Wealth Planning
California
$422K
PCOTEOTHU
2725
Provident Company of the Employees of the Hebrew University
Israel
$422K