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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
TFA
2851
Trinity Financial Advisors
Ohio
$355K
LCM
2852
LVM Capital Management
Michigan
$355K
FFA
2853
Founders Financial Alliance
North Carolina
$355K
JDLA
2854
J. Derek Lewis & Associates
California
$353K
LRIA
2855
Leonard Rickey Investment Advisors
Washington
$351K
TWM
2856
Tanager Wealth Management
United Kingdom
$350K
G
2857
GuidedMoney
Wisconsin
$350K
PAG
2858
Powers Advisory Group
Illinois
$350K
LWA
2859
Lineweaver Wealth Advisors
Ohio
$349K
GFG
2860
Genesis Financial Group
New Jersey
$349K
FPL
2861
Fortress Private Ledger
North Carolina
$349K
TAM
2862
Titleist Asset Management
Texas
$348K
HI
2863
Hoey Investments
Pennsylvania
$348K
HPG
2864
Harvest Portfolios Group
Ontario, Canada
$347K
NWAG
2865
Net Worth Advisory Group
Utah
$346K
TSW
2866
Thompson Siegel & Walmsley
Virginia
$346K
CWM
2867
Cherrydale Wealth Management
New Jersey
$345K
CRWM
2868
Castle Rock Wealth Management
California
$345K
IAS
2869
Integrity Advisory Solutions
Texas
$345K
RWA
2870
Rooted Wealth Advisors
Illinois
$344K
NWM
2871
Nolet Wealth Management
Texas
$344K
KWM
2872
Kaydan Wealth Management
Michigan
$343K
SCM
2873
Summerhill Capital Management
Ontario, Canada
$343K
CB
2874
CNB Bank
Pennsylvania
$343K
TVAMP
2875
Tennessee Valley Asset Management Partners
Tennessee
$343K