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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
DWM
3126
Daner Wealth Management
Georgia
$251K
LFS
3127
Legacy Financial Strategies
Kansas
$251K
IW
3128
Instrumental Wealth
Florida
$251K
KAS
3129
KPP Advisory Services
Kentucky
$251K
TFP
3130
TrueWealth Financial Partners
Washington
$250K
IPW
3131
Intergy Private Wealth
Colorado
$250K
DAM
3132
Doheny Asset Management
California
$250K
FHB
3133
First Hawaiian Bank
Hawaii
$250K
LAM
3134
Lountzis Asset Management
Pennsylvania
$250K
SFM
3135
Signet Financial Management
New Jersey
$249K
HA
3136
Huntleigh Advisors
Missouri
$249K
CRI
3137
Colonial River Investments
Virginia
$249K
SWA
3138
Strategies Wealth Advisors
Michigan
$248K
RBWA
3139
RFG - Bristol Wealth Advisors
Massachusetts
$248K
AWM
3140
Athena Wealth Management
Nevada
$247K
EM
3141
ELCO Management
New York
$247K
PAS
3142
Parsonex Advisory Services
Colorado
$247K
CICI
3143
Capital Investment Counsel Inc
North Carolina
$247K
CNBTD
3144
Citizens National Bank Trust Department
Mississippi
$247K
FWP
3145
Fiduciary Wealth Partners
Massachusetts
$246K
AB
3146
ANB Bank
Colorado
$246K
RGC
3147
Roberts, Glore & Co
Illinois
$246K
MSR
3148
Main Street Research
Connecticut
$246K
PPWM
3149
PFG Private Wealth Management
Florida
$246K
HA
3150
HFG Advisors
Ohio
$246K