We are live on ! Find out more
MA icon

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
RFA
3401
Reyes Financial Architecture
California
$99.4K
AW
3402
Avion Wealth
Texas
$98K
EA
3403
Evolution Advisers
Virginia
$98K
DCM
3404
Davis Capital Management
Florida
$97.9K
NIM
3405
Nexus Investment Management
Ontario, Canada
$97.4K
SC
3406
Steph & Co
Wisconsin
$96.9K
SWIM
3407
Smallwood Wealth Investment Management
New Jersey
$94.8K
UFF
3408
USA Financial Formulas
Michigan
$93.4K
BW
3409
Basepoint Wealth
Iowa
$93.2K
PP
3410
PFS Partners
New Jersey
$89.3K
BIM
3411
Breakwater Investment Management
Washington
$88.9K
GJIA
3412
Glass Jacobson Investment Advisors
Maryland
$87.4K
VWA
3413
Valued Wealth Advisors
Utah
$87.1K
JGCM
3414
Joseph Group Capital Management
Ohio
$86.4K
IWS
3415
Intentional Wealth Strategies
Colorado
$84.9K
EWM
3416
Evolution Wealth Management
Florida
$84.2K
LWMI
3417
Legacy Wealth Management (Idaho)
Idaho
$83.9K
MIM
3418
MTM Investment Management
South Carolina
$83.4K
VC
3419
Vestor Capital
Illinois
$83K
FMTCOCP
3420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K
WA
3421
Whipplewood Advisors
Colorado
$80.9K
RWS
3422
Retirement Wealth Solutions
Wisconsin
$80.3K
ECM
3423
Estabrook Capital Management
New York
$78.4K
SN
3424
Sittner & Nelson
Oregon
$77.4K
AFC
3425
Ares Financial Consulting
California
$76.9K