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Mastercard

3,563 hedge funds and large institutions have $383B invested in Mastercard in 2026 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,371 increasing their positions, 1,553 reducing their positions, and 230 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: 295244 (-51)

22% less first-time investments, than exits

New positions opened: 179 | Existing positions closed: 230

27% less capital invested

Capital invested by funds: $523B → $383B (-$141B)

Holders
3,563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
244
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
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
3701
Sandhill Capital Partners
New York
TCG
3702
Transcendent Capital Group
Oklahoma
CWM
3703
Castle Wealth Management
Florida
PWW
3704
Pettyjohn Wood & White
Virginia
RWM
3705
Reston Wealth Management
Virginia
CSA
3706
Cornerstone Select Advisors
Missouri
SF
3707
Slagle Financial
Illinois
BOSSRA
3708
B.O.S.S. Retirement Advisors
Utah
DCA
3709
DSG Capital Advisors
Minnesota
MAMG
3710
Milestone Asset Management Group
Connecticut
EWP
3711
Equity Wealth Partners
Missouri
PWS
3712
Pursuit Wealth Strategies
North Carolina
TMWM
3713
Taylor & Morgan Wealth Management
Michigan
FI
3714
Finivi Inc
Massachusetts
WIA
3715
Westbourne Investment Advisors
Maryland
WAM
3716
Wolverine Asset Management
Illinois
FF
3717
Francis Financial
AC
3718
Asio Capital
Kentucky
SA
3719
Skyline Advisors
Washington
ACM
3720
Argyle Capital Management
Pennsylvania
HCM
3721
Hall Capital Management
Rhode Island
TFA
3722
Teamwork Financial Advisors
Texas
SDWMA
3723
Schneider Downs Wealth Management Advisors
Pennsylvania
SP
3724
Successful Portfolios
Florida
LSA
3725
Lansing Street Advisors
Pennsylvania