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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
BWA
3726
BlueSky Wealth Advisors
North Carolina
PA
3727
ProCore Advisors
California
TFA
3728
TPG Financial Advisors
Oregon
W
3729
WorthPointe
California
MPW
3730
MGO Private Wealth
California
ALC
3731
Alexander Labrunerie & Co
Missouri
PTC
3732
Philadelphia Trust Company
Pennsylvania
AFA
3733
American Financial Advisors
Georgia
BCMLT
3734
Beacon Capital Management LLC (Tennessee)
Tennessee
AFO
3735
Arrowroot Family Office
California
KWS
3736
Keystone Wealth Services
California
KNFPWM
3737
Keeler & Nadler Financial Planning & Wealth Management
Ohio
WEG
3738
World Equity Group
Illinois
LFP
3739
Lakeshore Financial Planning
Michigan
AWM
3740
Alterna Wealth Management
Texas
CF
3741
Clarity Financial
Texas
VAM
3742
Verity Asset Management
North Carolina
WQ
3743
Wealth Quarterback
New Jersey
CCA
3744
Cottonwood Capital Advisors
Utah
NCM
3745
Novare Capital Management
North Carolina
FWM
3746
Fonville Wealth Management
Virginia
VCWA
3747
Vanguard Capital Wealth Advisors
Colorado
CAM
3748
Columbia Asset Management
Michigan
MA
3749
MKT Advisors
California
RFW
3750
Redwood Family Wealth
Texas