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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
HWMC
3751
Heritage Wealth Management (California)
California
AWP
3752
Astra Wealth Partners
New Jersey
RSWA
3753
Robinson Smith Wealth Advisors
Maine
FFG
3754
Fiduciary Financial Group
California
BIG
3755
Builder Investment Group
Georgia
BI
3756
Bolthouse Investments
California
FFBTD
3757
First Financial Bank - Trust Division
Ohio
AGAM
3758
Audent Global Asset Management
California
AC
3759
Avant Capital
Louisiana
WA
3760
WP Advisors
California
IA
3761
Inspire Advisors
Idaho
LFGO
3762
Legacy Financial Group (Oklahoma)
Oklahoma
LFS
3763
Lutz Financial Services
Nebraska
PPP
3764
Prism Planning Partners
Illinois
WBG
3765
Wharton Business Group
Pennsylvania
JWM
3766
Jessup Wealth Management
Ohio
CIEC
3767
Crédit Industriel et Commercial
France
VWA
3768
VSM Wealth Advisory
Maryland
1GI
3769
180 GPS Investments
HHMI
3770
Howard Hughes Medical Institute
Maryland
OC
3771
Optima Capital
Oregon
SPF
3772
South Plains Financial
Texas
SMFG
3773
Sumitomo Mitsui Financial Group
Japan
QA
3774
Quattro Advisors
Pennsylvania
TH
3775
TCTC Holdings
Texas