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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
LPT
901
Legacy Private Trust
Wisconsin
$9.75M
VFA
902
Valeo Financial Advisors
Indiana
$9.75M
MCWS
903
McKinley Carter Wealth Services
West Virginia
$9.74M
IWC
904
Integrated Wealth Concepts
Massachusetts
$9.71M
MCCA
905
Mill Creek Capital Advisors
Pennsylvania
$9.69M
AC
906
Apella Capital
Connecticut
$9.65M
VSQM
907
V-Square Quantitative Management
Illinois
$9.61M
IA
908
IFP Advisors
Florida
$9.59M
IIC
909
Ironwood Investment Counsel
Arizona
$9.54M
JIR
910
James Investment Research
Ohio
$9.5M
SF
911
Summit Financial
New Jersey
$9.47M
CAC
912
Certified Advisory Corp
Florida
$9.34M
YIH
913
Y-Intercept (HK)
Hong Kong
$9.27M
CCMG
914
Clark Capital Management Group
Pennsylvania
$9.25M
HCM
915
Huber Capital Management
California
$9.2M
WG
916
Welch Group
Alabama
$9.15M
BCM
917
Brasada Capital Management
Texas
$9.15M
ISL
918
Ingalls & Snyder LLC
New York
$9.11M
TGAM
919
TBH Global Asset Management
Tennessee
$9.1M
HIFS
920
Hingham Institution for Savings
Massachusetts
$9.04M
CHC
921
City Holding Co
West Virginia
$9.04M
PIM
922
Progressive Investment Management
Oregon
$9.04M
PFS
923
Physicians Financial Services
North Carolina
$9.02M
Envestnet Portfolio Solutions
924
Envestnet Portfolio Solutions
Illinois
$8.92M
BFG
925
Berger Financial Group
Minnesota
$8.91M