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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
PFA
1151
Pure Financial Advisors
California
$5.51M
TFS
1152
Thoroughbred Financial Services
Tennessee
$5.5M
MG
1153
Montaka Global
$5.49M
KIG
1154
Kennedy Investment Group
New Jersey
$5.49M
BCM
1155
Bretton Capital Management
California
$5.49M
AF
1156
Alerus Financial
North Dakota
$5.46M
MWM
1157
Modera Wealth Management
New Jersey
$5.46M
MPWS
1158
McCarter Private Wealth Services
Massachusetts
$5.43M
RA
1159
RFG Advisory
Alabama
$5.43M
RWA
1160
River Wealth Advisors
Pennsylvania
$5.42M
CAM
1161
Carret Asset Management
New York
$5.39M
MPWT
1162
MassMutual Private Wealth & Trust
Connecticut
$5.35M
AAS
1163
Ameritas Advisory Services
Nebraska
$5.35M
BBES
1164
Buffalo Business & Estate Services
New York
$5.34M
SWP
1165
Sagespring Wealth Partners
Tennessee
$5.33M
PC
1166
Promethos Capital
Massachusetts
$5.33M
BCM
1167
Berbice Capital Management
New York
$5.31M
WETS
1168
Wealth Enhancement Trust Services
South Dakota
$5.31M
UOTTAIMCU
1169
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.31M
1SB
1170
1ST Source Bank
Indiana
$5.3M
NED
1171
Nancy E. Dempze
$5.3M
IIA
1172
ICW Investment Advisors
Arizona
$5.28M
MT
1173
Midwest Trust
Kansas
$5.26M
RFA
1174
ROI Financial Advisors
Oregon
$5.26M
JIP
1175
Jaffetilchin Investment Partners
Florida
$5.26M