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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
ATPW
1226
Ashton Thomas Private Wealth
Arizona
$4.76M
FM
1227
Family Management
New York
$4.76M
BP
1228
BBR Partners
New York
$4.75M
IFWM
1229
Institute for Wealth Management
Colorado
$4.73M
BRWA
1230
B. Riley Wealth Advisors
Florida
$4.72M
LCS
1231
Luma Capital SA
$4.7M
GSP
1232
Grafton Street Partners
Florida
$4.67M
CBB
1233
Citizens Business Bank
California
$4.65M
FNB
1234
Farmers National Bank
Kentucky
$4.62M
DWM
1235
Dynasty Wealth Management
Florida
$4.61M
BPC
1236
Bearing Point Capital
Minnesota
$4.61M
GIM
1237
Goelzer Investment Management
Indiana
$4.6M
BCM
1238
Brookstone Capital Management
Illinois
$4.59M
FCIM
1239
Fairview Capital Investment Management
California
$4.57M
RCA
1240
Resonant Capital Advisors
Wisconsin
$4.57M
DWP
1241
Daymark Wealth Partners
Ohio
$4.56M
TAM
1242
Trust Asset Management
Texas
$4.55M
FAL
1243
Focused Alpha LLC
Colorado
$4.55M
ITFISA
1244
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.54M
BDL
1245
Bey-Douglas LLC
Georgia
$4.54M
YDMI
1246
Y.D. More Investments
Israel
$4.53M
WAP
1247
Wealthcare Advisory Partners
Pennsylvania
$4.5M
PTC
1248
Private Trust Company
Ohio
$4.5M
GD
1249
Grandfield & Dodd
New York
$4.49M
WCM
1250
Weik Capital Management
Pennsylvania
$4.46M