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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
OAM
1276
Ostrum Asset Management
France
$4.22M
WJWM
1277
Williams Jones Wealth Management
New York
$4.2M
PCA
1278
Peddock Capital Advisors
Massachusetts
$4.2M
GTAM
1279
Global Trust Asset Management
Florida
$4.17M
UBG
1280
United Bank (Georgia)
Georgia
$4.16M
AG
1281
Advocate Group
Minnesota
$4.16M
CAMG
1282
CWA Asset Management Group
Florida
$4.14M
IFG
1283
Independent Financial Group
California
$4.13M
OCM
1284
Orser Capital Management
Texas
$4.12M
RCAG
1285
Rehmann Capital Advisory Group
Michigan
$4.11M
FA
1286
Fiduciary Alliance
South Carolina
$4.1M
NCM
1287
Nitor Capital Management
New Jersey
$4.1M
CNC
1288
Citizens & Northern Corp
Pennsylvania
$4.09M
SWASL
1289
Spartan Wealth Advisory Services LLC
Michigan
$4.08M
GGS
1290
Galvin Gaustad & Stein
Arizona
$4.08M
CT
1291
Clearstead Trust
Maine
$4.06M
BDS
1292
Banco de Sabadell
Florida
$4.06M
MMG
1293
Monetary Management Group
Missouri
$4.06M
AIM
1294
Aigen Investment Management
New York
$4.05M
TWP
1295
Tyche Wealth Partners
Texas
$4.05M
FHA
1296
Flagship Harbor Advisors
Massachusetts
$4.04M
CAAS
1297
Capital Asset Advisory Services
Michigan
$4.02M
SS
1298
SBI Securities
Japan
$4.02M
TBT
1299
Texas Bank & Trust
Texas
$4.02M
PJSIMP
1300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.01M