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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
SW
1401
SVB Wealth
Massachusetts
$3.34M
GBT
1402
Grove Bank & Trust
Florida
$3.34M
PPWP
1403
Premier Path Wealth Partners
New Jersey
$3.33M
FCP
1404
Fidelis Capital Partners
Florida
$3.33M
MNBTD
1405
Moody National Bank Trust Division
Texas
$3.33M
PRS
1406
Pinkerton Retirement Specialists
Idaho
$3.32M
CFS
1407
CRA Financial Services
New Jersey
$3.32M
BOC
1408
Barbara Oil Co
Illinois
$3.31M
HIC
1409
Holderness Investments Company
North Carolina
$3.31M
LHC
1410
Little House Capital
Massachusetts
$3.31M
AI
1411
AXS Investments
New York
$3.3M
HSA
1412
HBK Sorce Advisory
Pennsylvania
$3.3M
GVAG
1413
Great Valley Advisor Group
Delaware
$3.3M
CWG
1414
Cornerstone Wealth Group
North Carolina
$3.29M
BAM
1415
Belpointe Asset Management
Nevada
$3.27M
RBC
1416
Roble Belko & Company
Pennsylvania
$3.26M
CI
1417
Ceera Investments
Texas
$3.26M
BAM
1418
BOCHK Asset Management
Hong Kong
$3.25M
AWM
1419
Aviso Wealth Management
Washington
$3.24M
SWM
1420
Sendero Wealth Management
Texas
$3.22M
MPPLM
1421
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.22M
TWM
1422
TRB Wealth Management
Texas
$3.21M
LSA
1423
Leonteq Securities AG
Switzerland
$3.21M
CT
1424
Chicago Trust
Illinois
$3.19M
GWM
1425
Geneos Wealth Management
Colorado
$3.19M