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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
ACM
1451
Aster Capital Management
United Arab Emirates
$3M
AOWM
1452
Alpha Omega Wealth Management
Virginia
$3M
WLPWM
1453
Walled Lake Planning & Wealth Management
Illinois
$3M
AIIMS
1454
Analyst IMS Investment Management Services
Israel
$2.99M
PFSC
1455
Peoples Financial Services Corp
Pennsylvania
$2.98M
GSWM
1456
Greenup Street Wealth Management
Michigan
$2.98M
ACL
1457
Applied Capital LLC
Florida
$2.97M
WAM
1458
Weatherly Asset Management
California
$2.97M
VIPI
1459
Vista Investment Partners II
Indiana
$2.96M
TWC
1460
The Woodbridge Company
Ontario, Canada
$2.96M
RWM
1461
Rockline Wealth Management
New York
$2.95M
CAMV
1462
Concord Asset Management (Virginia)
Virginia
$2.94M
PP
1463
PDS Planning
Ohio
$2.94M
AT
1464
Avalon Trust
New Mexico
$2.94M
OL
1465
Optas LLC
Texas
$2.93M
SC
1466
Sepio Capital
Utah
$2.92M
PWP
1467
Principle Wealth Partners
Connecticut
$2.92M
SNB
1468
Security National Bank
Nebraska
$2.92M
DWM
1469
Ducere Wealth Management
California
$2.92M
GIM
1470
Gold Investment Management
Alberta, Canada
$2.91M
BWG
1471
Boomfish Wealth Group
Georgia
$2.9M
Koshinski Asset Management
1472
Koshinski Asset Management
Illinois
$2.9M
BIA
1473
Benchmark Investment Advisors
Illinois
$2.9M
KCM
1474
Kathmere Capital Management
Pennsylvania
$2.89M
MC
1475
Mirabaud & Cie
Switzerland
$2.89M