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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
EPW
1576
Evolve Private Wealth
California
$2.37M
SL
1577
SFM LLC
New Hampshire
$2.37M
CWM
1578
Chemistry Wealth Management
New York
$2.37M
CCM
1579
Chilton Capital Management
Texas
$2.37M
YIA
1580
YHB Investment Advisors
Connecticut
$2.37M
BG
1581
Bahl & Gaynor
Ohio
$2.36M
TC
1582
TFR Capital
Texas
$2.36M
SWA
1583
Sax Wealth Advisors
New Jersey
$2.36M
PFA
1584
Peak Financial Advisors
Colorado
$2.35M
FMTC
1585
Farmers & Merchants Trust Company
California
$2.35M
EWS
1586
Evergreen Wealth Solutions
Pennsylvania
$2.35M
CA
1587
Cannon Advisors
North Carolina
$2.34M
AMCA
1588
Arthur M. Cohen & Associates
Illinois
$2.34M
AF
1589
AGP Franklin
Tennessee
$2.33M
NG
1590
Novem Group
New York
$2.33M
CWS
1591
Confluence Wealth Services
Pennsylvania
$2.33M
CCG
1592
Ceeto Capital Group
Florida
$2.32M
EDRH
1593
Edmond de Rothschild Holding
Switzerland
$2.32M
GSEP
1594
Golden State Equity Partners
California
$2.32M
REMPR
1595
Roof Eidam Maycock Peralta (REMP)
California
$2.32M
WA
1596
Wealth Alliance
New York
$2.31M
PMA
1597
Prudent Man Advisors
Illinois
$2.3M
JHP
1598
James Hambro & Partners
United Kingdom
$2.3M
SCM
1599
Stevens Capital Management
Pennsylvania
$2.29M
B
1600
Bailard
California
$2.28M