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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
FFN
1701
Focus Financial Network
Minnesota
$1.87M
CIAS
1702
Capital Investment Advisory Services
North Carolina
$1.87M
AC
1703
AlphaCore Capital
California
$1.87M
SIA
1704
Soltis Investment Advisors
Utah
$1.87M
AA
1705
Advisory Alpha
Michigan
$1.87M
ZBNA
1706
Zions Bancorporation, National Association
Utah
$1.87M
FUBT
1707
First United Bank & Trust
Maryland
$1.87M
RMDI
1708
R.M. Davis Inc
Maine
$1.86M
V
1709
VeraBank
Texas
$1.86M
HWA
1710
HCR Wealth Advisors
California
$1.86M
VCM
1711
Versant Capital Management
Arizona
$1.85M
LWA
1712
Lantern Wealth Advisors
New York
$1.85M
LIA
1713
Limestone Investment Advisors
New York
$1.84M
SCM
1714
SCS Capital Management
Massachusetts
$1.84M
SSWM
1715
Strait & Sound Wealth Management
California
$1.84M
SFP
1716
Shepherd Financial Partners
Massachusetts
$1.84M
AOWM
1717
Asset One Wealth Management
Washington
$1.83M
CPL
1718
Capital & Planning LLC
Georgia
$1.83M
VIA
1719
Virtus Investment Advisers
Connecticut
$1.82M
JSC
1720
Jackson Square Capital
California
$1.81M
HAS
1721
HBW Advisory Services
California
$1.8M
VA
1722
Valmark Advisers
Ohio
$1.8M
EGM
1723
Encore Global Management
Texas
$1.8M
MCM
1724
Militia Capital Management
Texas
$1.8M
CCFM
1725
Clear Creek Financial Management
Washington
$1.8M