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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
RLH
1776
RD Lewis Holdings
Florida
$1.61M
IFS
1777
Intelligent Financial Strategies
Minnesota
$1.61M
SRM
1778
Shelter Rock Management
New York
$1.61M
WWM
1779
Waterway Wealth Management
Texas
$1.61M
JAG
1780
Journey Advisory Group
Kentucky
$1.6M
OFW
1781
Omnia Family Wealth
Florida
$1.6M
PC
1782
Permanens Capital
New York
$1.6M
EFG
1783
Embree Financial Group
Illinois
$1.6M
SB
1784
Strategic Blueprint
Georgia
$1.6M
JIC
1785
Joel Isaacson & Co
New York
$1.6M
ACA
1786
Affinity Capital Advisors
California
$1.6M
TIAA Trust, National Association
1787
TIAA Trust, National Association
North Carolina
$1.59M
AFS
1788
Aft Forsyth & Sober
Florida
$1.59M
SI
1789
Shaker Investments
Ohio
$1.58M
WA
1790
WBH Advisory
Maryland
$1.58M
LIA
1791
LBMC Investment Advisors
Tennessee
$1.57M
CSI
1792
Cross Staff Investments
New York
$1.57M
SFPG
1793
Stonebridge Financial Planning Group
Florida
$1.57M
EFA
1794
Evernest Financial Advisors
Indiana
$1.56M
FMLI
1795
Fukoku Mutual Life Insurance
Japan
$1.56M
WAS
1796
Winch Advisory Services
Wisconsin
$1.56M
WI
1797
WrapManager Inc
California
$1.56M
BFA
1798
Beaumont Financial Advisors
Massachusetts
$1.56M
RSWM
1799
Robertson Stephens Wealth Management
California
$1.55M
MA
1800
MJP Associates
Connecticut
$1.55M