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Mastercard

3,595 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, 1,573 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: $524B → $384B (-$140B)

Holders
3,595
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
WAAG
1776
Wealth Alliance Advisory Group
Kansas
$1.61M
RLH
1777
RD Lewis Holdings
Florida
$1.61M
IFS
1778
Intelligent Financial Strategies
Minnesota
$1.61M
SRM
1779
Shelter Rock Management
New York
$1.61M
WWM
1780
Waterway Wealth Management
Texas
$1.61M
JAG
1781
Journey Advisory Group
Kentucky
$1.6M
OFW
1782
Omnia Family Wealth
Florida
$1.6M
PC
1783
Permanens Capital
New York
$1.6M
EFG
1784
Embree Financial Group
Illinois
$1.6M
SB
1785
Strategic Blueprint
Georgia
$1.6M
JIC
1786
Joel Isaacson & Co
New York
$1.6M
ACA
1787
Affinity Capital Advisors
California
$1.6M
TIAA Trust, National Association
1788
TIAA Trust, National Association
North Carolina
$1.59M
AFS
1789
Aft Forsyth & Sober
Florida
$1.59M
SI
1790
Shaker Investments
Ohio
$1.58M
WA
1791
WBH Advisory
Maryland
$1.58M
LIA
1792
LBMC Investment Advisors
Tennessee
$1.57M
CSI
1793
Cross Staff Investments
New York
$1.57M
SFPG
1794
Stonebridge Financial Planning Group
Florida
$1.57M
EFA
1795
Evernest Financial Advisors
Indiana
$1.56M
FMLI
1796
Fukoku Mutual Life Insurance
Japan
$1.56M
WAS
1797
Winch Advisory Services
Wisconsin
$1.56M
WI
1798
WrapManager Inc
California
$1.56M
BFA
1799
Beaumont Financial Advisors
Massachusetts
$1.56M
RSWM
1800
Robertson Stephens Wealth Management
California
$1.55M