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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
AL
1801
Aspiriant LLC
California
$1.55M
EI
1802
Ellevest Inc
New York
$1.55M
RCM
1803
Ratan Capital Management
Florida
$1.55M
AWMT
1804
AAFMAA Wealth Management & Trust
North Carolina
$1.54M
PPA
1805
Pacific Point Advisors
California
$1.53M
TVPW
1806
Third View Private Wealth
Connecticut
$1.53M
ARG
1807
Advisory Resource Group
Oklahoma
$1.53M
AG
1808
Algert Global
California
$1.52M
AWA
1809
Acumen Wealth Advisors
Tennessee
$1.52M
IDA
1810
Intelligence Driven Advisers
California
$1.52M
HCM
1811
HMS Capital Management
Tennessee
$1.52M
CC
1812
Capital Counsel
New York
$1.52M
MIA
1813
MMBG Investment Advisors
Florida
$1.51M
HC
1814
Hamilton Capital
Ohio
$1.51M
PCMF
1815
Private Capital Management (Florida)
Florida
$1.51M
TIA
1816
Trust Investment Advisors
Indiana
$1.51M
HCM
1817
Howard Capital Management
Georgia
$1.51M
CA
1818
CoreCap Advisors
Michigan
$1.5M
PT
1819
Plimoth Trust
Massachusetts
$1.5M
VGDSS
1820
VUB Generali dochodkova spravcovska spolocnost
$1.5M
A
1821
Argentarii
Ohio
$1.5M
AGC
1822
Aspen Grove Capital
Colorado
$1.5M
KIA
1823
KCM Investment Advisors
California
$1.49M
BFO
1824
Biltmore Family Office
North Carolina
$1.49M
BBA
1825
BLB&B Advisors
Pennsylvania
$1.49M