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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
IFU
1901
iSAM Funds (UK)
United Kingdom
$1.3M
SSWM
1902
Sheets Smith Wealth Management
North Carolina
$1.3M
GAA
1903
Global Assets Advisory
Florida
$1.29M
KFC
1904
Klingenstein Fields & Co
New York
$1.29M
WI
1905
WBI Investments
New Jersey
$1.29M
DE
1906
Defiance ETFs
New York
$1.29M
DAS
1907
Diversify Advisory Services
Utah
$1.29M
FGA
1908
Fortis Group Advisors
New Jersey
$1.29M
BAM
1909
Beaumont Asset Management
Texas
$1.29M
IIL
1910
Income Insurance Ltd
$1.29M
CM
1911
Cercano Management
Washington
$1.29M
CCP
1912
Cane Capital Partners
Louisiana
$1.28M
HFS
1913
Howard Financial Services
Texas
$1.28M
SP
1914
SmartHarvest Portfolios
Washington
$1.28M
APP
1915
Avantax Planning Partners
Iowa
$1.28M
MGAM
1916
McGowan Group Asset Management
Texas
$1.28M
BWM
1917
Buckley Wealth Management
Nevada
$1.28M
FCG
1918
Fielder Capital Group
Tennessee
$1.28M
WC
1919
Waterloo Capital
Texas
$1.27M
DWM
1920
Drive Wealth Management
Utah
$1.27M
CIM
1921
CIM Investment Management
Pennsylvania
$1.27M
TFM
1922
TFC Financial Management
Massachusetts
$1.27M
RIL
1923
Rothschild Investment LLC
Illinois
$1.27M
OC
1924
Oakworth Capital
Alabama
$1.27M
OFS
1925
Orrstown Financial Services
Pennsylvania
$1.27M