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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
BWP
1926
BSW Wealth Partners
Colorado
$1.27M
MFWP
1927
Mosaic Family Wealth Partners
Missouri
$1.26M
BCM
1928
Bannerstone Capital Management
Minnesota
$1.26M
VAM
1929
Virtue Asset Management
Illinois
$1.26M
EAM
1930
Evanson Asset Management
California
$1.26M
SP
1931
Stablepoint Partners
Massachusetts
$1.25M
MA
1932
MCF Advisors
Kentucky
$1.25M
4WM
1933
4J Wealth Management
Virginia
$1.24M
LIM
1934
Letson Investment Management
Georgia
$1.24M
AWP
1935
Abacus Wealth Partners
California
$1.24M
CH
1936
Cromwell Holdings
Wyoming
$1.24M
CG
1937
Corundum Group
Colorado
$1.24M
MBWA
1938
Marin Bay Wealth Advisors
California
$1.24M
PWAM
1939
Private Wealth Asset Management
Iowa
$1.24M
WCM
1940
Wallace Capital Management
Texas
$1.24M
RFS
1941
Richardson Financial Services
Massachusetts
$1.24M
PIA
1942
Perennial Investment Advisors
California
$1.24M
LAI
1943
Legal Advantage Investments
California
$1.23M
C1AG
1944
Client 1st Advisory Group
Florida
$1.23M
EC
1945
Enhancing Capital
Pennsylvania
$1.23M
MAWCM
1946
Mine & Arao Wealth Creation & Management
California
$1.23M
EWM
1947
EPG Wealth Management
Georgia
$1.23M
AMPWP
1948
Alvarez & Marsal Private Wealth Partners
Florida
$1.23M
XWL
1949
XXI Wealth LLC
Illinois
$1.23M
GWA
1950
Gratus Wealth Advisors
Virginia
$1.23M