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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
OFA
1976
Oak Family Advisors
Illinois
$1.17M
BPAMU
1977
BTG Pactual Asset Management US
New York
$1.17M
CWM
1978
Chesapeake Wealth Management
Virginia
$1.16M
CWA
1979
Crux Wealth Advisors
California
$1.16M
HAG
1980
HF Advisory Group
Maryland
$1.15M
TPCM
1981
Templeton & Phillips Capital Management
Tennessee
$1.15M
JSAM
1982
J. Safra Asset Management
New York
$1.15M
FC
1983
Financial Consulate
Maryland
$1.15M
SOS
1984
Silver Oak Securities
Tennessee
$1.15M
NFA
1985
Northern Financial Advisors
Michigan
$1.14M
RFP
1986
Root Financial Partners
California
$1.14M
IGGA
1987
Iron Gate Global Advisors
Utah
$1.14M
FLI
1988
Family Legacy Inc
South Carolina
$1.14M
GWANC
1989
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M
SCP
1990
Stevens Capital Partners
Nebraska
$1.14M
MMM
1991
Mendel Money Management
Illinois
$1.13M
AIM
1992
Advyzon Investment Management
Illinois
$1.13M
PSP
1993
Principal Street Partners
Tennessee
$1.13M
DA
1994
Doliver Advisors
Texas
$1.13M
SCM
1995
Sunbeam Capital Management
Georgia
$1.12M
SFO
1996
Stokes Family Office
Louisiana
$1.12M
KIM
1997
Kestra Investment Management
Texas
$1.12M
MAM
1998
MWA Asset Management
Massachusetts
$1.12M
BHCM
1999
Brevan Howard Capital Management
Jersey
$1.11M
CWM
2000
Challenger Wealth Management
California
$1.11M