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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
FMB
2001
Field & Main Bank
Kentucky
$1.11M
SWM
2002
Scissortail Wealth Management
Oklahoma
$1.11M
MCC
2003
Money Concepts Capital
Florida
$1.11M
OL
2004
OneFund LLC
Florida
$1.11M
AB
2005
Atlas Brown
Kentucky
$1.11M
II
2006
Impact Investors
California
$1.11M
WKWM
2007
Walter & Keenan Wealth Management
Indiana
$1.11M
JCM
2008
Jacobsen Capital Management
Utah
$1.1M
SIA
2009
SkyView Investment Advisors
New Jersey
$1.1M
VEM
2010
Vann Equity Management
Texas
$1.1M
BCA
2011
Bay Colony Advisors
Massachusetts
$1.1M
DFG
2012
Demars Financial Group
Washington
$1.1M
CAI
2013
Capital Advisors Inc
Oklahoma
$1.1M
CFO
2014
Cambient Family Office
Michigan
$1.09M
BCM
2015
Boreal Capital Management
Florida
$1.09M
CIC
2016
Crawford Investment Counsel
Georgia
$1.09M
DBRC
2017
D.B. Root & Company
Pennsylvania
$1.09M
EW
2018
Elyxium Wealth
California
$1.09M
TFIPS
2019
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.09M
CWM
2020
Connecticut Wealth Management
Connecticut
$1.09M
FWA
2021
FSM Wealth Advisors
Ohio
$1.07M
GCP
2022
Guardian Capital (Pennsylvania)
Pennsylvania
$1.07M
FWTB
2023
First Western Trust Bank
Colorado
$1.07M
PWM
2024
Prentice Wealth Management
New York
$1.07M
SC
2025
Solstein Capital
California
$1.07M