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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
CAU
2126
Caxton Associates (UK)
$933K
GWAG
2127
Garrett Wealth Advisory Group
Texas
$930K
JWWM
2128
Johnson & White Wealth Management
Pennsylvania
$930K
WF
2129
Whelan Financial
California
$930K
SMBT
2130
Southern Michigan Bank & Trust
Michigan
$929K
USWIA
2131
UP Strategic Wealth Investment Advisors
Pennsylvania
$928K
CCM
2132
Canal Capital Management
Virginia
$928K
AAS
2133
Annex Advisory Services
Wisconsin
$927K
NCM
2134
New Capital Management
Texas
$927K
BFW
2135
Brady Family Wealth
Missouri
$924K
BB
2136
Berkshire Bank
Massachusetts
$921K
SFP
2137
Sandbox Financial Partners
Maryland
$919K
SRC
2138
Shufro Rose & Co
New York
$919K
PBK
2139
Peoples Bank (Kansas)
Kansas
$918K
NF
2140
Nvest Financial
New Hampshire
$918K
RF
2141
Rossby Financial
Florida
$915K
LOWM
2142
Laurel Oak Wealth Management
New Jersey
$913K
NFC
2143
Northstar Financial Companies
Pennsylvania
$913K
SIC
2144
Sterling Investment Counsel
New York
$910K
EGA
2145
E&G Advisors
Texas
$910K
IAS
2146
IMA Advisory Services
Colorado
$909K
LC
2147
LCNB Corp
Ohio
$908K
SWP
2148
Strategic Wealth Partners
Ohio
$905K
AC
2149
Aristides Capital
Kentucky
$903K
SL
2150
Salomon & Ludwin
Virginia
$901K