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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
DAC
2201
Dividend Assets Capital
South Carolina
$851K
WAM
2202
Werlinich Asset Management
Connecticut
$851K
SW
2203
SkyOak Wealth
Michigan
$849K
BAM
2204
Brave Asset Management
New Jersey
$849K
CA
2205
Cache Advisors
California
$847K
BNA
2206
BankChampaign National Association
Illinois
$845K
BFG
2207
Birch Financial Group
New Hampshire
$844K
CCS
2208
Concentric Capital Strategies
Connecticut
$843K
EWA
2209
Eagle Wealth Advisors
Connecticut
$843K
AWM
2210
Aberdeen Wealth Management
Illinois
$842K
PIC
2211
Portland Investment Counsel
Ontario, Canada
$840K
AA
2212
Auxano Advisors
Washington
$839K
BIA
2213
Bigelow Investment Advisors
Maine
$838K
GWM
2214
Glass Wealth Management
Texas
$837K
CFG
2215
Carr Financial Group
Massachusetts
$837K
IIM
2216
Invariant Investment Management
Pennsylvania
$832K
AF
2217
Abound Financial
California
$832K
CWA
2218
Canvas Wealth Advisors
Kansas
$830K
SWM
2219
Salvus Wealth Management
New Jersey
$830K
WFMPM
2220
Woodley Farra Manion Portfolio Management
Indiana
$830K
CWM
2221
Centurion Wealth Management
Virginia
$830K
CWA
2222
CM Wealth Advisors
Ohio
$828K
TIM
2223
Tevis Investment Management
Texas
$827K
SSC
2224
Syverson Strege & Co
Iowa
$824K
KC
2225
Knuff & Co
California
$824K