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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
BAM
2301
BOS Asset Management
Illinois
$743K
TCOTS
2302
Trust Company of the South
North Carolina
$743K
DIP
2303
DT Investment Partners
Pennsylvania
$743K
CS
2304
Crescent Sterling
Louisiana
$742K
PWA
2305
Physician Wealth Advisors
Utah
$741K
SPWG
2306
Syntegra Private Wealth Group
Missouri
$740K
CPW
2307
Crestmont Private Wealth
Texas
$737K
RP
2308
Riverwater Partners
Wisconsin
$737K
AHL
2309
Abel Hall LLC
Louisiana
$737K
AT
2310
Adelphi Trust
Florida
$736K
DPI
2311
Diversified Portfolios Inc
Michigan
$735K
RHAM
2312
Round Hill Asset Management
California
$735K
SHGA
2313
Sand Hill Global Advisors
California
$734K
MPPW
2314
Mitchell & Pahl Private Wealth
Oklahoma
$734K
ALAM
2315
Asahi Life Asset Management
Japan
$733K
DM
2316
Diversified Management
Wisconsin
$732K
WCM
2317
Wedge Capital Management
North Carolina
$731K
SC
2318
Saiph Capital
New Jersey
$730K
TAP
2319
TSG Advice Partners
Ohio
$730K
VHAM
2320
Van Hulzen Asset Management
California
$729K
SOW
2321
State of Wyoming
Wyoming
$728K
ACG
2322
Allen Capital Group
Nebraska
$727K
SWA
2323
SFMG Wealth Advisors
Texas
$725K
RDWM
2324
Red Door Wealth Management
Tennessee
$725K
CB
2325
Community Bank
New York
$724K