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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
BTWM
2426
Baker Tilly Wealth Management
Wisconsin
$635K
HCP
2427
Hexagon Capital Partners
Arkansas
$634K
MMPW
2428
Mitchell McLeod Pugh & Williams
Alabama
$632K
EL
2429
Essex LLC
Illinois
$631K
NA
2430
Nordwand Advisors
Pennsylvania
$630K
NAM
2431
NTV Asset Management
West Virginia
$629K
TSWM
2432
Triangle Securities Wealth Management
North Carolina
$628K
FCAS
2433
First Command Advisory Services
Texas
$628K
MWM
2434
MOR Wealth Management
Pennsylvania
$628K
GL
2435
Gerber LLC
Ohio
$627K
LF
2436
LifeSteps Financial
California
$625K
PWM
2437
Proathlete Wealth Management
Florida
$624K
PPW
2438
Parcion Private Wealth
Washington
$623K
PHWM
2439
Pine Harbor Wealth Management
Maryland
$621K
PL
2440
Parthenon LLC
Kentucky
$621K
FM
2441
Foster & Motley
Ohio
$620K
PA
2442
Planning Alternatives
Michigan
$619K
CMI
2443
Clare Market Investments
Texas
$618K
TPBG
2444
Turning Point Benefit Group
Maryland
$618K
CPM
2445
Connective Portfolio Management
New York
$617K
NAMNJ
2446
NorthStar Asset Management (New Jersey)
New Jersey
$616K
CIS
2447
Continental Investors Services
Washington
$615K
BL
2448
Balentine LLC
Georgia
$615K
TA
2449
TruWealth Advisors
Louisiana
$614K
4WM
2450
49 Wealth Management
Texas
$613K