267 hedge funds and large institutions have $1.48B invested in Marqeta in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-11
Holders Change %
-3.96%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
43
Increased
90
Reduced
81
Closed
52
Calls
$21M
Puts
$70.9M
Net Calls
-$49.8M
Net Calls Change
-$62.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
226
Operose Advisors
Wisconsin
$4.84K -$8.77K -1,920 -64%
TWA
227
TCI Wealth Advisors
Arizona
$4.84K +$466 +102 +11%
AAS
228
Ameritas Advisory Services
Nebraska
$4.15K +$4.15K +1,000 New
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$3.77K
TWC
230
TD Waterhouse Canada
Ontario, Canada
$3.67K -$286 -48 -7%
IGWM
231
ICA Group Wealth Management
Colorado
$3.66K
NA
232
NewEdge Advisors
Louisiana
$2.74K -$151 -33 -5%
S
233
SignatureFD
Georgia
$2.62K -$55 -12 -2%
FHA
234
First Horizon Advisors
Tennessee
$2.14K +$2.14K +469 New
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$2.02K -$2 -472 -0.1%
WTA
236
Washington Trust Advisors
Massachusetts
$1.86K
BIA
237
Bell Investment Advisors
California
$1.58K +$754 +165 +92%
WPA
238
West Paces Advisors
Georgia
$1.58K +$1.58K +345 New
BAM
239
Belpointe Asset Management
Nevada
$1.3K +$183 +40 +16%
SPIA
240
Steward Partners Investment Advisory
New York
$1.14K
GI
241
Gradient Investments
Minnesota
$1.12K
MCM
242
Manchester Capital Management
Vermont
$1.08K +$714 +156 +193%
GCS
243
Gordian Capital (Singapore)
Singapore
$1K
BTI
244
Blue Trust Inc
Georgia
$1K +$261 +35 +35%
FWM
245
Focused Wealth Management
New York
$686
BWL
246
Bogart Wealth LLC
Virginia
$553 +$553 +121 New
QCG
247
Quadrant Capital Group
Ohio
$503 +$343 +75 +214%
BAAM
248
Baker Avenue Asset Management
California
$484 -$589 -129 -55%
GWS
249
Glassman Wealth Services
Virginia
$475 +$475 +104 New
RA
250
Rise Advisors
New York
$457