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257 hedge funds and large institutions have $1.52B invested in Marqeta in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$48.2M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.34% less ownership

Funds ownership: 16.45%16.11% (-0.34%)

3% less funds holding

Funds holding: 265257 (-8)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

74% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $38.7M

Holders
257
Holders Change
-8
Holders Change %
-3.02%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
90
Reduced
83
Closed
37
Calls
$10.2M
Puts
$38.7M
Net Calls
-$28.6M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$20.5K +$2.41K +133 +14%
Federated Hermes
227
Federated Hermes
Pennsylvania
$19.8K +$18.1K +997 +5,247%
AF
228
Allworth Financial
California
$15.9K +$1.23K +68 +9%
S
229
SignatureFD
Georgia
$13K +$9.47K +522 +363%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$12.1K -$8.89K -490 -44%
QCG
231
Quadrant Capital Group
Ohio
$9.08K +$7.95K +438 +1,564%
YAL
232
Your Advocates Ltd
Texas
$7.3K
OA
233
Operose Advisors
Wisconsin
$5.16K
CG
234
Cutler Group
California
$5K
LC
235
Lindbrook Capital
California
$4.63K +$3.88K +214 +892%
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$4.01K
IGWM
237
ICA Group Wealth Management
Colorado
$3.9K
NA
238
NewEdge Advisors
Louisiana
$2.92K
FHA
239
First Horizon Advisors
Tennessee
$2.28K
SPIA
240
Steward Partners Investment Advisory
New York
$1.22K
WAM
241
Worth Asset Management
Texas
$1.22K +$689 +38 +152%
GI
242
Gradient Investments
Minnesota
$1.19K
VNA
243
Valley National Advisers
Pennsylvania
$1K
BIA
244
Bell Investment Advisors
California
$877 -$744 -41 -48%
VCM
245
Versant Capital Management
Arizona
$804 +$544 +30 +273%
FWM
246
Focused Wealth Management
New York
$731
MCM
247
Manchester Capital Management
Vermont
$707 -$417 -23 -39%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$584 +$544 +30 New
GWS
249
Glassman Wealth Services
Virginia
$487 -$18 -1 -4%
OIA
250
Optimum Investment Advisors
Illinois
$487

MQ Hedge Fund Activity: Q2 2023 in Review

257 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Marqeta (MQ) for Q2 2023, worth a combined $1.52B — up 3.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MQ and 31 opened new positions — a net loss of 6 holders — while 83 trimmed existing stakes and 90 added.

The largest buyer was Invesco, adding an estimated $26.9M. The largest seller was Echo Street Capital Management, cutting an estimated $36.2M.

  • 257 institutional investors held Marqeta (MQ) as of Q2 2023, down from 265 in Q1 2023.
  • Funds reported $1.52B of Marqeta stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 31 funds opened new Marqeta positions in Q2 2023 and 37 closed out, a net change of -6 holders.
  • The largest Marqeta buyer in Q2 2023 was Invesco, an estimated $26.9M added.
  • The largest Marqeta seller in Q2 2023 was Echo Street Capital Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2023.