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Marqeta
MQ

Overview Fund Activity

263 hedge funds and large institutions have $2.18B invested in Marqeta in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
50
Increased
86
Reduced
84
Closed
22
Calls
$37.7M
Puts
$8.43M
Net Calls
+$29.3M
Net Calls Change
+$20.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.8M
2
Capital International Investors
2
Capital International Investors
California
$15.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$320M
4
SCM
4
Scopia Capital Management
New York
$33.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$209M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.32M
2
ACL
2
Azora Capital LP
Florida
$22.5M
3
SC
3
Samlyn Capital
New York
$32.4M
4
IV
4
Industry Ventures
California
$35.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
226
TFC Financial Management
Massachusetts
$36.6K – – –
YDMI
227
Y.D. More Investments
Israel
$34.2K -$517 -82 -1%
GWSG
228
GPS Wealth Strategies Group
Colorado
$32.9K -$8.55K -1,225 -21%
CG
229
Cutler Group
California
$30K +$17.7K +2,609 +145%
AF
230
Allworth Financial
California
$21.1K -$140 -20 -0.7%
S
231
SignatureFD
Georgia
$19.4K -$2.25K -322 -10%
CA
232
Clearstead Advisors
Ohio
$16.9K -$15.5K -2,215 -48%
QL
233
Quarry LP
New York
$13.5K -$2.21K -317 -14%
QCG
234
Quadrant Capital Group
Ohio
$13K -$656 -94 -5%
FFA
235
Farther Finance Advisors
California
$11.8K +$11.8K +1,697 New
YAL
236
Your Advocates Ltd
Texas
$10.5K – – –
LC
237
Lindbrook Capital
California
$6.83K -$7.6K -1,089 -53%
IGWM
238
ICA Group Wealth Management
Colorado
$5.58K +$5.58K +800 New
PWMG
239
Private Wealth Management Group
New Jersey
$4.31K +$4.31K +617 New
GI
240
GAMMA Investing
California
$4.29K +$4.29K +714 New
OA
241
Operose Advisors
Wisconsin
$3.92K -$3.48K -499 -47%
FHA
242
First Horizon Advisors
Tennessee
$3.27K – – –
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$2.38K -$3.23K -475 -58%
SIC
244
SJS Investment Consulting
Ohio
$2.14K +$2.12K +303 +7,575%
SPIA
245
Steward Partners Investment Advisory
New York
$1.75K – – –
GI
246
Gradient Investments
Minnesota
$1.7K – – –
PS
247
Principal Securities
Iowa
$1.42K +$1.42K +204 New
LPP
248
Life Planning Partners
Florida
$1.29K +$1.29K +184 New
GRP
249
Global Retirement Partners
California
$1.17K – – –
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.17K +$328 +47 +39%
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