254 hedge funds and large institutions have $1.27B invested in Marqeta in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
45
Increased
91
Reduced
74
Closed
40
Calls
$10.8M
Puts
$3.22M
Net Calls
+$7.57M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$3.01K +$1.81K +440 +152%
OA
227
Operose Advisors
Wisconsin
$2.31K
PWMG
228
Private Wealth Management Group
New Jersey
$2.31K +$2.31K +560 New
FFA
229
Farther Finance Advisors
California
$2.14K -$327 -77 -13%
RTL
230
Red Tortoise LLC
Georgia
$2.13K +$2.13K +517 New
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1.46K +$1.11K +270 +318%
SIC
232
SJS Investment Consulting
Ohio
$1.22K
EWA
233
EverSource Wealth Advisors
Alabama
$1.13K +$692 +168 +157%
CYG
234
Clean Yield Group
Vermont
$1.01K +$1.01K +245 New
AAP
235
Arax Advisory Partners
Colorado
$1K +$1K +243 New
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$998 -$13.4K -3,254 -93%
LC
237
Lindbrook Capital
California
$667 +$667 +162 New
SSG
238
Summit Securities Group
New York
$597 +$597 +145 New
CFO
239
CVA Family Office
Colorado
$531 +$531 +129 New
CA
240
CoreCap Advisors
Michigan
$515
OIA
241
Optimum Investment Advisors
Illinois
$412
SC
242
Stephens Consulting
Michigan
$351 +$351 +85 New
SW
243
SVB Wealth
Massachusetts
$297 +$297 +72 New
PPA
244
Painted Porch Advisors
California
$202
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$198 -$186 -45 -48%
GFPC
246
Global Financial Private Client
Florida
$190 +$132 +32 +229%
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$38
JWA
248
JFS Wealth Advisors
Pennsylvania
$33
HIA
249
HFM Investment Advisors
New Jersey
$29 +$29 +7 New
BIA
250
Bell Investment Advisors
California
$25