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 %
WAM
251
Worth Asset Management
Texas
$457
OIA
252
Optimum Investment Advisors
Illinois
$457
LC
253
Lindbrook Capital
California
$444 -$2.89K -632 -87%
ASN
254
Advisory Services Network
Georgia
$415
PFBT
255
Parkside Financial Bank & Trust
Missouri
$389
Federated Hermes
256
Federated Hermes
Pennsylvania
$338 +$338 +74 New
BWM
257
Baystate Wealth Management
Massachusetts
$229
AIP
258
Ahrens Investment Partners
Louisiana
$229 +$229 +50 New
VCM
259
Versant Capital Management
Arizona
$192 +$192 +42 New
GRP
260
Global Retirement Partners
California
$77 +$77 +19 New
EI
261
Ellevest Inc
New York
$69 +$69 +15 New
SC
262
Schubert & Co
Texas
$28 -$9 -2 -25%
SIC
263
SJS Investment Consulting
Ohio
$14
JWA
264
JFS Wealth Advisors
Pennsylvania
$5 -$30 -6 -86%
DI
265
Disciplined Investments
Oklahoma
$5 -$5 -1 -50%
AM
266
Atreides Management
Massachusetts
-$42.7M -6,988,353 Closed
P2P
267
Phase 2 Partners
California
-$17.7M -2,899,726 Closed
AIM
268
Artemis Investment Management
United Kingdom
-$11.3M -1,848,842 Closed
Balyasny Asset Management
269
Balyasny Asset Management
Illinois
-$8.78M -1,437,077 Closed
PCM
270
Philosophy Capital Management
California
-$8.59M -1,406,382 Closed
TC
271
TwinBeech Capital
New York
-$6.97M -1,140,007 Closed
VEPM
272
Vista Equity Partners Management
California
-$3.67M -600,240 Closed
BOCH
273
Blue Owl Capital Holdings
New York
-$3.06M -500,968 Closed
PP
274
PDT Partners
New York
-$2.06M -337,780 Closed
AWA
275
Arete Wealth Advisors
Illinois
-$3.49B -300,880 Closed