We are live on ! Find out more

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
PFBT
251
Parkside Financial Bank & Trust
Missouri
$414
GRP
252
Global Retirement Partners
California
$375 +$254 +14 +280%
BWM
253
Baystate Wealth Management
Massachusetts
$244
JWA
254
JFS Wealth Advisors
Pennsylvania
$35 +$36 +2 New
SIC
255
SJS Investment Consulting
Ohio
$20
DI
256
Disciplined Investments
Oklahoma
$15 +$18 +1 New
GCS
257
Gordian Capital (Singapore)
Singapore
$5
Adage Capital Partners
258
Adage Capital Partners
Massachusetts
-$6.14M -336,103 Closed
Wellington Management Group
259
Wellington Management Group
Massachusetts
-$4.15M -227,096 Closed
HF
260
HRT Financial
New York
-$2.19M -119,847 Closed
GCM
261
Graham Capital Management
Connecticut
-$1.99M -109,095 Closed
WMSA
262
Weiss Multi-Strategy Advisers
New York
-$777K -42,500 Closed
QC
263
Quadrature Capital
United Kingdom
-$716K -39,071 Closed
WCA
264
Whetstone Capital Advisors
Kansas
-$548K -30,000 Closed
HLA
265
Hamilton Lane Advisors
Pennsylvania
-$518K -28,364 Closed
LSA
266
Liberty Street Advisors
New York
-$478K -26,129 Closed
PAM
267
Panagora Asset Management
Massachusetts
-$347K -18,961 Closed
DFG
268
Delphi Financial Group
Delaware
-$285K -15,575 Closed
SG Americas Securities
269
SG Americas Securities
New York
-$259K -14,171 Closed
NC
270
NinePointTwo Capital
California
-$232K -12,734 Closed
WG
271
Winton Group
United Kingdom
-$210K -11,484 Closed
SW
272
SVB Wealth
Massachusetts
-$132K -7,247 Closed
PTC
273
Petrus Trust Company
Texas
-$131K -7,166 Closed
QFA
274
Quattro Financial Advisors
Texas
-$87.7K -4,796 Closed
PI
275
PFS Investments
Georgia
-$72K -4,140 Closed

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.