240 hedge funds and large institutions have $1.94B invested in Marqeta in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-17
Holders Change %
-6.61%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
30
Increased
89
Reduced
75
Closed
46
Calls
$23.2M
Puts
$14.5M
Net Calls
+$8.7M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$114K +$19.8K +3,310 +21%
WT
177
Whittier Trust
California
$107K
Vontobel Holding
178
Vontobel Holding
Switzerland
$106K +$13.8K +2,300 +15%
IA
179
IFP Advisors
Florida
$106K +$80.5K +13,467 +320%
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$104K -$1.79K -299 -2%
Tudor Investment Corp
181
Tudor Investment Corp
Connecticut
$103K -$2.06M -344,713 -95%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.1K +$12K +2,000 +14%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$96.6K +$8.77K +1,466 +10%
SAM
184
Shell Asset Management
Netherlands
$94K -$1.46K -244 -2%
EIM
185
Essex Investment Management
Massachusetts
$92.3K +$20K +3,349 +28%
PA
186
Pinnacle Associates
New York
$89.1K -$31.7K -5,300 -26%
LOAMU
187
Lombard Odier Asset Management (USA)
New York
$89K -$283K -47,367 -76%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$87.8K -$260K -43,630 -75%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$86.7K +$1.32K +220 +2%
NA
190
NewEdge Advisors
Louisiana
$84.8K +$81.2K +13,575 +2,263%
EWM
191
Endowment Wealth Management
Wisconsin
$80.9K
BJL
192
Brighton Jones LLC
Washington
$78.5K +$939 +157 +1%
3F
193
360 Financial
Minnesota
$72.7K
API
194
Advisor Partners II
California
$72.2K +$9.02K +1,509 +14%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$70.8K
GCM
196
Graham Capital Management
Connecticut
$68.9K +$68.9K +11,526 New
AAM
197
Advisors Asset Management
Colorado
$67.2K +$19K +3,174 +39%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$67K +$1.5K +252 +2%
PFS
199
Prospera Financial Services
Texas
$65K +$1.26K +211 +2%
PA
200
Profund Advisors
Maryland
$61.9K +$61.9K +10,354 New