We are live on ! Find out more

253 hedge funds and large institutions have $1.23B invested in Marqeta in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

2% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 85

0.31% more ownership

Funds ownership: 18.8%19.11% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 255253 (-2)

15% less capital invested

Capital invested by funds: $1.45B → $1.23B (-$224M)

19% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $26.5M

Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
87
Reduced
85
Closed
32
Calls
$21.4M
Puts
$26.5M
Net Calls
-$5.15M
Net Calls Change
-$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$18.1K +$16.7K +990 +825%
Osaic Holdings
202
Osaic Holdings
Arizona
$12.6K -$6.77K -402 -34%
EP
203
Essential Partners
California
$11.7K +$11.9K +708 +10,114%
C
204
Covestor
United Kingdom
$9K +$9.6K +570 +6,333%
EWA
205
EverSource Wealth Advisors
Alabama
$8.94K +$6.35K +377 +220%
AIC
206
Archer Investment Corporation
Indiana
$8.16K
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$6.2K +$6.4K +380 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$6.06K +$859 +51 +16%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$5.91K +$4.6K +273 +307%
HNB
210
Huntington National Bank
Ohio
$5.74K
Optiver Holding
211
Optiver Holding
Netherlands
$5.23K +$4.78K +284 +789%
SAM
212
Smartleaf Asset Management
Massachusetts
$4.95K +$404 +24 +8%
RIL
213
Rothschild Investment LLC
Illinois
$4.91K +$1.4K +83 +38%
RFP
214
Root Financial Partners
California
$4.06K -$67 -4 -2%
FDW
215
Fourth Dimension Wealth
Ohio
$3.81K
BWA
216
Basecamp Wealth Advisors
Washington
$3.64K -$1.5K -89 -29%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$3.11K +$960 +57 +43%
FFA
218
Farther Finance Advisors
California
$2.97K +$724 +43 +29%
AAP
219
Arax Advisory Partners
Colorado
$2.67K +$1.43K +85 +108%
OA
220
Operose Advisors
Wisconsin
$2.29K
RTL
221
Red Tortoise LLC
Georgia
$2.11K
MCM
222
MAI Capital Management
Ohio
$2.11K +$1.75K +104 +416%
CIAM
223
Caitong International Asset Management
Hong Kong
$2.02K +$2.07K +123 +12,300%
PWMG
224
Private Wealth Management Group
New Jersey
$1.76K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.7K +$1.75K +104 New