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 %
Creative Planning
201
Creative Planning
Kansas
$63.4K +$63.4K +13,879 New
EWM
202
Endowment Wealth Management
Wisconsin
$61.8K
JFG
203
Jefferies Financial Group
New York
$60.5K -$129K -28,209 -68%
FRM
204
Fox Run Management
Connecticut
$60K -$46.5K -10,176 -44%
3F
205
360 Financial
Minnesota
$56.2K -$63.1K -13,800 -53%
EIM
206
Essex Investment Management
Massachusetts
$55.2K -$626 -137 -1%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$54.1K +$896 +196 +2%
VIA
208
Vident Investment Advisory
Georgia
$53.8K +$53.8K +11,775 New
SEI Investments
209
SEI Investments
Pennsylvania
$52.5K +$52.5K +11,491 New
DU
210
Delphia (USA)
Ontario, Canada
$52.3K +$52.3K +11,453 New
IWM
211
IHT Wealth Management
Illinois
$49.8K +$49.8K +10,892 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$49K +$5.6K +1,221 +13%
JC
213
JCSD Capital
California
$48.4K +$48K +10,500 +10,500%
FFM
214
Forum Financial Management
Illinois
$48.1K +$48.1K +10,522 New
Stifel Financial
215
Stifel Financial
Missouri
$46.6K -$3.2K -700 -6%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$45.4K +$1.03K +225 +2%
YDMI
217
Y.D. More Investments
Israel
$36.4K -$14.7K -3,220 -29%
AAM
218
Advisors Asset Management
Colorado
$33.7K +$2.59K +566 +8%
GWSG
219
GPS Wealth Strategies Group
Colorado
$27.1K +$27.1K +5,935 New
TFM
220
TFC Financial Management
Massachusetts
$24K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$20.3K +$3.17K +693 +18%
AF
222
Allworth Financial
California
$13.7K +$4.09K +894 +42%
SOW
223
State of Wyoming
Wyoming
$13.6K -$2.88K -631 -17%
YAL
224
Your Advocates Ltd
Texas
$6.86K
CG
225
Cutler Group
California
$5K -$33.2K -7,439 -87%