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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, 76 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $14.5M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more capital invested

Capital invested by funds: $1.52B → $1.94B (+$414M)

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

0.83% more ownership

Funds ownership: 16.11%16.94% (+0.83%)

7% less funds holding

Funds holding: 257240 (-17)

35% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 46

Holders
240
Holders Change
-17
Holders Change %
-6.61%
% of All Funds
3.81%
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
76
Closed
46
Calls
$23.2M
Puts
$14.5M
Net Calls
+$8.7M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Profund Advisors
Maryland
$61.9K +$58.7K +2,589 New
FFM
202
Forum Financial Management
Illinois
$61.7K +$1.7K +75 +3%
LPL Financial
203
LPL Financial
California
$61.6K -$1.29K -57 -2%
CAM
204
Carret Asset Management
New York
$60.4K -$28.4K -1,250 -33%
CC
205
Cipher Capital
New York
$60.3K +$57.1K +2,519 New
HT
206
Headlands Technologies
Illinois
$50.7K -$227K -10,003 -83%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$50.4K -$6.33K -279 -12%
KBC Group
208
KBC Group
Belgium
$36K +$34K +1,500 New
GWSG
209
GPS Wealth Strategies Group
Colorado
$35.5K
YDMI
210
Y.D. More Investments
Israel
$34.7K -$9.69K -427 -24%
TFM
211
TFC Financial Management
Massachusetts
$31.4K
CA
212
Clearstead Advisors
Ohio
$27.7K +$26.3K +1,160 New
TRCT
213
Tower Research Capital (TRC)
New York
$27.4K -$22.6K -998 -47%
S
214
SignatureFD
Georgia
$18.6K +$2.5K +110 +17%
AF
215
Allworth Financial
California
$18.2K -$1.27K -56 -7%
QL
216
Quarry LP
New York
$13.5K +$12.8K +564 New
LC
217
Lindbrook Capital
California
$12.4K +$6.33K +279 +117%
QCG
218
Quadrant Capital Group
Ohio
$11.7K +$544 +24 +5%
CG
219
Cutler Group
California
$10K +$3.86K +170 +60%
YAL
220
Your Advocates Ltd
Texas
$8.97K
OA
221
Operose Advisors
Wisconsin
$6.34K
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$4.83K
FHA
223
First Horizon Advisors
Tennessee
$2.8K
SCA
224
Stonebridge Capital Advisors
Minnesota
$1.79K +$1.7K +75 New
SPIA
225
Steward Partners Investment Advisory
New York
$1.5K

MQ Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Marqeta (MQ) for Q3 2023, worth a combined $1.94B — up 27% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MQ and 30 opened new positions — a net loss of 16 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was Azora Capital LP, adding an estimated $44.1M. The largest seller was HMI Capital Management, exiting entirely with an estimated $77.9M sold.

  • 240 institutional investors held Marqeta (MQ) as of Q3 2023, down from 257 in Q2 2023.
  • Funds reported $1.94B of Marqeta stock for Q3 2023, up 27% quarter-over-quarter.
  • 30 funds opened new Marqeta positions in Q3 2023 and 46 closed out, a net change of -16 holders.
  • The largest Marqeta buyer in Q3 2023 was Azora Capital LP, an estimated $44.1M added.
  • The largest Marqeta seller in Q3 2023 was HMI Capital Management, an estimated $77.9M sold.

Based on aggregated 13F filings for Q3 2023.