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 %
FFM
201
Forum Financial Management
Illinois
$61.7K +$1.79K +300 +3%
LPL Financial
202
LPL Financial
California
$61.6K -$1.37K -229 -2%
CAM
203
Carret Asset Management
New York
$60.4K -$29.9K -5,000 -33%
CC
204
Cipher Capital
New York
$60.3K +$60.3K +10,076 New
HT
205
Headlands Technologies
Illinois
$50.7K -$239K -40,011 -83%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$50.4K -$6.67K -1,115 -12%
KBC Group
207
KBC Group
Belgium
$36K +$36K +5,999 New
GWSG
208
GPS Wealth Strategies Group
Colorado
$35.5K
YDMI
209
Y.D. More Investments
Israel
$34.7K -$10.7K -1,708 -24%
TFM
210
TFC Financial Management
Massachusetts
$31.4K
CA
211
Clearstead Advisors
Ohio
$27.7K +$27.7K +4,640 New
TRCT
212
Tower Research Capital (TRC)
New York
$27.4K -$23.9K -3,992 -47%
S
213
SignatureFD
Georgia
$18.6K +$2.63K +440 +17%
AF
214
Allworth Financial
California
$18.2K -$1.34K -224 -7%
QL
215
Quarry LP
New York
$13.5K +$13.5K +2,254 New
LC
216
Lindbrook Capital
California
$12.4K +$6.68K +1,117 +117%
QCG
217
Quadrant Capital Group
Ohio
$11.7K +$562 +94 +5%
CG
218
Cutler Group
California
$10K +$3.78K +682 +61%
YAL
219
Your Advocates Ltd
Texas
$8.97K
OA
220
Operose Advisors
Wisconsin
$6.34K
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$4.83K
FHA
222
First Horizon Advisors
Tennessee
$2.8K
SCA
223
Stonebridge Capital Advisors
Minnesota
$1.79K +$1.79K +300 New
SPIA
224
Steward Partners Investment Advisory
New York
$1.5K
GI
225
Gradient Investments
Minnesota
$1.46K