263 hedge funds and large institutions have $2.18B invested in Marqeta in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
86
Reduced
84
Closed
22
Calls
$37.7M
Puts
$8.43M
Net Calls
+$29.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
201
Vontobel Holding
Switzerland
$113K -$10.8K -1,550 -9%
XT
202
XTX Topco
Cayman Islands
$111K +$111K +15,952 New
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$110K +$8.53K +1,222 +8%
YWM
204
Yoder Wealth Management
California
$107K +$107K +15,334 New
Cerity Partners
205
Cerity Partners
New York
$107K -$284K -40,700 -73%
Balyasny Asset Management
206
Balyasny Asset Management
Illinois
$107K -$8.76M -1,254,842 -99%
UCFA
207
United Capital Financial Advisors
Texas
$105K +$105K +15,098 New
PFS
208
Prospera Financial Services
Texas
$104K +$27.8K +3,979 +37%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K -$14K -2,000 -12%
CA
210
Cetera Advisors
Colorado
$95.9K +$95.9K +13,736 New
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$87.7K +$87.7K +12,571 New
BAM
212
Blueshift Asset Management
New Jersey
$86K +$86K +12,323 New
3F
213
360 Financial
Minnesota
$85.9K
SAM
214
Shell Asset Management
Netherlands
$84K -$24.8K -3,577 -23%
EWM
215
Endowment Wealth Management
Wisconsin
$83.3K -$11.1K -1,585 -12%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$82.6K
PA
217
Profund Advisors
Maryland
$81.5K +$9.23K +1,322 +13%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$78.2K -$71.2K -9,969 -48%
TI
219
Tidal Investments
Wisconsin
$75.7K +$75.7K +10,843 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$73K -$5.17K -745 -7%
AAM
221
Advisors Asset Management
Colorado
$72.8K -$5.64K -808 -7%
SW
222
SVB Wealth
Massachusetts
$70.1K +$70.1K +10,050 New
KBC Group
223
KBC Group
Belgium
$66K +$24.4K +3,517 +59%
EIM
224
Essex Investment Management
Massachusetts
$63K -$44.7K -6,410 -42%
PAS
225
Point72 Asia (Singapore)
Singapore
$42.5K +$42.5K +6,087 New