273 hedge funds and large institutions have $1.54B invested in Marqeta in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+5
Holders Change %
+1.87%
% of All Funds
3.95%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
33
Increased
99
Reduced
88
Closed
28
Calls
$10.3M
Puts
$8.2M
Net Calls
+$2.1M
Net Calls Change
-$7.68M
Name Holding Trade Value Shares
Change
Shares
Change %
YWM
201
Yoder Wealth Management
California
$72.5K -$2.95K -600 -4%
PFS
202
Prospera Financial Services
Texas
$72.1K
IEFM
203
IQ EQ Fund Management
Ireland
$70.4K -$24.6K -5,001 -26%
TRCT
204
Tower Research Capital (TRC)
New York
$69.7K -$268K -54,394 -79%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$67.2K +$2.18K +444 +3%
KBC Group
206
KBC Group
Belgium
$66K
Neuberger Berman Group
207
Neuberger Berman Group
New York
$65.4K -$17.4K -3,541 -21%
EF
208
Empowered Funds
Pennsylvania
$64.6K +$4.73K +962 +8%
PIAS
209
PCA Investment Advisory Services
Ohio
$59K
CW
210
CreativeOne Wealth
Kansas
$59K +$59K +12,000 New
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$57.7K +$1.56K +317 +3%
PD
212
Point72 (DIFC)
United Arab Emirates
$56.9K +$56.9K +11,571 New
JSAM
213
J. Safra Asset Management
New York
$52.3K +$21.7K +4,355 +71%
EWM
214
Endowment Wealth Management
Wisconsin
$51.8K -$3.8K -772 -7%
Brown Advisory
215
Brown Advisory
Maryland
$51.2K
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$51.1K -$11.3K -2,299 -18%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$51K +$889 +179 +2%
SAM
218
Shell Asset Management
Netherlands
$50K +$50K +10,147 New
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$49K -$24.5K -5,000 -33%
HighTower Advisors
220
HighTower Advisors
Illinois
$49K +$33 +7 +0.1%
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.7K -$22.1K -4,500 -31%
EIM
222
Essex Investment Management
Massachusetts
$39K
AAM
223
Advisors Asset Management
Colorado
$38.2K -$3.34K -679 -8%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$36.9K
FIA
225
FNY Investment Advisers
New York
$36K +$36K +7,500 New