248 hedge funds and large institutions have $1.84B invested in Marqeta in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

2% less funds holding

Funds holding: 254248 (-6)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.1M
Puts
$2.39M
Net Calls
Net Calls Change

Top Sellers

1 -$29M
2 -$28.9M
3 -$22.8M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$20.5M
5
UBS Group
UBS Group
Switzerland
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$22K
Osaic Holdings
202
Osaic Holdings
Arizona
$21.6K
AF
203
Allworth Financial
California
$18.7K
BIG
204
Brooklyn Investment Group
New York
$15.1K
VCM
205
Versant Capital Management
Arizona
$14.2K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$13.7K
AIC
207
Archer Investment Corporation
Indiana
$11.7K
Jones Financial Companies
208
Jones Financial Companies
Missouri
$8.82K
YAL
209
Your Advocates Ltd
Texas
$8.74K
FFA
210
Farther Finance Advisors
California
$8.65K
HNB
211
Huntington National Bank
Ohio
$8.2K
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$6.98K
YDMI
213
Y.D. More Investments
Israel
$6.7K
WSFS
214
Wilmington Savings Fund Society
Delaware
$6.21K
RIL
215
Rothschild Investment LLC
Illinois
$5.92K
FDW
216
Fourth Dimension Wealth
Ohio
$5.45K
Comerica Bank
217
Comerica Bank
Texas
$5.04K
EWA
218
EverSource Wealth Advisors
Alabama
$3.57K
OA
219
Operose Advisors
Wisconsin
$3.27K
UB
220
UMB Bank
Missouri
$3.07K
RTL
221
Red Tortoise LLC
Georgia
$3.01K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$3K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$2.61K
PWMG
224
Private Wealth Management Group
New Jersey
$2.52K
GI
225
GAMMA Investing
California
$2.02K