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MarketWise

52 hedge funds and large institutions have $15.3M invested in MarketWise in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

23% more capital invested

Capital invested by funds: $12.4M → $15.3M (+$2.89M)

6% more funds holding

Funds holding: 4952 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 34.17%33.35% (-0.82%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$2.84M -$12.9K -831 -0.5%
SRB
2
Sid R. Bass
$2.53M +$1.79K +116 +0.1%
BlackRock
3
BlackRock
New York
$2.28M -$44.7K -2,891 -2%
PM
4
Phraction Management
Connecticut
$1.84M -$213K -13,754 -12%
VCM
5
Vanguard Capital Management
Pennsylvania
$1.2M +$989K +63,948 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$922K -$4.07K -263 -0.5%
State Street
7
State Street
Massachusetts
$520K -$15K -970 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$509K +$113K +7,275 +37%
RA
9
Royce & Associates
New York
$468K
MIM
10
MTM Investment Management
South Carolina
$360K +$5.45K +352 +2%
FAM
11
Formidable Asset Management
Ohio
$281K
AQR Capital Management
12
AQR Capital Management
Connecticut
$256K +$212K +13,697 New
Northern Trust
13
Northern Trust
Illinois
$247K +$8K +517 +4%
VFT
14
Vanguard Fiduciary Trust
Pennsylvania
$226K +$187K +12,070 New
VPM
15
Vanguard Portfolio Management
Pennsylvania
$186K +$154K +9,954 New
Deutsche Bank
16
Deutsche Bank
Germany
$139K +$64.4K +4,159 +128%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$60.7K -$3.47K -224 -6%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$52.2K +$11.4K +740 +36%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$52K +$124 +8 +0.3%
UBS Group
20
UBS Group
Switzerland
$51K +$37K +2,391 +722%
Morgan Stanley
21
Morgan Stanley
New York
$49.9K -$27.1K -1,753 -40%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$35.1K +$28.4K +1,836 New
JP Morgan Chase
23
JP Morgan Chase
New York
$27.6K -$13.9K -901 -39%
TRCT
24
Tower Research Capital (TRC)
New York
$20.3K +$12.8K +825 +317%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$20.2K +$4.81K +311 +41%

MKTW Hedge Fund Activity: Q1 2026 in Review

52 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2026, worth a combined $15.3M — up 23% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MKTW positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $212K. The largest seller was GSA Capital Partners, exiting entirely with an estimated $262K sold.

  • 52 institutional investors held MarketWise (MKTW) as of Q1 2026, up from 49 in Q4 2025.
  • Funds reported $15.3M of MarketWise stock for Q1 2026, up 23% quarter-over-quarter.
  • 10 funds opened new MarketWise positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest MarketWise buyer in Q1 2026 was AQR Capital Management, an estimated $212K added.
  • The largest MarketWise seller in Q1 2026 was GSA Capital Partners, an estimated $262K sold.

Based on aggregated 13F filings for Q1 2026.