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MarketWise

42 hedge funds and large institutions have $13.8M invested in MarketWise in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 34 reducing their positions, and 25 closing their positions.

Holders
42
Holders Change
-19
Holders Change %
-31.15%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
1
Reduced
34
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Barclays
1
Barclays
United Kingdom
$2.95M 149,131 -1,140,914 -88%
BlackRock
2
BlackRock
New York
$2.47M 125,007 -2,564,770 -95%
PM
3
Phraction Management
Connecticut
$2.22M 112,070 -163,011 -59%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.45M 73,514 -1,375,170 -95%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$979K 49,461 -874,856 -95%
State Street
6
State Street
Massachusetts
$542K 27,372 -503,980 -95%
RA
7
Royce & Associates
New York
$495K 25,000 -475,000 -95%
FAM
8
Formidable Asset Management
Ohio
$386K 206,558 -285,000 -58%
Renaissance Technologies
9
Renaissance Technologies
New York
$366K 18,499 -338,301 -95%
GCP
10
GSA Capital Partners
United Kingdom
$348K 17,563 -330,567 -95%
Northern Trust
11
Northern Trust
Illinois
$276K 13,937 -254,153 -95%
Raymond James Financial
12
Raymond James Financial
Florida
$226K 11,438 +11,438 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$223K 11,293 -110,368 -91%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$149K 7,520 +2,644 +54%
Morgan Stanley
15
Morgan Stanley
New York
$127K 6,409 -84,667 -93%
UBS Group
16
UBS Group
Switzerland
$87.2K 4,408 -60,306 -93%
Deutsche Bank
17
Deutsche Bank
Germany
$64.5K 3,260 +3,260 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$61.9K 3,127 -42,816 -93%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$53.1K 2,681 -40,034 -94%
Bank of America
20
Bank of America
North Carolina
$50.9K 2,572 -17,994 -87%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$50.7K 2,561 -77,580 -97%
TRCT
22
Tower Research Capital (TRC)
New York
$41.5K 2,095 -16,578 -89%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$27.9K 1,408 +1,408 New
Wells Fargo
24
Wells Fargo
California
$27.7K 1,400 -21,730 -94%
Citigroup
25
Citigroup
New York
$18.5K 936 -28,031 -97%