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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
Mirae Asset Global ETFs Holdings
26
Mirae Asset Global ETFs Holdings
Hong Kong
$19.3K +$526 +34 +3%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$18.5K +$6.82K +441 +81%
Wells Fargo
28
Wells Fargo
California
$12.2K -$24K -1,549 -70%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$11.9K
VGA
30
Vanguard Global Advisers
Pennsylvania
$10.4K +$8.57K +554 New
MAM
31
Meeder Asset Management
Ohio
$9.4K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$7K -$4.58K -296 -47%
HCA
33
Harbor Capital Advisors
Illinois
$6K +$1.95K +126 +64%
SPIA
34
Steward Partners Investment Advisory
New York
$3.63K
Legal & General Group
35
Legal & General Group
United Kingdom
$2.81K
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.98K -$217 -14 -12%
Citigroup
37
Citigroup
New York
$1.52K +$573 +37 +84%
SCM
38
Sterling Capital Management
North Carolina
$1.22K -$1.01K -65 -50%
AIP
39
Ameritas Investment Partners
Nebraska
$1.18K
Federated Hermes
40
Federated Hermes
Pennsylvania
$1.09K
EP
41
Essential Partners
California
$955 +$542 +35 +219%
EWA
42
EverSource Wealth Advisors
Alabama
$899 +$77 +5 +12%
Optiver Holding
43
Optiver Holding
Netherlands
$693
Group One Trading
44
Group One Trading
Illinois
$374
TWD
45
True Wealth Design
Ohio
$281 -$46 -3 -17%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$281
AF
47
Allworth Financial
California
$188 +$155 +10 New
AAP
48
Arax Advisory Partners
Colorado
$112 +$77 +5 +500%
IA
49
IFP Advisors
Florida
$75 +$62 +4 New
SS
50
Sunbelt Securities
Texas
$56

MKTW Hedge Fund Activity: Q1 2026 in Review

52 of the 8,127 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.