MKTW icon

MarketWise
MKTW

Overview Fund Activity

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, 21 increasing their positions, 10 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
21
Reduced
10
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Phraction Management
Connecticut
$2.22M
2
Barclays
2
Barclays
United Kingdom
$2.95M
3
FAM
3
Formidable Asset Management
Ohio
$386K
4
Raymond James Financial
4
Raymond James Financial
Florida
$226K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$149K

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.47M
2
MIM
2
MTM Investment Management
South Carolina
$0
3
WN
3
Williams & Novak
California
$0
4
SIA
4
SkyView Investment Advisors
New Jersey
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$18K +$8.25K +412 +85%
Group One Trading
27
Group One Trading
Illinois
$13.2K -$1.31K -66 -9%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$13K -$20 -1 -0.2%
HIA
29
Harbor Investment Advisory
Maryland
$12.9K +$12.9K +650 New
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$5.38K -$47.2K -2,384 -90%
SPIA
31
Steward Partners Investment Advisory
New York
$3.84K -$20 -1 -0.5%
Legal & General Group
32
Legal & General Group
United Kingdom
$2.97K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$2.75K -$20 -1 -0.7%
AIP
34
Ameritas Investment Partners
Nebraska
$1.25K -$20 -1 -2%
AB
35
Amalgamated Bank
New York
$1K – – –
EWA
36
EverSource Wealth Advisors
Alabama
$970 +$515 +26 +113%
Federated Hermes
37
Federated Hermes
Pennsylvania
$693 +$693 +35 New
SCM
38
Sterling Capital Management
North Carolina
$613 +$613 +31 New
TWD
39
True Wealth Design
Ohio
$535 +$178 +9 +50%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$376 +$376 +19 New
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$297 – – –
SS
42
SBI Securities
Japan
$40 -$180 -9 -82%
IA
43
IFP Advisors
Florida
$40 – – –
MIM
44
MTM Investment Management
South Carolina
– -$142K -14,013 Closed
WN
45
Williams & Novak
California
– -$139K -13,767 Closed
SIA
46
SkyView Investment Advisors
New Jersey
– -$98K -9,960 Closed
Allianz Asset Management
47
Allianz Asset Management
Germany
– -$51.8K -7,500 Closed
Bank of New York Mellon
48
Bank of New York Mellon
New York
– -$60.6K -6,139 Closed
XT
49
XTX Topco
Cayman Islands
– -$60.3K -6,109 Closed
Charles Schwab
50
Charles Schwab
California
– -$48.3K -4,889 Closed
1
2
3