MarketWise
MKTW
59 hedge funds and large institutions have $6.41M invested in MarketWise in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 11 closing their positions.
460% more call options, than puts
Call options by funds: $28K | Put options by funds: $5K
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
0.29% less ownership
Funds ownership: 1.57% → 1.28% (-0.29%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 60 → 59 (-1)
30% less capital invested
Capital invested by funds: $9.18M → $6.41M (-$2.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$507K |
| 2 |
BlackRock
New York
|
+$247K |
| 3 |
WN
Williams & Novak
Westlake Village,
California
|
+$75.5K |
| 4 |
EAM
Eschler Asset Management
London,
United Kingdom
|
+$61.9K |
| 5 |
JP Morgan Chase
New York
|
+$42.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$1.58M |
| 2 |
RA
Royce & Associates
New York
|
-$348K |
| 3 |
Cerity Partners
New York
|
-$296K |
| 4 |
PM
Phraction Management
Colchester,
Connecticut
|
-$112K |
| 5 |
Renaissance Technologies
New York
|
-$78.2K |
MKTW Hedge Fund Activity: Q4 2024 in Review
59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2024, worth a combined $6.41M — down 30% from $9.18M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of MKTW and 10 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 22 added.
The largest buyer was Barclays, adding an estimated $507K. The largest seller was Greenhaven Road Investment Management, cutting an estimated $1.58M.
- 59 institutional investors held MarketWise (MKTW) as of Q4 2024, down from 60 in Q3 2024.
- Funds reported $6.41M of MarketWise stock for Q4 2024, down 30% quarter-over-quarter.
- 10 funds opened new MarketWise positions in Q4 2024 and 11 closed out, a net change of -1 holder.
- The largest MarketWise buyer in Q4 2024 was Barclays, an estimated $507K added.
- The largest MarketWise seller in Q4 2024 was Greenhaven Road Investment Management, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2024.