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MarketWise

60 hedge funds and large institutions have $5.68M invested in MarketWise in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $19K | Put options by funds: $14K

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 5960 (+1)

0% less ownership

Funds ownership: 1.28%1.28% (-0%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

11% less capital invested

Capital invested by funds: $6.41M → $5.68M (-$735K)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
18
Closed
10
Calls
$19K
Puts
$14K
Net Calls
+$5K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$27.6K
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$26.2K -$1.17K -98 -4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$22.7K +$19.5K +1,628 +243%
N
29
Nuveen
North Carolina
$21.1K
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$21.1K +$7.96K +665 +45%
Citigroup
31
Citigroup
New York
$14.3K -$1.66K -139 -9%
AllianceBernstein
32
AllianceBernstein
Tennessee
$13.5K
SG Americas Securities
33
SG Americas Securities
New York
$12K +$84 +7 +0.6%
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$11.4K +$610 +51 +5%
Wells Fargo
35
Wells Fargo
California
$11.4K +$467 +39 +3%
Bank of America
36
Bank of America
North Carolina
$10.1K -$12.8K -1,071 -51%
CF
37
Corebridge Financial
Texas
$9.59K -$36 -3 -0.3%
TRCT
38
Tower Research Capital (TRC)
New York
$9.22K -$982 -82 -8%
Simplex Trading
39
Simplex Trading
Illinois
$9K +$8.81K +736 +407%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$8K
Squarepoint
41
Squarepoint
New York
$7.38K +$8.94K +747 New
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$7.28K +$8.63K +721 New
Group One Trading
43
Group One Trading
Illinois
$7.25K -$12K -1,002 -58%
Invesco
44
Invesco
Georgia
$6.96K +$311 +26 +4%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$6.29K
AWA
46
Aaron Wealth Advisors
Illinois
$5.98K +$7.25K +606 New
AHL
47
Abel Hall LLC
Louisiana
$5.27K +$6.39K +534 New
EI
48
Ethic Inc
New York
$5.13K +$6.08K +508 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.58K +383 +368%
Citadel Advisors
50
Citadel Advisors
Florida
$4.42K -$27.2K -2,269 -84%

MKTW Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2025, worth a combined $5.68M — down 11% from $6.41M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MKTW positions and 10 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $208K. The largest seller was Greenhaven Road Investment Management, exiting entirely with an estimated $391K sold.

  • 60 institutional investors held MarketWise (MKTW) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $5.68M of MarketWise stock for Q1 2025, down 11% quarter-over-quarter.
  • 12 funds opened new MarketWise positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest MarketWise buyer in Q1 2025 was GSA Capital Partners, an estimated $208K added.
  • The largest MarketWise seller in Q1 2025 was Greenhaven Road Investment Management, an estimated $391K sold.

Based on aggregated 13F filings for Q1 2025.