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MarketWise

61 hedge funds and large institutions have $5.68M invested in MarketWise in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
18
Closed
10
Calls
$19K
Puts
$14K
Net Calls
+$5K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
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 -$967 -98 -4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$22.7K +$16.1K +1,628 +243%
NL
29
Nuveen LLC
North Carolina
$21.1K +$21.1K +2,138 New
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$21.1K +$6.57K +665 +45%
Citigroup
31
Citigroup
New York
$14.3K -$1.37K -139 -9%
AllianceBernstein
32
AllianceBernstein
Tennessee
$13.5K
SG Americas Securities
33
SG Americas Securities
New York
$12K +$71 +7 +0.6%
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$11.4K +$503 +51 +5%
Wells Fargo
35
Wells Fargo
California
$11.4K +$385 +39 +3%
Bank of America
36
Bank of America
North Carolina
$10.1K -$10.6K -1,071 -51%
CF
37
Corebridge Financial
Texas
$9.59K -$30 -3 -0.3%
TRCT
38
Tower Research Capital (TRC)
New York
$9.22K -$809 -82 -8%
Simplex Trading
39
Simplex Trading
Illinois
$9K +$7.22K +736 +407%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$8K
Squarepoint
41
Squarepoint
New York
$7.38K +$7.38K +747 New
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$7.28K +$7.28K +721 New
Group One Trading
43
Group One Trading
Illinois
$7.25K -$9.9K -1,002 -58%
Invesco
44
Invesco
Georgia
$6.96K +$257 +26 +4%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$6K
AWA
46
Aaron Wealth Advisors
Illinois
$5.98K +$5.98K +606 New
SC
47
Savant Capital
Illinois
$5.37K +$5.37K +544 New
AHL
48
Abel Hall LLC
Louisiana
$5.27K +$5.27K +534 New
EI
49
Ethic Inc
New York
$5.13K +$5.13K +508 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.93K +383 +368%