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MarketWise
MKTW

43 hedge funds and large institutions have $13.8M invested in MarketWise in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more capital invested

Capital invested by funds: $5.68M → $13.8M (+$8.1M)

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

32.08% more ownership

Funds ownership: 1.28% → 33.36% (+32%)

28% less funds holding

Funds holding: 60 → 43 (-17)

68% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 25

Holders
43
Holders Change
-17
Holders Change %
-28.33%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
10
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$2.79M
2
PM
Phraction Management
Connecticut
+$1.51M
3
Barclays
Barclays
United Kingdom
+$1.3M
4
Raymond James Financial
Raymond James Financial
Florida
+$176K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$112K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$145K
2
MIM
MTM Investment Management
South Carolina
-$142K
3
WN
Williams & Novak
California
-$139K
4
SIA
SkyView Investment Advisors
New Jersey
-$98K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$60.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$18K +$6.32K +412 +85%
Group One Trading
27
Group One Trading
Illinois
$13.2K -$1.01K -66 -9%
HIA
28
Harbor Investment Advisory
Maryland
$12.9K +$9.97K +650 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$12.6K -$15 -1 -0.2%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$5.38K -$36.6K -2,384 -90%
SPIA
31
Steward Partners Investment Advisory
New York
$3.84K -$15 -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 -$15 -1 -0.7%
AIP
34
Ameritas Investment Partners
Nebraska
$1.25K -$15 -1 -2%
AB
35
Amalgamated Bank
New York
$1K – – –
EWA
36
EverSource Wealth Advisors
Alabama
$970 +$399 +26 +113%
Federated Hermes
37
Federated Hermes
Pennsylvania
$693 +$537 +35 New
SCM
38
Sterling Capital Management
North Carolina
$613 +$476 +31 New
TWD
39
True Wealth Design
Ohio
$535 +$138 +9 +50%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$376 +$292 +19 New
EP
41
Essential Partners
California
$336 +$261 +17 New
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$297 – – –
SS
43
SBI Securities
Japan
$40 -$138 -9 -82%
IA
44
IFP Advisors
Florida
$40 – – –
MIM
45
MTM Investment Management
South Carolina
– -$142K -14,013 Closed
WN
46
Williams & Novak
California
– -$139K -13,767 Closed
SIA
47
SkyView Investment Advisors
New Jersey
– -$98K -9,960 Closed
Allianz Asset Management
48
Allianz Asset Management
Germany
– -$51.8K -7,500 Closed
Bank of New York Mellon
49
Bank of New York Mellon
New York
– -$60.6K -6,139 Closed
XT
50
XTX Topco
Cayman Islands
– -$60.3K -6,109 Closed
1
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MKTW Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q2 2025, worth a combined $13.8M — up 143% from $5.68M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MKTW and 8 opened new positions — a net loss of 17 holders — while 10 trimmed existing stakes and 21 added.

The largest buyer was Formidable Asset Management, adding an estimated $2.79M. The largest seller was BlackRock, cutting an estimated $145K.

  • 43 institutional investors held MarketWise (MKTW) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $13.8M of MarketWise stock for Q2 2025, up 143% quarter-over-quarter.
  • 8 funds opened new MarketWise positions in Q2 2025 and 25 closed out, a net change of -17 holders.
  • The largest MarketWise buyer in Q2 2025 was Formidable Asset Management, an estimated $2.79M added.
  • The largest MarketWise seller in Q2 2025 was BlackRock, an estimated $145K sold.

Based on aggregated 13F filings for Q2 2025.