We are live on ! Find out more
MKTW icon

MarketWise
MKTW

49 hedge funds and large institutions have $12.4M invested in MarketWise in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8.65% more ownership

Funds ownership: 25.52% → 34.17% (+8.7%)

7% more capital invested

Capital invested by funds: $11.6M → $12.4M (+$767K)

2% more funds holding

Funds holding: 48 → 49 (+1)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
16
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$156K
2
BlackRock
BlackRock
New York
+$37.1K
3
GCP
GSA Capital Partners
United Kingdom
+$29.6K
4
State Street
State Street
Massachusetts
+$22.1K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$15.1K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$191K
2
AQR Capital Management
AQR Capital Management
Connecticut
-$181K
3
UBS Group
UBS Group
Switzerland
-$96.7K
4
MIM
MTM Investment Management
South Carolina
-$44.7K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$19.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$8.22K +$1.69K +108 +25%
MAM
27
Meeder Asset Management
Ohio
$7.54K +$7.85K +502 New
PWPS
28
Pinnacle Wealth Planning Services
Ohio
$6.55K +$6.82K +436 New
UBS Group
29
UBS Group
Switzerland
$4.97K -$96.7K -6,185 -95%
TRCT
30
Tower Research Capital (TRC)
New York
$3.9K -$13.3K -849 -77%
HCA
31
Harbor Capital Advisors
Illinois
$3K -$47 -3 -2%
SPIA
32
Steward Partners Investment Advisory
New York
$2.91K – – –
Legal & General Group
33
Legal & General Group
United Kingdom
$2.25K – – –
SCM
34
Sterling Capital Management
North Carolina
$1.95K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.8K -$313 -20 -14%
AB
36
Amalgamated Bank
New York
$1K +$516 +33 +114%
AIP
37
Ameritas Investment Partners
Nebraska
$946 – – –
Federated Hermes
38
Federated Hermes
Pennsylvania
$871 – – –
Citigroup
39
Citigroup
New York
$661 -$2.35K -150 -77%
EWA
40
EverSource Wealth Advisors
Alabama
$646 -$109 -7 -14%
Optiver Holding
41
Optiver Holding
Netherlands
$556 +$16 +1 +3%
Group One Trading
42
Group One Trading
Illinois
$300 -$31 -2 -9%
TWD
43
True Wealth Design
Ohio
$271 -$109 -7 -28%
TM
44
Torren Management
California
$241 +$250 +16 New
EP
45
Essential Partners
California
$240 -$78 -5 -24%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$225 – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$75 +$78 +5 New
SS
48
Sunbelt Securities
Texas
$45 – – –
AAP
49
Arax Advisory Partners
Colorado
$15 -$1.06K -68 -99%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$191K -11,571 Closed
1
2
3

MKTW Hedge Fund Activity: Q4 2025 in Review

49 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2025, worth a combined $12.4M — up 6.6% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKTW positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Barclays, adding an estimated $156K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $191K sold.

  • 49 institutional investors held MarketWise (MKTW) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $12.4M of MarketWise stock for Q4 2025, up 6.6% quarter-over-quarter.
  • 5 funds opened new MarketWise positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest MarketWise buyer in Q4 2025 was Barclays, an estimated $156K added.
  • The largest MarketWise seller in Q4 2025 was Susquehanna International Group, an estimated $191K sold.

Based on aggregated 13F filings for Q4 2025.