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MarketWise
MKTW

52 hedge funds and large institutions have $15.3M invested in MarketWise in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 34.17% → 33.35% (-0.82%)

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$212K
2
+$113K
3
+$64.4K
4
UBS Group
UBS Group
Switzerland
+$37K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$28.4K

Top Sellers

1
-$262K
2
-$213K
3
-$44.7K
4
Bank of America
Bank of America
North Carolina
-$38.6K
5
Morgan Stanley
Morgan Stanley
New York
-$27.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
51
Root Financial Partners
California
$37
CIAM
52
Caitong International Asset Management
Hong Kong
$19
GCP
53
GSA Capital Partners
United Kingdom
–
Bank of America
54
Bank of America
North Carolina
–
PWPS
55
Pinnacle Wealth Planning Services
Ohio
–
AB
56
Amalgamated Bank
New York
–
TM
57
Torren Management
California
–
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
–
1 2
3