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.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
23% more capital invested
Capital invested by funds: $12.4M → $15.3M (+$2.89M)
6% more funds holding
Funds holding: 49 → 52 (+3)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$212K |
| 2 |
Renaissance Technologies
New York
|
+$113K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$64.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$37K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$28.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$262K |
| 2 |
PM
Phraction Management
Colchester,
Connecticut
|
-$213K |
| 3 |
BlackRock
New York
|
-$44.7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$38.6K |
| 5 |
Morgan Stanley
New York
|
-$27.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFP
51
Root Financial Partners
Encinitas,
California
| $37 | +$31 | +2 | New |
|
|
CIAM
52
Caitong International Asset Management
Hong Kong
| $19 | +$15 | +1 | New |
|
|
GCP
53
GSA Capital Partners
London,
United Kingdom
| – | -$262K | -17,472 | Closed |
|
|
54
Bank of America
Charlotte,
North Carolina
| – | -$38.6K | -2,567 | Closed |
|
|
PWPS
55
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$6.55K | -436 | Closed |
|
|
AB
56
Amalgamated Bank
New York
| – | -$1K | -62 | Closed |
|
|
TM
57
Torren Management
San Diego,
California
| – | -$241 | -16 | Closed |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$75 | -5 | Closed |
|
MKTW Hedge Fund Activity: Q1 2026 in Review
52 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2026, worth a combined $15.3M — up 23% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MKTW positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was AQR Capital Management, opening a new position worth an estimated $212K. The largest seller was GSA Capital Partners, exiting entirely with an estimated $262K sold.
- 52 institutional investors held MarketWise (MKTW) as of Q1 2026, up from 49 in Q4 2025.
- Funds reported $15.3M of MarketWise stock for Q1 2026, up 23% quarter-over-quarter.
- 10 funds opened new MarketWise positions in Q1 2026 and 6 closed out, a net change of +4 holders.
- The largest MarketWise buyer in Q1 2026 was AQR Capital Management, an estimated $212K added.
- The largest MarketWise seller in Q1 2026 was GSA Capital Partners, an estimated $262K sold.
Based on aggregated 13F filings for Q1 2026.