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MarketWise

60 hedge funds and large institutions have $5.68M invested in MarketWise in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $19K | Put options by funds: $14K

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 5960 (+1)

0% less ownership

Funds ownership: 1.28%1.28% (-0%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

11% less capital invested

Capital invested by funds: $6.41M → $5.68M (-$735K)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
18
Closed
10
Calls
$19K
Puts
$14K
Net Calls
+$5K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.33M -$32.2K -2,687 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$716K -$4.06K -339 -0.5%
Barclays
3
Barclays
United Kingdom
$637K +$198K +16,528 +34%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$456K +$49.5K +4,139 +10%
State Street
5
State Street
Massachusetts
$262K
RA
6
Royce & Associates
New York
$247K
FAM
7
Formidable Asset Management
Ohio
$243K -$11.4K -950 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$176K +$3.23K +270 +2%
GCP
9
GSA Capital Partners
United Kingdom
$172K +$208K +17,407 New
MIM
10
MTM Investment Management
South Carolina
$142K +$56.3K +4,700 +50%
WN
11
Williams & Novak
California
$139K -$7.28K -608 -4%
PM
12
Phraction Management
Connecticut
$136K +$165K +13,754 New
Northern Trust
13
Northern Trust
Illinois
$132K -$19.7K -1,649 -11%
SIA
14
SkyView Investment Advisors
New Jersey
$98K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$60.6K -$730 -61 -1%
XT
16
XTX Topco
Cayman Islands
$60.3K +$46.3K +3,867 +172%
AQR Capital Management
17
AQR Capital Management
Connecticut
$60.1K +$54.6K +4,564 +300%
Allianz Asset Management
18
Allianz Asset Management
Germany
$51.8K
Charles Schwab
19
Charles Schwab
California
$48.3K
Morgan Stanley
20
Morgan Stanley
New York
$45K -$21.2K -1,771 -28%
JP Morgan Chase
21
JP Morgan Chase
New York
$39.6K -$40.1K -3,354 -46%
MCP
22
Militia Capital Partners
Nevada
$35.4K +$42.9K +3,581 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$33.7K +$7.79K +651 +24%
UBS Group
24
UBS Group
Switzerland
$32K +$24.9K +2,077 +179%
Goldman Sachs
25
Goldman Sachs
New York
$31.2K -$50.1K -4,188 -57%

MKTW Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q1 2025, worth a combined $5.68M — down 11% from $6.41M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MKTW positions and 10 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $208K. The largest seller was Greenhaven Road Investment Management, exiting entirely with an estimated $391K sold.

  • 60 institutional investors held MarketWise (MKTW) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $5.68M of MarketWise stock for Q1 2025, down 11% quarter-over-quarter.
  • 12 funds opened new MarketWise positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest MarketWise buyer in Q1 2025 was GSA Capital Partners, an estimated $208K added.
  • The largest MarketWise seller in Q1 2025 was Greenhaven Road Investment Management, an estimated $391K sold.

Based on aggregated 13F filings for Q1 2025.