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MarketWise
MKTW

Overview Fund Activity

61 hedge funds and large institutions have $5.68M invested in MarketWise in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
18
Closed
10
Calls
$19K
Puts
$14K
Net Calls
+$5K
Net Calls Change
-$18K

Top Buyers

1
GCP
GSA Capital Partners
United Kingdom
+$172K
2
Barclays
Barclays
United Kingdom
+$163K
3
PM
Phraction Management
Connecticut
+$136K
4
MIM
MTM Investment Management
South Carolina
+$47.5K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$45.1K

Top Sellers

1
GRIM
Greenhaven Road Investment Management
Connecticut
-$391K
2
EAM
Eschler Asset Management
United Kingdom
-$62.9K
3
Jane Street
Jane Street
New York
-$48.2K
4
Goldman Sachs
Goldman Sachs
New York
-$41.3K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$33.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.33M -$26.5K -2,687 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$716K -$3.35K -339 -0.5%
Barclays
3
Barclays
United Kingdom
$637K +$163K +16,528 +34%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$456K +$40.9K +4,139 +10%
State Street
5
State Street
Massachusetts
$262K – – –
RA
6
Royce & Associates
New York
$247K – – –
FAM
7
Formidable Asset Management
Ohio
$243K -$9.38K -950 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$176K +$2.67K +270 +2%
GCP
9
GSA Capital Partners
United Kingdom
$172K +$172K +17,407 New
MIM
10
MTM Investment Management
South Carolina
$142K +$47.5K +4,700 +50%
WN
11
Williams & Novak
California
$139K -$6.14K -608 -4%
PM
12
Phraction Management
Connecticut
$136K +$136K +13,754 New
Northern Trust
13
Northern Trust
Illinois
$132K -$16.3K -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 -$602 -61 -1%
XT
16
XTX Topco
Cayman Islands
$60.3K +$38.2K +3,867 +172%
AQR Capital Management
17
AQR Capital Management
Connecticut
$60.1K +$45.1K +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 -$17.5K -1,771 -28%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$39.6K -$33.1K -3,354 -46%
MCP
22
Militia Capital Partners
Nevada
$35.4K +$35.4K +3,581 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$33.7K +$6.43K +651 +24%
UBS Group
24
UBS Group
Switzerland
$32K +$20.5K +2,077 +179%
Goldman Sachs
25
Goldman Sachs
New York
$31.2K -$41.3K -4,188 -57%
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