MarketWise
MKTW
49 hedge funds and large institutions have $11.6M invested in MarketWise in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
11% more funds holding
Funds holding: 44 → 49 (+5)
7.84% less ownership
Funds ownership: 33.36% → 25.52% (-7.8%)
16% less capital invested
Capital invested by funds: $13.8M → $11.6M (-$2.14M)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
MTM Investment Management
Spartanburg,
South Carolina
|
+$398K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$212K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$185K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.6K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$23.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$3.51M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$226K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$121K |
| 4 |
Barclays
London,
United Kingdom
|
-$118K |
| 5 |
BlackRock
New York
|
-$45.1K |
MKTW Hedge Fund Activity: Q3 2025 in Review
49 of the 7,645 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q3 2025, worth a combined $11.6M — down 16% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MKTW positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was MTM Investment Management, opening a new position worth an estimated $398K. The largest seller was Formidable Asset Management, cutting an estimated $3.51M.
- 49 institutional investors held MarketWise (MKTW) as of Q3 2025, up from 44 in Q2 2025.
- Funds reported $11.6M of MarketWise stock for Q3 2025, down 16% quarter-over-quarter.
- 8 funds opened new MarketWise positions in Q3 2025 and 3 closed out, a net change of +5 holders.
- The largest MarketWise buyer in Q3 2025 was MTM Investment Management, an estimated $398K added.
- The largest MarketWise seller in Q3 2025 was Formidable Asset Management, an estimated $3.51M sold.
Based on aggregated 13F filings for Q3 2025.