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MarketWise

49 hedge funds and large institutions have $12.4M invested in MarketWise in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8.65% more ownership

Funds ownership: 25.52%34.17% (+8.7%)

7% more capital invested

Capital invested by funds: $11.6M → $12.4M (+$767K)

2% more funds holding

Funds holding: 4849 (+1)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
16
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$2.29M +$156K +9,961 +7%
SRB
2
Sid R. Bass
$2.03M +$2.11M +135,000 New
BlackRock
3
BlackRock
New York
$1.88M +$37.1K +2,371 +2%
PM
4
Phraction Management
Connecticut
$1.68M
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.27M +$15.1K +968 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$744K -$19.4K -1,240 -2%
State Street
7
State Street
Massachusetts
$432K +$22.1K +1,414 +5%
RA
8
Royce & Associates
New York
$376K
Renaissance Technologies
9
Renaissance Technologies
New York
$299K +$14.1K +900 +5%
MIM
10
MTM Investment Management
South Carolina
$283K -$44.7K -2,861 -13%
GCP
11
GSA Capital Partners
United Kingdom
$262K +$29.6K +1,892 +12%
FAM
12
Formidable Asset Management
Ohio
$225K
Northern Trust
13
Northern Trust
Illinois
$191K +$5.05K +323 +3%
Morgan Stanley
14
Morgan Stanley
New York
$66.4K +$6.32K +404 +10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$52.1K +$6.74K +431 +14%
Deutsche Bank
16
Deutsche Bank
Germany
$49K
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$41.6K -$6.03K -386 -12%
Bank of America
18
Bank of America
North Carolina
$38.6K +$10.6K +677 +36%
JP Morgan Chase
19
JP Morgan Chase
New York
$34.8K -$9.96K -637 -22%
Wells Fargo
20
Wells Fargo
California
$33K +$11.8K +757 +52%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$30.7K +$12.1K +773 +61%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$15K +$688 +44 +5%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$12K -$657 -42 -5%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$9.55K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K -$4.58K -293 -32%

MKTW Hedge Fund Activity: Q4 2025 in Review

49 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2025, worth a combined $12.4M — up 6.6% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKTW positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Barclays, adding an estimated $156K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $191K sold.

  • 49 institutional investors held MarketWise (MKTW) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $12.4M of MarketWise stock for Q4 2025, up 6.6% quarter-over-quarter.
  • 5 funds opened new MarketWise positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest MarketWise buyer in Q4 2025 was Barclays, an estimated $156K added.
  • The largest MarketWise seller in Q4 2025 was Susquehanna International Group, an estimated $191K sold.

Based on aggregated 13F filings for Q4 2025.