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MarketAxess Holdings

485 hedge funds and large institutions have $6.62B invested in MarketAxess Holdings in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 70

65% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $20.4M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 450485 (+35)

7% more capital invested

Capital invested by funds: $6.21B → $6.62B (+$404M)

2.96% more ownership

Funds ownership: 95.28%98.24% (+3%)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 170

Holders
485
Holders Change
+35
Holders Change %
+7.78%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
117
Increased
156
Reduced
170
Closed
70
Calls
$33.7M
Puts
$20.4M
Net Calls
+$13.3M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
276
Sentinus LLC
Illinois
$413K +$388K +2,276 New
UWS
277
Unique Wealth Strategies
Illinois
$412K +$64.2K +376 +20%
PA
278
Profund Advisors
Maryland
$411K +$387K +2,266 New
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$407K -$184K -1,077 -32%
FCM
280
Fieldview Capital Management
Michigan
$396K +$373K +2,185 New
SCM
281
Sterling Capital Management
North Carolina
$391K -$16.7K -98 -4%
SFC
282
SYM Financial Corp
Indiana
$390K +$367K +2,149 New
PWM
283
Perigon Wealth Management
California
$381K +$358K +2,100 New
KRW
284
Kaufman Rossin Wealth
Florida
$376K +$354K +2,074 New
CPA
285
Capital Performance Advisors
California
$372K +$351K +2,055 New
XSC
286
X-Square Capital
Puerto Rico
$367K +$26.3K +154 +8%
ACM
287
Ashford Capital Management
Delaware
$363K
GAM
288
Groupama Asset Management
France
$362K -$35.2K -206 -9%
RWB
289
RMR Wealth Builders
New Jersey
$355K -$21.5K -126 -6%
HKAM
290
Horizon Kinetics Asset Management
New York
$353K
KIA
291
Knollwood Investment Advisory
Maryland
$351K
X
292
Xponance
Pennsylvania
$350K +$8.02K +47 +2%
URS
293
Utah Retirement Systems
Utah
$349K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$346K +$90.3K +529 +38%
DP
295
Dundas Partners
United Kingdom
$345K -$57.5K -337 -15%
SFA
296
Sequoia Financial Advisors
Ohio
$340K -$46.1K -270 -13%
Jones Financial Companies
297
Jones Financial Companies
Missouri
$335K +$29.4K +172 +10%
BPC
298
Banque Pictet & Cie
Switzerland
$330K +$29.9K +175 +11%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$330K -$278K -1,631 -47%
AFGAS
300
Allegiance Financial Group Advisory Services
Virginia
$330K +$310K +1,818 New