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MarketAxess Holdings

518 hedge funds and large institutions have $8.52B invested in MarketAxess Holdings in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 161

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

3.11% more ownership

Funds ownership: 96.84%99.95% (+3.1%)

2% more funds holding

Funds holding: 509518 (+9)

10% less capital invested

Capital invested by funds: $9.42B → $8.52B (-$904M)

10% less call options, than puts

Call options by funds: $28.7M | Put options by funds: $31.9M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
518
Holders Change
+9
Holders Change %
+1.77%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
90
Increased
205
Reduced
161
Closed
75
Calls
$28.7M
Puts
$31.9M
Net Calls
-$3.24M
Net Calls Change
-$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
476
Global Retirement Partners
California
$3.92K +$790 +3 +21%
CA
477
Clearstead Advisors
Ohio
$3.85K
AS
478
Altshuler Shaham
Israel
$3.84K +$4.47K +17 New
EWA
479
EverSource Wealth Advisors
Alabama
$3.84K +$263 +1 +6%
GBT
480
Grove Bank & Trust
Florida
$3.39K
SIC
481
Salem Investment Counselors
North Carolina
$3.17K
RTL
482
Red Tortoise LLC
Georgia
$3.17K +$1.32K +5 +56%
CIAM
483
Caitong International Asset Management
Hong Kong
$3.17K +$3.69K +14 New
MCM
484
Manchester Capital Management
Vermont
$2.94K +$2.63K +10 +333%
RCM
485
Raleigh Capital Management
North Carolina
$2.71K -$1.84K -7 -37%
RIM
486
Ranger Investment Management
Texas
$2.71K -$1.32K -5 -29%
TPCW
487
TD Private Client Wealth
New York
$2.71K +$526 +2 +20%
DF
488
Dunhill Financial
United Kingdom
$2.51K +$526 +2 +22%
JWA
489
JFS Wealth Advisors
Pennsylvania
$2.49K -$526 -2 -15%
DIP
490
DT Investment Partners
Pennsylvania
$2.49K
VWM
491
Venturi Wealth Management
Texas
$2.26K +$790 +3 +43%
EBA
492
Eagle Bay Advisors
New York
$1.81K -$790 -3 -27%
CIA
493
Cape Investment Advisory
Georgia
$1.81K
S
494
Sachetta
Massachusetts
$1.58K
BIG
495
Brooklyn Investment Group
New York
$1.58K +$1.84K +7 New
TIM
496
Tortoise Investment Management
New York
$1.58K
DPW
497
DiNuzzo Private Wealth
Pennsylvania
$1.36K
MSWM
498
Mowery & Schoenfeld Wealth Management
Illinois
$1.36K +$1.58K +6 New
NWWA
499
New Wave Wealth Advisors
Arkansas
$1.36K +$1.58K +6 New
TFM
500
TFC Financial Management
Massachusetts
$1.13K

MKTX Hedge Fund Activity: Q4 2024 in Review

518 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MarketAxess Holdings (MKTX) for Q4 2024, worth a combined $8.52B — down 9.6% from $9.42B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MKTX positions and 75 closed out — a net gain of 15 holders — while 205 added to existing stakes and 161 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Ownership Capital B.V., exiting entirely with an estimated $71.1M sold.

  • 518 institutional investors held MarketAxess Holdings (MKTX) as of Q4 2024, up from 509 in Q3 2024.
  • Funds reported $8.52B of MarketAxess Holdings stock for Q4 2024, down 9.6% quarter-over-quarter.
  • 90 funds opened new MarketAxess Holdings positions in Q4 2024 and 75 closed out, a net change of +15 holders.
  • The largest MarketAxess Holdings buyer in Q4 2024 was Fidelity Investments, an estimated $89.9M added.
  • The largest MarketAxess Holdings seller in Q4 2024 was Ownership Capital B.V., an estimated $71.1M sold.

Based on aggregated 13F filings for Q4 2024.