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Tradeweb Markets

341 hedge funds and large institutions have $7.16B invested in Tradeweb Markets in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 130 increasing their positions, 108 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

111% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11.8M

20% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 108

19% more capital invested

Capital invested by funds: $6.01B → $7.16B (+$1.15B)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

2% more funds holding

Funds holding: 333341 (+8)

0.1% less ownership

Funds ownership: 99.17%99.07% (-0.1%)

Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
5.48%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
69
Increased
130
Reduced
108
Closed
59
Calls
$24.9M
Puts
$11.8M
Net Calls
+$13.1M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
S
276
SignatureFD
Georgia
$80.1K +$14.3K +243 +25%
WT
277
Whittier Trust
California
$78.6K +$71.1K +1,210 New
CS
278
Comerica Securities
Michigan
$59.4K +$53.7K +914 New
QCG
279
Quadrant Capital Group
Ohio
$59.3K +$34.4K +586 +179%
FAM
280
Fred Alger Management
New York
$56.3K
TWM
281
Tradition Wealth Management
Minnesota
$46K
EI
282
Ellevest Inc
New York
$45.9K +$18.3K +312 +79%
JWM
283
Janiczek Wealth Management
Colorado
$45.2K -$5.76K -98 -13%
WA
284
Win Advisors
Florida
$45K +$40.7K +693 New
BFEC
285
Benjamin F. Edwards & Company
Missouri
$41K +$10.1K +171 +38%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$40K +$21.2K +360 +145%
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$37K +$18.8K +319 +130%
BC
288
Barrett & Company
Rhode Island
$27.3K
PA
289
Parallel Advisors
California
$25K +$529 +9 +2%
FHA
290
First Horizon Advisors
Tennessee
$24.7K +$529 +9 +2%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$23.1K +$20.9K +355 New
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$21.7K -$70.9K -1,206 -78%
HFM
293
Harvest Fund Management
China
$19K
SWM
294
Spire Wealth Management
Virginia
$19K
IA
295
IFP Advisors
Florida
$19K +$2.17K +37 +12%
BAMF
296
BI Asset Management Fondsmaeglerselskab
Denmark
$16K +$14.1K +240 New
USCWA
297
U.S. Capital Wealth Advisors
Texas
$15.2K +$13.8K +234 New
TPCW
298
TD Private Client Wealth
New York
$15.1K -$2.76K -47 -17%
PCM
299
Penserra Capital Management
California
$15K -$647 -11 -4%
GRP
300
Global Retirement Partners
California
$14.9K