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Tradeweb Markets
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Overview Fund Activity

437 hedge funds and large institutions have $11.9B invested in Tradeweb Markets in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 151 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+31
Holders Change %
+7.64%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
72
Increased
166
Reduced
151
Closed
37
Calls
$80.3M
Puts
$49M
Net Calls
+$31.3M
Net Calls Change
+$32.3M

Top Buyers

1
AI
Axiom Investors
Connecticut
$168M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$111M
4
American Century Companies
American Century Companies
Missouri
$84.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
$57.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
2
Capital World Investors
Capital World Investors
California
$168M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$581M
5
Citadel Advisors
Citadel Advisors
Florida
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Summit Creek Advisors
Minnesota
$655K +$7.4K +71 +1%
M&T Bank
277
M&T Bank
New York
$640K +$364K +3,497 +132%
FCBT
278
First Citizens Bank & Trust
North Carolina
$638K +$638K +6,122 New
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$625K -$223K -2,145 -26%
IMCOOI
280
Investment Management Corp of Ontario (IMCO)
Canada
$617K -$83.3K -800 -12%
FLPIM
281
F.L. Putnam Investment Management
Massachusetts
$611K -$216K -2,074 -26%
Prudential Financial
282
Prudential Financial
New Jersey
$595K -$25M -240,060 -98%
HIM
283
Hillsdale Investment Management
Ontario, Canada
$583K +$583K +5,600 New
AWM
284
Avitas Wealth Management
California
$556K -$7.5K -72 -1%
Bank of Nova Scotia
285
Bank of Nova Scotia
Ontario, Canada
$552K +$5.31K +51 +1%
ADIM
286
Alpha DNA Investment Management
Maryland
$550K +$550K +5,283 New
KHCM
287
Kirtland Hills Capital Management
Ohio
$531K +$531K +4,805 New
CAM
288
Cresset Asset Management
Illinois
$516K +$248K +2,376 +92%
YMRC
289
Yorktown Management & Research Company
Virginia
$505K – – –
CAN
290
Cetera Advisor Networks
California
$499K +$208 +2 +0%
DAS
291
Dynamic Advisor Solutions
Arizona
$488K +$488K +4,684 New
Cerity Partners
292
Cerity Partners
New York
$486K +$486K +4,663 New
XT
293
XTX Topco
Cayman Islands
$471K +$471K +4,525 New
CWM
294
CIBC World Markets
New York
$465K +$149K +1,428 +47%
PAS
295
Park Avenue Securities
New York
$455K +$4.17K +40 +0.9%
VI
296
Versor Investments
New York
$444K -$1.07M -10,255 -71%
Mariner
297
Mariner
Kansas
$431K -$10.5K -101 -2%
NA
298
NewEdge Advisors
Louisiana
$431K -$27.9K -268 -6%
Creative Planning
299
Creative Planning
Kansas
$430K +$149K +1,427 +53%
IWC
300
Integrated Wealth Concepts
Massachusetts
$424K +$1.04K +10 +0.2%
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12
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