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Tradeweb Markets

332 hedge funds and large institutions have $7.36B invested in Tradeweb Markets in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 141 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
61
Increased
141
Reduced
100
Closed
43
Calls
$26.9M
Puts
$44.9M
Net Calls
-$17.9M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$10K +$10K +147 New
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$9K -$5.58K -80 -38%
PCG
303
Private Capital Group
Connecticut
$9K
FCMT
304
Founders Capital Management (Texas)
Texas
$8K +$8K +114 New
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$6.92K +$4.01K +54,965 +137%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.7K +77 +1,925%
DWP
307
Destiny Wealth Partners
Florida
$6K +$6K +88 New
TWM
308
Tradition Wealth Management
Minnesota
$5K
GWS
309
Glassman Wealth Services
Virginia
$5K +$3.82K +52 +325%
PAI
310
Pittenger & Anderson Inc
Nebraska
$4K
TFM
311
TFC Financial Management
Massachusetts
$4K +$2.15K +29 +116%
CA
312
Crewe Advisors
Utah
$4K +$4K +56 New
CWP
313
Concord Wealth Partners
Virginia
$3K +$3K +44 New
WT
314
Whittier Trust
California
$3K +$3K +47 New
BIA
315
Bell Investment Advisors
California
$3K +$3K +51 New
VCM
316
Versant Capital Management
Arizona
$2K -$2.32K -29 -54%
JWA
317
JFS Wealth Advisors
Pennsylvania
$2K -$818 -9 -29%
HNB
318
Huntington National Bank
Ohio
$2K
CFO
319
CVA Family Office
Colorado
$2K
MIFH
320
Migdal Insurance & Financial Holdings
Israel
$2K +$2K +27 New
SBL
321
Sargent Bickham Lagudis
Colorado
$2K +$2K +30 New
PMFA
322
Plante Moran Financial Advisors
Michigan
$2K +$2K +34 New
NFSG
323
Newbridge Financial Services Group
Florida
$1K
DI
324
Disciplined Investments
Oklahoma
$1K +$167 +2 +20%
SC
325
Schubert & Co
Texas
$1K +$471 +8 +89%