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Tradeweb Markets

333 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 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 100

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

4% more funds holding

Funds holding: 321333 (+12)

0.26% more ownership

Funds ownership: 99.98%100.24% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less capital invested

Capital invested by funds: $9.32B → $7.36B (-$1.96B)

40% less call options, than puts

Call options by funds: $26.9M | Put options by funds: $44.9M

Holders
333
Holders Change
+12
Holders Change %
+3.74%
% 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
44
Calls
$26.9M
Puts
$44.9M
Net Calls
-$17.9M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$11K +$8.5K +117 +293%
GWM
302
Geneos Wealth Management
Colorado
$10K +$10.7K +147 New
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$9K -$5.82K -80 -38%
PCG
304
Private Capital Group
Connecticut
$9K
FCMT
305
Founders Capital Management (Texas)
Texas
$8K +$8.29K +114 New
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$6.92K +$3.99M +54,965 +137%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.6K +77 +1,925%
DWP
308
Destiny Wealth Partners
Florida
$6K +$6.4K +88 New
TWM
309
Tradition Wealth Management
Minnesota
$5K
GWS
310
Glassman Wealth Services
Virginia
$5K +$3.78K +52 +325%
PAI
311
Pittenger & Anderson Inc
Nebraska
$4K
TFM
312
TFC Financial Management
Massachusetts
$4K +$2.11K +29 +116%
CA
313
Crewe Advisors
Utah
$4K +$4.07K +56 New
CWP
314
Concord Wealth Partners
Virginia
$3K +$3.2K +44 New
WT
315
Whittier Trust
California
$3K +$3.42K +47 New
BIA
316
Bell Investment Advisors
California
$3K +$3.71K +51 New
VCM
317
Versant Capital Management
Arizona
$2K -$2.11K -29 -54%
JWA
318
JFS Wealth Advisors
Pennsylvania
$2K -$654 -9 -29%
CFO
319
CVA Family Office
Colorado
$2K
HNB
320
Huntington National Bank
Ohio
$2K
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$2K +$1.96K +27 New
SBL
322
Sargent Bickham Lagudis
Colorado
$2K +$2.18K +30 New
PMFA
323
Plante Moran Financial Advisors
Michigan
$2K +$2.47K +34 New
NFSG
324
Newbridge Financial Services Group
Florida
$1K
DI
325
Disciplined Investments
Oklahoma
$1K +$145 +2 +20%