We are live on ! Find out more
TW icon

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
RTC
301
Riverview Trust Company
Washington
$14K +$13K +221 New
SI
302
Stephens Inc
Arkansas
$13.9K
BAM
303
Belpointe Asset Management
Nevada
$13K +$11.8K +201 New
KFP
304
KB Financial Partners
New Jersey
$13K
AF
305
Allworth Financial
California
$12.7K -$1.53K -26 -12%
Dimensional Fund Advisors
306
Dimensional Fund Advisors
Texas
$12.2K +$1.75M +29,807 +19%
GWM
307
Geneos Wealth Management
Colorado
$9.57K
BIA
308
Bell Investment Advisors
California
$9.15K +$7.41K +126 +840%
TFM
309
TFC Financial Management
Massachusetts
$8.57K +$4.58K +78 +144%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.58K +112 New
CA
311
CoreCap Advisors
Michigan
$6.75K +$6.11K +104 New
AAG
312
Armstrong Advisory Group
Massachusetts
$6.56K +$5.94K +101 New
CAL
313
Capital Advisors Ltd
Ohio
$6K +$4.53K +77 +700%
DWP
314
Destiny Wealth Partners
Florida
$5.71K
LC
315
Lindbrook Capital
California
$5.32K -$6.11K -104 -56%
ASN
316
Advisory Services Network
Georgia
$4.93K +$4.47K +76 New
PWMG
317
Prestige Wealth Management Group
New Jersey
$4.22K +$3.82K +65 New
PAI
318
Pittenger & Anderson Inc
Nebraska
$3.96K
GWS
319
Glassman Wealth Services
Virginia
$3.83K +$1.88K +32 +119%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$3.51K +$1.35K +23 +74%
MYAM
321
Meiji Yasuda Asset Management
Japan
$2.93K +$67.3K +1,144 +3%
CWP
322
Concord Wealth Partners
Virginia
$2.86K +$2.59K +44 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.79K
HNB
324
Huntington National Bank
Ohio
$1.82K -$59 -1 -3%
VCM
325
Versant Capital Management
Arizona
$1.43K