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Tradeweb Markets
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Overview Fund Activity

343 hedge funds and large institutions have $7.84B invested in Tradeweb Markets in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 126 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-10
Holders Change %
-2.83%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
126
Reduced
137
Closed
48
Calls
$18.2M
Puts
$6.77M
Net Calls
+$11.4M
Net Calls Change
-$13M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$390M
2
CCM
2
Cantillon Capital Management
New York
$84.4M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$121M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$544M
5
Bessemer Group
5
Bessemer Group
New Jersey
$130M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.37M
2
JCM
2
Junto Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$819M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$413K
5
Millennium Management
5
Millennium Management
New York
$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
301
First Horizon Advisors
Tennessee
$20.8K – – –
SWM
302
Spire Wealth Management
Virginia
$20.5K – – –
N
303
Natixis
France
$20.2K +$20.2K +295 New
KFP
304
KB Financial Partners
New Jersey
$18K +$3.99K +57 +29%
HFM
305
Harvest Fund Management
China
$16K -$57.8K -856 -78%
RTC
306
Riverview Trust Company
Washington
$15.1K – – –
AF
307
Allworth Financial
California
$13.6K -$549 -8 -4%
IA
308
IFP Advisors
Florida
$13.3K – – –
QL
309
Quarry LP
New York
$12.4K +$6.64K +97 +115%
BIA
310
Bell Investment Advisors
California
$12.3K +$1.03K +15 +9%
GWM
311
Geneos Wealth Management
Colorado
$10.1K – – –
TFM
312
TFC Financial Management
Massachusetts
$9.04K – – –
HNB
313
Huntington National Bank
Ohio
$7.6K +$5K +73 +192%
AAG
314
Armstrong Advisory Group
Massachusetts
$6.92K – – –
UB
315
UMB Bank
Missouri
$6.16K +$4.86K +71 +374%
CAL
316
Capital Advisors Ltd
Ohio
$6K – – –
FFA
317
Farther Finance Advisors
California
$5.82K -$6.16K -90 -51%
PWMG
318
Prestige Wealth Management Group
New Jersey
$4.45K – – –
PAI
319
Pittenger & Anderson Inc
Nebraska
$4.18K – – –
GWS
320
Glassman Wealth Services
Virginia
$4.04K – – –
PFBT
321
Parkside Financial Bank & Trust
Missouri
$3.7K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
322
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.63K -$4.03M -58,821 -100%
LC
323
Lindbrook Capital
California
$3.22K -$2.88K -42 -47%
JWA
324
JFS Wealth Advisors
Pennsylvania
$3.01K -$274 -4 -8%
CWP
325
Concord Wealth Partners
Virginia
$3.01K +$3.01K +44 New
11 12
13
14 15