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Tradeweb Markets

354 hedge funds and large institutions have $8.87B invested in Tradeweb Markets in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $3.77M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 111

24% more capital invested

Capital invested by funds: $7.16B → $8.87B (+$1.71B)

4% more funds holding

Funds holding: 341354 (+13)

1.28% more ownership

Funds ownership: 99.07%100.35% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
354
Holders Change
+13
Holders Change %
+3.81%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
48
Increased
154
Reduced
111
Closed
32
Calls
$28.1M
Puts
$3.77M
Net Calls
+$24.4M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$6.96K -$10.6K -146 -43%
QL
327
Quarry LP
New York
$6.64K +$6.08K +84 New
ASN
328
Advisory Services Network
Georgia
$6.01K
CFB
329
Cullen/Frost Bankers
Texas
$5.21K +$4.78K +66 New
PWMG
330
Prestige Wealth Management Group
New Jersey
$5.14K
PAI
331
Pittenger & Anderson Inc
Nebraska
$4.82K
GWS
332
Glassman Wealth Services
Virginia
$4.66K
PCA
333
Providence Capital Advisors
North Carolina
$4.58K +$4.2K +58 New
PFBT
334
Parkside Financial Bank & Trust
Missouri
$4.27K
MIFH
335
Migdal Insurance & Financial Holdings
Israel
$4K +$2.39K +33 +194%
JWA
336
JFS Wealth Advisors
Pennsylvania
$3.79K +$362 +5 +12%
VFA
337
Values First Advisors
Tennessee
$3.31K +$3.04K +42 New
IAIM
338
International Assets Investment Management
Florida
$3.08K +$2.82K +39 New
HNB
339
Huntington National Bank
Ohio
$3K +$724 +10 +36%
SC
340
Schubert & Co
Texas
$1.82K +$1.3K +18 +360%
UB
341
UMB Bank
Missouri
$1.5K
NFSG
342
Newbridge Financial Services Group
Florida
$1.42K
VCM
343
Versant Capital Management
Arizona
$1.34K -$362 -5 -23%
SIC
344
SJS Investment Consulting
Ohio
$1.03K +$217 +3 +30%
BTI
345
Blue Trust Inc
Georgia
$1K +$652 +9 +225%
DI
346
Disciplined Investments
Oklahoma
$948 +$217 +3 +33%
GRP
347
Global Retirement Partners
California
$892 -$15.7K -217 -94%
BWM
348
BerganKDV Wealth Management
Minnesota
$712
BAAM
349
Baker Avenue Asset Management
California
$553
TWA
350
TCI Wealth Advisors
Arizona
$317 +$145 +2 +100%