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Tradeweb Markets
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Overview Fund Activity

362 hedge funds and large institutions have $9.13B invested in Tradeweb Markets in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
133
Reduced
126
Closed
35
Calls
$21.4M
Puts
$6.22M
Net Calls
+$15.1M
Net Calls Change
+$3.73M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$687M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$52.7M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$223M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$183M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$71.3M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$177M
2
OCBV
2
Ownership Capital B.V.
Netherlands
$258M
3
BlackRock
3
BlackRock
New York
$867M
4
BA
4
Bridgewater Associates
Connecticut
$11.2M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$24.1K – – –
KFP
327
KB Financial Partners
New Jersey
$21K – – –
RTC
328
Riverview Trust Company
Washington
$17.7K – – –
IA
329
IFP Advisors
Florida
$15.6K – – –
GWM
330
Geneos Wealth Management
Colorado
$12.7K +$801 +10 +7%
BIA
331
Bell Investment Advisors
California
$12K -$2.49K -31 -17%
FFA
332
Farther Finance Advisors
California
$11.1K +$4.33K +54 +64%
TFM
333
TFC Financial Management
Massachusetts
$10.6K – – –
PAI
334
Pittenger & Anderson Inc
Nebraska
$9.62K +$4.73K +59 +97%
HNB
335
Huntington National Bank
Ohio
$8.74K -$160 -2 -2%
AAG
336
Armstrong Advisory Group
Massachusetts
$8.1K – – –
UB
337
UMB Bank
Missouri
$7.22K – – –
CAL
338
Capital Advisors Ltd
Ohio
$7K – – –
LC
339
Lindbrook Capital
California
$5.94K +$2.17K +27 +57%
PWMG
340
Prestige Wealth Management Group
New Jersey
$5.21K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
341
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.13K +$882 +11 +21%
GWS
342
Glassman Wealth Services
Virginia
$4.73K – – –
PFBT
343
Parkside Financial Bank & Trust
Missouri
$4.73K +$401 +5 +9%
AF
344
Allworth Financial
California
$4.57K -$11.3K -141 -71%
JWA
345
JFS Wealth Advisors
Pennsylvania
$4.01K +$481 +6 +14%
CTC
346
Central Trust Company
Missouri
$3.37K +$3.37K +42 New
QC
347
Quent Capital
New York
$3.29K +$3.29K +41 New
SFG
348
Steward Financial Group
Texas
$3K +$3K +43 New
PCA
349
Providence Capital Advisors
North Carolina
$2.49K – – –
FGAM
350
Financial Gravity Asset Management
Texas
$1.86K +$1.86K +21 New
12 13
14
15 16