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Tradeweb Markets

437 hedge funds and large institutions have $11.9B invested in Tradeweb Markets in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 151 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+31
Holders Change %
+7.64%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
72
Increased
166
Reduced
151
Closed
37
Calls
$80.3M
Puts
$49M
Net Calls
+$31.3M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BMSSC
326
B. Metzler seel. Sohn & Co
Germany
$290K
BAMF
327
BI Asset Management Fondsmaeglerselskab
Denmark
$289K +$73.9K +709 +34%
HFM
328
Harvest Fund Management
China
$275K +$112K +1,079 +69%
Truist Financial
329
Truist Financial
North Carolina
$271K -$149K -1,428 -35%
MIS
330
Morningstar Investment Services
Illinois
$265K -$254K -2,430 -49%
VI
331
Vestcor Inc
New Brunswick, Canada
$257K -$1.98K -19 -0.8%
HighTower Advisors
332
HighTower Advisors
Illinois
$256K -$280K -2,643 -52%
BL
333
Balentine LLC
Georgia
$254K
AMI
334
Amica Mutual Insurance
Rhode Island
$252K
PC
335
Port Capital
Illinois
$252K +$252K +2,420 New
RJT
336
Raymond James Trust
Florida
$248K +$9.79K +94 +4%
FWM
337
Forza Wealth Management
Florida
$236K
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$229K +$229K +2,200 New
FRM
339
Fox Run Management
Connecticut
$227K -$930K -8,926 -80%
KPWS
340
Kestra Private Wealth Services
Texas
$226K +$226K +2,168 New
CW
341
CreativeOne Wealth
Kansas
$223K -$16.1K -155 -7%
CIP
342
Convergence Investment Partners
Florida
$222K +$222K +2,129 New
PRS
343
Pinkerton Retirement Specialists
Idaho
$219K +$219K +2,103 New
SPIA
344
Steward Partners Investment Advisory
New York
$214K -$104K -1,000 -33%
NW
345
NewEdge Wealth
Pennsylvania
$213K +$213K +2,016 New
LAM
346
Lifestyle Asset Management
Texas
$212K +$212K +2,039 New
WJWM
347
Williams Jones Wealth Management
New York
$209K +$209K +2,005 New
Focus Partners Wealth
348
Focus Partners Wealth
Massachusetts
$208K +$208K +1,994 New
MC
349
Machina Capital
France
$207K -$182K -1,750 -47%
MGP
350
Metis Global Partners
California
$204K +$204K +1,959 New