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Tradeweb Markets

565 hedge funds and large institutions have $16.9B invested in Tradeweb Markets in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 196 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $17.1B → $16.9B (-$168M)

10% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 218

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69.9M
Puts
$40.1M
Net Calls
Net Calls Change

Top Sellers

1 -$368M
2 -$94.2M
3 -$92.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$70.1M
5
Amundi
Amundi
France
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
351
Summit Creek Advisors
Minnesota
$597K
DAS
352
Dynamic Advisor Solutions
Arizona
$587K
WIA
353
Wealthedge Investment Advisors
New York
$576K
AAB
354
ABN AMRO Bank
Netherlands
$564K
ECM
355
Evergreen Capital Management
Washington
$554K
NFSG
356
Newbridge Financial Services Group
Florida
$550K
OL
357
one8zero8 LLC
North Carolina
$549K
ECM
358
Everence Capital Management
Indiana
$548K
HFM
359
Harvest Fund Management
China
$544K
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$544K
Truist Financial
361
Truist Financial
North Carolina
$538K
LIP
362
Lighthouse Investment Partners
Florida
$527K
DIM
363
Delta Investment Management
California
$526K
SPIA
364
Steward Partners Investment Advisory
New York
$512K
GKWIM
365
Gerber Kawasaki Wealth & Investment Management
California
$511K
YC
366
Yarbrough Capital
Tennessee
$502K
SW
367
Simplicity Wealth
New Jersey
$496K
ETC
368
Exchange Traded Concepts
Oklahoma
$485K
KRSITF
369
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$462K
VVP
370
Venture Visionary Partners
Ohio
$454K
AMI
371
Amica Mutual Insurance
Rhode Island
$439K
Capstone Investment Advisors
372
Capstone Investment Advisors
New York
$437K
SI
373
Stephens Inc
Arkansas
$434K
CIBC World Market
374
CIBC World Market
Ontario, Canada
$433K
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$425K