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Tradeweb Markets

564 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, 195 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+21
Holders Change %
+3.87%
% of All Funds
7.56%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
82
Increased
195
Reduced
218
Closed
55
Calls
$69.9M
Puts
$40.1M
Net Calls
+$29.8M
Net Calls Change
-$91.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
351
Dynamic Advisor Solutions
Arizona
$587K -$385K -2,630 -40%
WIA
352
Wealthedge Investment Advisors
New York
$576K -$600K -4,097 -51%
AAB
353
ABN AMRO Bank
Netherlands
$564K -$30.9K -210 -5%
ECM
354
Evergreen Capital Management
Washington
$554K +$318K +2,173 +135%
NFSG
355
Newbridge Financial Services Group
Florida
$550K -$19.9K -136 -3%
OL
356
one8zero8 LLC
North Carolina
$549K -$43.9K -300 -7%
ECM
357
Everence Capital Management
Indiana
$548K
HFM
358
Harvest Fund Management
China
$544K
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$544K
Truist Financial
360
Truist Financial
North Carolina
$538K +$22K +150 +4%
LIP
361
Lighthouse Investment Partners
Florida
$527K -$231K -1,575 -30%
DIM
362
Delta Investment Management
California
$526K +$526K +3,594 New
SPIA
363
Steward Partners Investment Advisory
New York
$512K -$11.4K -78 -2%
GKWIM
364
Gerber Kawasaki Wealth & Investment Management
California
$511K +$511K +3,492 New
YC
365
Yarbrough Capital
Tennessee
$502K
SW
366
Simplicity Wealth
New Jersey
$496K +$496K +3,388 New
ETC
367
Exchange Traded Concepts
Oklahoma
$485K +$37.8K +258 +8%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$462K -$32.1K -219 -6%
VVP
369
Venture Visionary Partners
Ohio
$454K +$43.9K +300 +11%
AMI
370
Amica Mutual Insurance
Rhode Island
$439K
Capstone Investment Advisors
371
Capstone Investment Advisors
New York
$437K +$437K +2,985 New
SI
372
Stephens Inc
Arkansas
$434K -$6.15K -42 -1%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$433K +$58.4K +399 +16%
BMSSC
374
B. Metzler seel. Sohn & Co
Germany
$425K
VFA
375
Values First Advisors
Tennessee
$420K +$4.54K +31 +1%