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Tradeweb Markets

406 hedge funds and large institutions have $10.5B invested in Tradeweb Markets in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 157 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+44
Holders Change %
+12.15%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
83
Increased
157
Reduced
127
Closed
34
Calls
$31M
Puts
$32.1M
Net Calls
-$1.06M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
376
Allworth Financial
California
$9.18K +$4K +44 +77%
AAG
377
Armstrong Advisory Group
Massachusetts
$9.18K
CAL
378
Capital Advisors Ltd
Ohio
$8K
BTI
379
Blue Trust Inc
Georgia
$8K +$8K +100 New
PWMG
380
Prestige Wealth Management Group
New Jersey
$5.91K
GWS
381
Glassman Wealth Services
Virginia
$5.36K
Loomis, Sayles & Company
382
Loomis, Sayles & Company
Massachusetts
$5K +$5K +58 New
JWA
383
JFS Wealth Advisors
Pennsylvania
$4.91K +$364 +4 +8%
SAM
384
Smartleaf Asset Management
Massachusetts
$4.07K +$4.07K +45 New
CTC
385
Central Trust Company
Missouri
$3.82K
QC
386
Quent Capital
New York
$3.73K
BGAI
387
Bruce G. Allen Investments
Colorado
$3.73K +$3.73K +41 New
FGAM
388
Financial Gravity Asset Management
Texas
$3.71K +$1.81K +20 +95%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$3.36K +$2.27K +25 +208%
PCA
390
Providence Capital Advisors
North Carolina
$2.82K
ZB
391
Zions Bancorporation
Utah
$2.09K
VCM
392
Versant Capital Management
Arizona
$1.73K +$454 +5 +36%
AT
393
Arlington Trust
Alabama
$1.73K +$1.73K +19 New
FFO
394
Fortitude Family Office
Arizona
$1.73K +$1.73K +19 New
NFSG
395
Newbridge Financial Services Group
Florida
$1.64K
SIC
396
SJS Investment Consulting
Ohio
$1.46K +$182 +2 +14%
GRP
397
Global Retirement Partners
California
$1.44K +$191 +2 +15%
PCM
398
Penserra Capital Management
California
$1K
S
399
Sachetta
Massachusetts
$818 +$818 +9 New
PWMG
400
Private Wealth Management Group
New Jersey
$728 +$728 +8 New