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Tradeweb Markets

543 hedge funds and large institutions have $17.1B invested in Tradeweb Markets in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 197 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
7.38%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
86
Increased
197
Reduced
197
Closed
63
Calls
$155M
Puts
$33.9M
Net Calls
+$121M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
376
Lifestyle Asset Management
Texas
$412K -$18.3K -123 -4%
Wealth Enhancement Advisory Services
377
Wealth Enhancement Advisory Services
Minnesota
$407K +$108K +729 +36%
RL
378
Retireful LLC
Michigan
$396K +$396K +2,699 New
LOIM
379
Liberty One Investment Management
Illinois
$396K +$29.4K +198 +8%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$380K +$95.6K +644 +34%
SPC
381
Sigma Planning Corp
Michigan
$376K +$376K +2,530 New
VI
382
Vestcor Inc
New Brunswick, Canada
$367K +$1.04K +7 +0.3%
Envestnet Portfolio Solutions
383
Envestnet Portfolio Solutions
Illinois
$357K -$543K -3,656 -60%
EF
384
Empowered Funds
Pennsylvania
$345K -$42.2K -284 -11%
FWM
385
Forza Wealth Management
Florida
$337K
PAG
386
Private Advisor Group
New Jersey
$336K +$336K +2,262 New
PC
387
Port Capital
Illinois
$330K
BPCE
388
Bank Pictet & Cie (Europe)
Germany
$328K +$1.19K +8 +0.4%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$328K -$2.34M -15,750 -88%
UM
390
UniSuper Management
Australia
$327K
FCBT
391
First Citizens Bank & Trust
North Carolina
$321K -$301K -2,027 -48%
SAM
392
Sompo Asset Management
Japan
$315K -$41.6K -280 -12%
TCM
393
Teza Capital Management
Illinois
$307K -$670K -4,514 -69%
RWM
394
Ritholtz Wealth Management
New York
$303K +$303K +2,038 New
AFG
395
Atomi Financial Group
New York
$302K +$302K +2,037 New
NW
396
NewEdge Wealth
Pennsylvania
$300K -$59.8K -403 -17%
FCFC
397
First Commonwealth Financial Corp
Pennsylvania
$299K +$299K +2,017 New
WC
398
Waterloo Capital
Texas
$294K +$294K +1,980 New
C
399
Covestor
United Kingdom
$285K +$30.6K +206 +12%
ASN
400
Advisory Services Network
Georgia
$283K -$82.5K -556 -23%