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Tradeweb Markets

550 hedge funds and large institutions have $17.3B invested in Tradeweb Markets in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 201 increasing their positions, 200 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more call options, than puts

Call options by funds: $155M | Put options by funds: $33.9M

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

39% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $14.9B → $17.3B (+$2.43B)

3% more funds holding

Funds holding: 532550 (+18)

2.43% more ownership

Funds ownership: 97.98%100.42% (+2.4%)

1% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 200

Holders
550
Holders Change
+18
Holders Change %
+3.38%
% 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
0.13%
New
86
Increased
201
Reduced
200
Closed
62
Calls
$155M
Puts
$33.9M
Net Calls
+$121M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
376
Capital International Sarl
California
$425K
MGP
377
Metis Global Partners
California
$422K +$69.5K +523 +23%
VFA
378
Values First Advisors
Tennessee
$421K +$378K +2,841 New
BCI
379
Brinker Capital Investments
Pennsylvania
$418K -$44.5K -335 -11%
OPS
380
Orion Portfolio Solutions
Nebraska
$418K -$44.5K -335 -11%
SEA
381
Stegent Equity Advisors
Texas
$417K +$373K +2,806 New
VVP
382
Venture Visionary Partners
Ohio
$416K -$26.6K -200 -7%
LAM
383
Lifestyle Asset Management
Texas
$412K -$16.3K -123 -4%
Wealth Enhancement Advisory Services
384
Wealth Enhancement Advisory Services
Minnesota
$407K +$96.9K +729 +36%
RL
385
Retireful LLC
Michigan
$396K +$359K +2,699 New
LOIM
386
Liberty One Investment Management
Illinois
$396K +$26.3K +198 +8%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$380K +$85.6K +644 +34%
SPC
388
Sigma Planning Corp
Michigan
$376K +$336K +2,530 New
VI
389
Vestcor Inc
New Brunswick, Canada
$367K +$930 +7 +0.3%
Envestnet Portfolio Solutions
390
Envestnet Portfolio Solutions
Illinois
$357K -$486K -3,656 -60%
EF
391
Empowered Funds
Pennsylvania
$345K -$37.7K -284 -11%
FWM
392
Forza Wealth Management
Florida
$337K
PAG
393
Private Advisor Group
New Jersey
$336K +$301K +2,262 New
PC
394
Port Capital
Illinois
$330K
BPCE
395
Bank Pictet & Cie (Europe)
Germany
$328K +$1.06K +8 +0.4%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$328K -$2.09M -15,750 -88%
UM
397
UniSuper Management
Australia
$327K
FCBT
398
First Citizens Bank & Trust
North Carolina
$321K -$269K -2,027 -48%
SAM
399
Sompo Asset Management
Japan
$315K -$37.2K -280 -12%
TCM
400
Teza Capital Management
Illinois
$307K -$600K -4,514 -69%