TW icon

Tradeweb Markets
TW

Overview Fund Activity

433 hedge funds and large institutions have $12.3B invested in Tradeweb Markets in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 137 reducing their positions, and 51 closing their positions.

Holders
433
Holders Change
-4
Holders Change %
-0.92%
% of All Funds
6.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
195
Reduced
137
Closed
51
Calls
$36.9M
Puts
$25.1M
Net Calls
+$11.8M
Net Calls Change
-$19.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.26B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$872M
3
American Century Companies
3
American Century Companies
Missouri
$152M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.19B
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$53.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$305M
3
OCBV
3
Ownership Capital B.V.
Netherlands
$180M
4
Millennium Management
4
Millennium Management
New York
$11.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$27.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
401
Capital Advisors Ltd
Ohio
$10K 90 -2 -2%
DF
402
Dunhill Financial
United Kingdom
$9.33K 88 +88 New
RIL
403
Rothschild Investment LLC
Illinois
$7K 66 +66 New
JWA
404
JFS Wealth Advisors
Pennsylvania
$5.72K 54 – –
LFG
405
Larson Financial Group
Missouri
$5.62K 53 +52 +5,200%
MG
406
Mather Group
Illinois
$5.21K 50 – –
BGAI
407
Bruce G. Allen Investments
Colorado
$4.35K 41 – –
QC
408
Quent Capital
New York
$4.35K 41 – –
IAIM
409
International Assets Investment Management
Florida
$4.13K 39 +39 New
PCA
410
Providence Capital Advisors
North Carolina
$2.86K 27 -4 -13%
ATPW
411
Ashton Thomas Private Wealth
Arizona
$2.86K 27 +27 New
FPF
412
First Pacific Financial
Washington
$2.86K 27 +27 New
ZB
413
Zions Bancorporation
Utah
$2.44K 23 – –
VCM
414
Versant Capital Management
Arizona
$2.01K 19 – –
FFO
415
Fortitude Family Office
Arizona
$2.01K 19 – –
PCM
416
Penserra Capital Management
California
$2K 18 -9,051 -100%
S
417
Sachetta
Massachusetts
$1.76K 16 +7 +78%
CFO
418
CVA Family Office
Colorado
$1.7K 16 +16 New
GRP
419
Global Retirement Partners
California
$1.59K 15 – –
EWA
420
EverSource Wealth Advisors
Alabama
$1.56K 14 +6 +75%
SIC
421
SJS Investment Consulting
Ohio
$1.48K 14 -231 -94%
PWMG
422
Prestige Wealth Management Group
New Jersey
$1.27K 12 -21 -64%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$1.27K 12 +4 +50%
RS
424
Rakuten Securities
Japan
$1.17K 11 +11 New
PWMG
425
Private Wealth Management Group
New Jersey
$848 8 – –
15 16
17
18 19