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Tradeweb Markets

444 hedge funds and large institutions have $14.1B invested in Tradeweb Markets in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 44 closing their positions.

Holders
444
Holders Change
+11
Holders Change %
+2.54%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
168
Reduced
156
Closed
44
Calls
$36.2M
Puts
$15.4M
Net Calls
+$20.8M
Net Calls Change
+$8.97M
Name Market Value Shares Shares
Change
Shares
Change %
CAL
401
Capital Advisors Ltd
Ohio
$11K 90
DF
402
Dunhill Financial
United Kingdom
$10.9K 88
GM
403
GeoWealth Management
Illinois
$10.5K 85 +85 New
VWM
404
Venturi Wealth Management
Texas
$8.16K 66 -34 -34%
RIL
405
Rothschild Investment LLC
Illinois
$8.16K 66
JWA
406
JFS Wealth Advisors
Pennsylvania
$6.8K 55 +1 +2%
LFG
407
Larson Financial Group
Missouri
$6.8K 55 +2 +4%
MG
408
Mather Group
Illinois
$6.18K 50
BGAI
409
Bruce G. Allen Investments
Colorado
$5.07K 41
CPA
410
Capital Performance Advisors
California
$4.7K 38 +38 New
QC
411
Quent Capital
New York
$4.33K 35 -6 -15%
FPF
412
First Pacific Financial
Washington
$3.34K 27
PCA
413
Providence Capital Advisors
North Carolina
$3.34K 27
TC
414
Trust Company
Kansas
$3.34K 27 +27 New
EWA
415
EverSource Wealth Advisors
Alabama
$3.22K 26 +12 +86%
HWM
416
Hemington Wealth Management
Virginia
$3K 29 +29 New
CFO
417
CVA Family Office
Colorado
$2.72K 22 +6 +38%
ZB
418
Zions Bancorporation
Utah
$2.35K 19 -4 -17%
FFO
419
Fortitude Family Office
Arizona
$2.35K 19
VCM
420
Versant Capital Management
Arizona
$2.35K 19
MCM
421
MV Capital Management
Maryland
$2.35K 19 +19 New
PCM
422
Penserra Capital Management
California
$2K 18
S
423
Sachetta
Massachusetts
$1.98K 16
ATS
424
Ashton Thomas Securities
New York
$1.98K 16 +16 New
SIC
425
SJS Investment Consulting
Ohio
$1.73K 14