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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
RWM
401
Ritholtz Wealth Management
New York
$303K +$271K +2,038 New
AFG
402
Atomi Financial Group
New York
$302K +$271K +2,037 New
NW
403
NewEdge Wealth
Pennsylvania
$300K -$53.6K -403 -17%
FCFC
404
First Commonwealth Financial Corp
Pennsylvania
$299K +$268K +2,017 New
WC
405
Waterloo Capital
Texas
$294K +$263K +1,980 New
C
406
Covestor
United Kingdom
$285K +$27.4K +206 +12%
ASN
407
Advisory Services Network
Georgia
$283K -$73.9K -556 -23%
S
408
SignatureFD
Georgia
$279K +$22.3K +168 +10%
HT
409
Headlands Technologies
Illinois
$279K -$15.9K -120 -6%
SFI
410
Siemens Fonds Invest
Germany
$276K +$247K +1,859 New
CCM
411
Coldstream Capital Management
Washington
$274K -$8.64K -65 -3%
JSL
412
JT Stratford LLC
Georgia
$273K +$245K +1,841 New
SAG
413
SageView Advisory Group
California
$271K +$5.18K +39 +2%
GTAM
414
Global Trust Asset Management
Florida
$271K +$243K +1,825 New
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$269K -$13.3K -100 -5%
PDL
416
Portfolio Design Labs
California
$264K -$540K -4,061 -70%
PW
417
PUREfi Wealth
Massachusetts
$264K +$236K +1,777 New
LAM
418
Longboard Asset Management
Arizona
$257K
FB
419
Fulton Bank
Pennsylvania
$256K +$229K +1,723 New
Nomura Holdings
420
Nomura Holdings
Japan
$243K +$218K +1,640 New
SC
421
Sapient Capital
Indiana
$243K
HWM
422
HB Wealth Management
Georgia
$242K +$217K +1,631 New
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$241K +$13.6K +102 +7%
PP
424
Prudential plc
United Kingdom
$240K -$58.7K -442 -21%
B
425
Bellecapital
Switzerland
$240K