TW icon

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 %
S
401
SignatureFD
Georgia
$279K +$24.9K +168 +10%
HT
402
Headlands Technologies
Illinois
$279K -$17.8K -120 -6%
SFI
403
Siemens Fonds Invest
Germany
$276K +$276K +1,859 New
CCM
404
Coldstream Capital Management
Washington
$274K -$9.65K -65 -3%
JSL
405
JT Stratford LLC
Georgia
$273K +$273K +1,841 New
SAG
406
SageView Advisory Group
California
$271K +$5.79K +39 +2%
GTAM
407
Global Trust Asset Management
Florida
$271K +$271K +1,825 New
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$269K -$13.4K -100 -5%
PDL
409
Portfolio Design Labs
California
$264K -$603K -4,061 -70%
PW
410
PUREfi Wealth
Massachusetts
$264K +$264K +1,777 New
LAM
411
Longboard Asset Management
Arizona
$257K
FB
412
Fulton Bank
Pennsylvania
$256K +$256K +1,723 New
Nomura Holdings
413
Nomura Holdings
Japan
$243K +$243K +1,640 New
SC
414
Sapient Capital
Indiana
$243K
HWM
415
HB Wealth Management
Georgia
$242K +$242K +1,631 New
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$241K +$15.2K +102 +7%
PP
417
Prudential plc
United Kingdom
$240K -$65.6K -442 -21%
B
418
Bellecapital
Switzerland
$240K
ECM
419
Evergreen Capital Management
Washington
$239K
YCM
420
Yousif Capital Management
Michigan
$233K +$3.27K +22 +1%
MWM
421
Mindset Wealth Management
Indiana
$232K +$232K +1,561 New
BBA
422
Baader Bank Aktiengesellschaft
Germany
$230K +$230K +1,550 New
AAS
423
Avantax Advisory Services
Texas
$224K +$224K +1,509 New
WT
424
Whittier Trust
California
$224K +$24.1K +162 +12%
CWM
425
Core Wealth Management
Florida
$223K +$223K +1,500 New