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Tradeweb Markets

581 hedge funds and large institutions have $13.7B invested in Tradeweb Markets in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

63% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 60

44% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $16.9M

29% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 185

10% more capital invested

Capital invested by funds: $12.5B → $13.7B (+$1.2B)

5% more funds holding

Funds holding: 552581 (+29)

0.58% more ownership

Funds ownership: 99.83%100.41% (+0.58%)

Holders
581
Holders Change
+29
Holders Change %
+5.25%
% of All Funds
7.15%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.15%
New
98
Increased
239
Reduced
185
Closed
60
Calls
$24.4M
Puts
$16.9M
Net Calls
+$7.5M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Traynor Capital Management
Pennsylvania
$321K -$34.3K -300 -10%
CRC
402
Curi RMB Capital
Illinois
$321K -$52.7K -460 -14%
EWA
403
EP Wealth Advisors
California
$319K -$374K -3,268 -55%
LOIM
404
Liberty One Investment Management
Illinois
$318K +$291K +2,539 +1,587%
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$313K -$56.8K -496 -16%
PPW
406
Parcion Private Wealth
Washington
$313K +$69.9K +611 +30%
RIL
407
Rothschild Investment LLC
Illinois
$310K +$54.3K +474 +22%
TCA
408
Transcend Capital Advisors
New Jersey
$307K +$68.7K +600 +30%
N
409
Natixis
France
$297K +$143K +1,251 +98%
VI
410
Vestcor Inc
New Brunswick, Canada
$289K
PW
411
PUREfi Wealth
Massachusetts
$288K +$280K +2,446 New
PNC Financial Services Group
412
PNC Financial Services Group
Pennsylvania
$283K +$59.4K +519 +28%
Calamos Advisors
413
Calamos Advisors
Illinois
$282K +$274K +2,395 New
CWM
414
Calamos Wealth Management
Illinois
$282K +$274K +2,395 New
EP
415
Edgestream Partners
New Jersey
$281K +$273K +2,385 New
PCM
416
Prelude Capital Management
New York
$280K +$273K +2,382 New
NA
417
NewEdge Advisors
Louisiana
$278K +$253K +2,210 +1,454%
MIM
418
MetLife Investment Management
New Jersey
$277K -$3.21K -28 -1%
CCM
419
Coldstream Capital Management
Washington
$274K +$266K +2,328 New
Commonwealth Equity Services
420
Commonwealth Equity Services
Massachusetts
$273K +$25.5K +223 +11%
BAAM
421
Baker Avenue Asset Management
California
$273K +$265K +2,317 New
EC
422
EntryPoint Capital
New York
$268K
Nomura Holdings
423
Nomura Holdings
Japan
$268K -$50.7K -443 -16%
BAM
424
Blueshift Asset Management
New Jersey
$268K +$260K +2,274 New
FWM
425
Forza Wealth Management
Florida
$267K