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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
ECM
426
Evergreen Capital Management
Washington
$239K
YCM
427
Yousif Capital Management
Michigan
$233K +$2.92K +22 +1%
MWM
428
Mindset Wealth Management
Indiana
$232K +$207K +1,561 New
BBA
429
Baader Bank Aktiengesellschaft
Germany
$230K +$206K +1,550 New
AAS
430
Avantax Advisory Services
Texas
$224K +$201K +1,509 New
WT
431
Whittier Trust
California
$224K +$21.5K +162 +12%
CWM
432
Core Wealth Management
Florida
$223K +$199K +1,500 New
AG
433
Ascent Group
Virginia
$215K -$147K -1,108 -43%
USCWA
434
U.S. Capital Wealth Advisors
Texas
$208K +$186K +1,400 New
MAS
435
Meeder Advisory Services
Ohio
$203K -$59.5K -448 -25%
PA
436
Parallel Advisors
California
$198K +$11K +83 +7%
CF
437
Corebridge Financial
Texas
$191K -$6.11K -46 -3%
GC
438
Globeflex Capital
California
$173K +$155K +1,168 New
N
439
Natixis
France
$148K +$56.4K +424 +74%
LS
440
Livforsakringsbolaget Skandia
Sweden
$141K
IA
441
IFP Advisors
Florida
$135K +$85.1K +640 +237%
Loomis, Sayles & Company
442
Loomis, Sayles & Company
Massachusetts
$135K -$532 -4 -0.4%
OIAM
443
OFI Invest Asset Management
France
$130K -$132K -993 -51%
QCG
444
Quadrant Capital Group
Ohio
$121K +$266 +2 +0.2%
GI
445
GAMMA Investing
California
$121K +$4.65K +35 +4%
MA
446
Montag & Associates
Georgia
$118K +$1.06K +8 +1%
SBFM
447
S-Bank Fund Management
Finland
$118K +$106K +794 New
BTI
448
Blue Trust Inc
Georgia
$115K +$35.8K +269 +53%
PS
449
Principal Securities
Iowa
$111K
EFMH
450
E Fund Management (HK)
Hong Kong
$109K +$97.4K +733 New