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Tradeweb Markets

532 hedge funds and large institutions have $14.9B invested in Tradeweb Markets in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 185 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 29

199% more call options, than puts

Call options by funds: $106M | Put options by funds: $35.4M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more funds holding

Funds holding: 449532 (+83)

10% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 168

4% more capital invested

Capital invested by funds: $14.3B → $14.9B (+$639M)

1.12% less ownership

Funds ownership: 99.1%97.98% (-1.1%)

Holders
532
Holders Change
+83
Holders Change %
+18.49%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
117
Increased
185
Reduced
168
Closed
29
Calls
$106M
Puts
$35.4M
Net Calls
+$70.6M
Net Calls Change
+$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
451
NewEdge Advisors
Louisiana
$49.2K +$14.6K +111 +42%
FHA
452
First Horizon Advisors
Tennessee
$47.3K
TPCW
453
TD Private Client Wealth
New York
$46.3K +$396 +3 +0.9%
AW
454
Avion Wealth
Texas
$45K +$45.8K +347 New
SAM
455
Smartleaf Asset Management
Massachusetts
$41.4K -$791 -6 -2%
BC
456
Barrett & Company
Rhode Island
$39.3K
ARMT
457
Amica Retiree Medical Trust
Rhode Island
$37K
AF
458
Allworth Financial
California
$36.9K +$4.22K +32 +13%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$36.1K
IA
460
IFP Advisors
Florida
$35.6K -$38.2K -290 -52%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
461
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34K -$1.98M -15,004 -98%
LC
462
Lindbrook Capital
California
$32.1K -$132 -1 -0.4%
DJSG
463
D.J. St. Germain
Massachusetts
$31.6K
BBHC
464
Brown Brothers Harriman & Co
New York
$30.8K +$11.5K +87 +59%
GWM
465
Geneos Wealth Management
Colorado
$29K +$1.05K +8 +4%
RTC
466
Riverview Trust Company
Washington
$28.9K
TFM
467
TFC Financial Management
Massachusetts
$27.5K
Nisa Investment Advisors
468
Nisa Investment Advisors
Missouri
$27.5K
Jones Financial Companies
469
Jones Financial Companies
Missouri
$26.6K +$26.8K +203 New
FFA
470
Farther Finance Advisors
California
$24.2K -$1.32K -10 -5%
ST
471
Smithfield Trust
Pennsylvania
$21K
CA
472
Clearstead Advisors
Ohio
$19.9K -$70.6K -535 -78%
WTC
473
WhitTier Trust Company
Nevada
$19.2K +$19.4K +147 New
BIA
474
Bell Investment Advisors
California
$19.1K
CWM
475
Centricity Wealth Management
Ohio
$18.3K +$18.5K +140 New

TW Hedge Fund Activity: Q4 2024 in Review

532 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q4 2024, worth a combined $14.9B — up 4.5% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TW positions and 29 closed out — a net gain of 88 holders — while 185 added to existing stakes and 168 trimmed.

The largest buyer was Gladstone Capital Management, opening a new position worth an estimated $53.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $557M.

  • 532 institutional investors held Tradeweb Markets (TW) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $14.9B of Tradeweb Markets stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 117 funds opened new Tradeweb Markets positions in Q4 2024 and 29 closed out, a net change of +88 holders.
  • The largest Tradeweb Markets buyer in Q4 2024 was Gladstone Capital Management, an estimated $53.4M added.
  • The largest Tradeweb Markets seller in Q4 2024 was T. Rowe Price Associates, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2024.