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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
Osaic Holdings
451
Osaic Holdings
Arizona
$97.3K -$211K -1,584 -71%
GWM
452
Geneos Wealth Management
Colorado
$95.8K +$27.2K +205 +92%
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$88.6K -$240K -1,807 -75%
SAM
454
Shell Asset Management
Netherlands
$88K
MCM
455
MAI Capital Management
Ohio
$83.6K -$133 -1 -0.2%
SOW
456
State of Wyoming
Wyoming
$77.3K -$129K -967 -65%
VSQM
457
V-Square Quantitative Management
Illinois
$76.5K +$15.2K +114 +28%
HFS
458
Hantz Financial Services
Michigan
$73K -$821K -6,180 -93%
ACA
459
Atlas Capital Advisors
Wyoming
$69.5K
National Pension Service
460
National Pension Service
South Korea
$63.5K -$25.9M -194,530 -100%
SS
461
SBI Securities
Japan
$62.8K +$4.12K +31 +8%
BIG
462
Brooklyn Investment Group
New York
$60.9K +$930 +7 +2%
LC
463
Lindbrook Capital
California
$59.4K +$20.6K +155 +63%
TPCW
464
TD Private Client Wealth
New York
$52.3K -$266 -2 -0.6%
EWA
465
EverSource Wealth Advisors
Alabama
$50K +$37.1K +279 +481%
Jones Financial Companies
466
Jones Financial Companies
Missouri
$47.9K +$16.1K +121 +60%
AW
467
Avion Wealth
Texas
$45K
BC
468
Barrett & Company
Rhode Island
$44.5K
AF
469
Allworth Financial
California
$43.5K +$4.65K +35 +12%
FHA
470
First Horizon Advisors
Tennessee
$42K -$10.4K -78 -22%
SAM
471
Smartleaf Asset Management
Massachusetts
$41.8K -$3.46K -26 -8%
PFBT
472
Parkside Financial Bank & Trust
Missouri
$41K
CA
473
Clearstead Advisors
Ohio
$37.9K +$13.7K +103 +68%
BCWM
474
Bartlett & Co Wealth Management
Ohio
$37.9K +$33.9K +255 New
ARMT
475
Amica Retiree Medical Trust
Rhode Island
$36K -$5.71K -43 -15%