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Tradeweb Markets

552 hedge funds and large institutions have $12.5B invested in Tradeweb Markets in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 182 increasing their positions, 222 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $16.5M

36% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 70

2% more funds holding

Funds holding: 543552 (+9)

1.58% more ownership

Funds ownership: 98.25%99.83% (+1.6%)

2% less capital invested

Capital invested by funds: $12.7B → $12.5B (-$194M)

18% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 222

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
552
Holders Change
+9
Holders Change %
+1.66%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
95
Increased
182
Reduced
222
Closed
70
Calls
$25.1M
Puts
$16.5M
Net Calls
+$8.68M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
451
Compagnie Lombard Odier SCmA
Switzerland
$80.3K +$80.2K +747 New
GI
452
GAMMA Investing
California
$73.9K +$2.58K +24 +4%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.7K -$11.8K -110 -14%
TWD
454
True Wealth Design
Ohio
$69K +$65.2K +607 +1,734%
BTI
455
Blue Trust Inc
Georgia
$65.1K +$1.72K +16 +3%
SBFM
456
S-Bank Fund Management
Finland
$60.5K -$1.18K -11 -2%
IA
457
IFP Advisors
Florida
$56K -$94.9K -884 -63%
Los Angeles Capital Management
458
Los Angeles Capital Management
California
$53.6K -$15.8M -147,393 -100%
GRP
459
Global Retirement Partners
California
$49.1K +$44.3K +413 +939%
EI
460
EFG International
$46.2K +$46.2K +430 New
KAS
461
Kestra Advisory Services
Texas
$46K +$45.9K +428 New
QL
462
Quarry LP
New York
$42.7K -$38.6K -360 -48%
SS
463
SBI Securities
Japan
$38.2K -$2.15K -20 -5%
TPCW
464
TD Private Client Wealth
New York
$33.1K -$15.4K -143 -32%
SWM
465
Spire Wealth Management
Virginia
$32.3K -$33.5K -312 -51%
BC
466
Barrett & Company
Rhode Island
$32.3K
LFG
467
Larson Financial Group
Missouri
$31.3K +$25K +233 +402%
MCM
468
MAI Capital Management
Ohio
$31K +$6.44K +60 +26%
SAM
469
Smartleaf Asset Management
Massachusetts
$28.5K -$2.47K -23 -8%
DJSG
470
D.J. St. Germain
Massachusetts
$25.9K
WTC
471
WhitTier Trust Company
Nevada
$25.7K
BWA
472
Basecamp Wealth Advisors
Washington
$25.3K +$25.2K +235 New
AA
473
Ancora Advisors
Ohio
$24.3K +$24.3K +226 New
AAP
474
Arax Advisory Partners
Colorado
$22.8K -$51.4K -479 -69%
TFM
475
TFC Financial Management
Massachusetts
$22.6K