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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
HNB
476
Huntington National Bank
Ohio
$17.2K -$2.64K -20 -13%
PAI
477
Pittenger & Anderson Inc
Nebraska
$15.7K
KIM
478
Kestra Investment Management
Texas
$15.2K +$15.3K +116 New
SIC
479
SJS Investment Consulting
Ohio
$14.7K +$12.9K +98 +700%
WA
480
WPG Advisers
Maryland
$14.1K +$14.2K +108 New
AAG
481
Armstrong Advisory Group
Massachusetts
$13.2K
PSFG
482
Park Square Financial Group
Georgia
$13.1K +$13.2K +100 New
GM
483
GeoWealth Management
Illinois
$12.4K +$1.32K +10 +12%
VCM
484
Versant Capital Management
Arizona
$12.2K +$9.76K +74 +389%
CAL
485
Capital Advisors Ltd
Ohio
$12K
VWM
486
Venturi Wealth Management
Texas
$11.8K +$3.17K +24 +36%
EC
487
Elequin Capital
New York
$9.82K +$9.89K +75 New
RIL
488
Rothschild Investment LLC
Illinois
$8.64K
LFG
489
Larson Financial Group
Missouri
$8.51K +$1.32K +10 +18%
EWA
490
EverSource Wealth Advisors
Alabama
$7.59K +$4.22K +32 +123%
JWA
491
JFS Wealth Advisors
Pennsylvania
$7.2K
CT
492
Colonial Trust
South Carolina
$7.07K +$7.12K +54 New
MG
493
Mather Group
Illinois
$6.55K
MCM
494
MidAtlantic Capital Management
Virginia
$6.42K +$6.46K +49 New
LIS
495
Legacy Investment Solutions
Idaho
$6.09K +$6.46K +49 New
LWMI
496
Legacy Wealth Management (Idaho)
Idaho
$6.09K +$6.46K +49 New
CFB
497
Cullen/Frost Bankers
Texas
$6.03K +$6.07K +46 New
HWM
498
Hemington Wealth Management
Virginia
$6K +$2.9K +22 +76%
BGAI
499
Bruce G. Allen Investments
Colorado
$5.37K
QC
500
Quent Capital
New York
$5.11K +$528 +4 +11%

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.