We are live on ! Find out more
TW icon

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
DJSG
476
D.J. St. Germain
Massachusetts
$35.8K
WTC
477
WhitTier Trust Company
Nevada
$34.4K +$11.3K +85 +58%
UFF
478
USA Financial Formulas
Michigan
$33.3K +$29.8K +224 New
RTC
479
Riverview Trust Company
Washington
$32.8K
Nisa Investment Advisors
480
Nisa Investment Advisors
Missouri
$31.2K
TFM
481
TFC Financial Management
Massachusetts
$31.2K
RS
482
Rakuten Securities
Japan
$30.4K +$26.3K +198 +2,829%
CFB
483
Cullen/Frost Bankers
Texas
$30K +$20.7K +156 +339%
PMFA
484
Plante Moran Financial Advisors
Michigan
$29.7K +$26.6K +200 New
FFA
485
Farther Finance Advisors
California
$26.2K -$1.06K -8 -4%
NA
486
NewEdge Advisors
Louisiana
$23.3K -$29.1K -219 -58%
ST
487
Smithfield Trust
Pennsylvania
$23K
BIA
488
Bell Investment Advisors
California
$21.7K
CWM
489
Centricity Wealth Management
Ohio
$20.8K
HNB
490
Huntington National Bank
Ohio
$18.6K -$797 -6 -5%
PAI
491
Pittenger & Anderson Inc
Nebraska
$17.8K
BBHC
492
Brown Brothers Harriman & Co
New York
$17.4K -$15.7K -118 -50%
SIC
493
SJS Investment Consulting
Ohio
$16.6K
WA
494
WPG Advisers
Maryland
$15.1K -$797 -6 -6%
PSFG
495
Park Square Financial Group
Georgia
$14.8K
VCM
496
Versant Capital Management
Arizona
$13.8K
LFG
497
Larson Financial Group
Missouri
$13.5K +$3.46K +26 +40%
AAG
498
Armstrong Advisory Group
Massachusetts
$13.2K
CAL
499
Capital Advisors Ltd
Ohio
$13K
HWM
500
Hemington Wealth Management
Virginia
$10K +$2.39K +18 +35%