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Tradeweb Markets

570 hedge funds and large institutions have $16.9B invested in Tradeweb Markets in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $40.1M

47% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 55

4% more funds holding

Funds holding: 550570 (+20)

0.09% more ownership

Funds ownership: 100.42%100.51% (+0.09%)

2% less capital invested

Capital invested by funds: $17.3B → $16.9B (-$394M)

7% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 218

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
570
Holders Change
+20
Holders Change %
+3.64%
% of All Funds
7.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
81
Increased
202
Reduced
218
Closed
55
Calls
$69.9M
Puts
$40.1M
Net Calls
+$29.8M
Net Calls Change
-$91.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Shell Asset Management
Netherlands
$82K -$4.88K -35 -6%
Jones Financial Companies
477
Jones Financial Companies
Missouri
$81.5K +$32.9K +236 +73%
TPCW
478
TD Private Client Wealth
New York
$71.4K +$19K +136 +39%
ACA
479
Atlas Capital Advisors
Wyoming
$68.5K
AA
480
Ancora Advisors
Ohio
$65.9K +$62.8K +450 New
OIAM
481
OFI Invest Asset Management
France
$64.7K -$59.4K -426 -45%
SS
482
SBI Securities
Japan
$56.2K -$5.44K -39 -9%
BBHC
483
Brown Brothers Harriman & Co
New York
$50.7K +$32K +229 +196%
MA
484
Montag & Associates
Georgia
$48.7K -$64.9K -465 -58%
HFS
485
Hantz Financial Services
Michigan
$47K -$24.7K -177 -36%
GWM
486
Geneos Wealth Management
Colorado
$44.2K -$17.4K -125 -29%
BC
487
Barrett & Company
Rhode Island
$43.9K
FHA
488
First Horizon Advisors
Tennessee
$43.9K +$2.37K +17 +6%
Nisa Investment Advisors
489
Nisa Investment Advisors
Missouri
$40K +$8.79K +63 +30%
BCWM
490
Bartlett & Co Wealth Management
Ohio
$37.3K
MCM
491
MAI Capital Management
Ohio
$37.2K -$43.1K -309 -55%
CIAM
492
Caitong International Asset Management
Hong Kong
$35.9K +$34.2K +245 New
DJSG
493
D.J. St. Germain
Massachusetts
$35.3K
ARMT
494
Amica Retiree Medical Trust
Rhode Island
$35K
WTC
495
WhitTier Trust Company
Nevada
$34K
TFM
496
TFC Financial Management
Massachusetts
$30.7K
LFG
497
Larson Financial Group
Missouri
$27.5K +$13.5K +97 +107%
CA
498
CoreCap Advisors
Michigan
$27.4K +$25.8K +185 +9,250%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$25.2K -$14.5K -104 -38%
NA
500
NewEdge Advisors
Louisiana
$23K

TW Hedge Fund Activity: Q2 2025 in Review

570 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q2 2025, worth a combined $16.9B — down 2.3% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new TW positions and 55 closed out — a net gain of 26 holders — while 202 added to existing stakes and 218 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $230M. The largest seller was Wellington Management Group, cutting an estimated $351M.

  • 570 institutional investors held Tradeweb Markets (TW) as of Q2 2025, up from 550 in Q1 2025.
  • Funds reported $16.9B of Tradeweb Markets stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 81 funds opened new Tradeweb Markets positions in Q2 2025 and 55 closed out, a net change of +26 holders.
  • The largest Tradeweb Markets buyer in Q2 2025 was T. Rowe Price Associates, an estimated $230M added.
  • The largest Tradeweb Markets seller in Q2 2025 was Wellington Management Group, an estimated $351M sold.

Based on aggregated 13F filings for Q2 2025.