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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
SIC
476
SJS Investment Consulting
Ohio
$20K +$19.2K +179 +2,557%
LOIM
477
Liberty One Investment Management
Illinois
$17.2K -$254K -2,367 -94%
NA
478
NewEdge Advisors
Louisiana
$16.4K -$2.68K -25 -14%
GWM
479
Geneos Wealth Management
Colorado
$16K
HNB
480
Huntington National Bank
Ohio
$16K -$3.65K -34 -19%
VNIM
481
Vaughan Nelson Investment Management
Texas
$15.1K -$3.86M -35,925 -100%
AWM
482
Activest Wealth Management
Florida
$13.6K +$13.5K +126 New
BIA
483
Bell Investment Advisors
California
$13.4K -$1.5K -14 -10%
BGAI
484
Bruce G. Allen Investments
Colorado
$13.3K +$8.91K +83 +202%
RFP
485
Root Financial Partners
California
$13.1K +$107 +1 +0.8%
SL
486
Salomon & Ludwin
Virginia
$12K +$11.7K +109 New
BCM
487
Boreal Capital Management
Florida
$11.8K
FHC
488
First Horizon Corporation
Tennessee
$11.2K -$20.2K -188 -64%
PFBT
489
Parkside Financial Bank & Trust
Missouri
$11K +$4.29K +40 +65%
AAG
490
Armstrong Advisory Group
Massachusetts
$10.9K
National Bank of Canada
491
National Bank of Canada
Quebec, Canada
$10.4K -$84.3K -785 -89%
CAL
492
Capital Advisors Ltd
Ohio
$10K
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$9.68K +$6.44K +60 +200%
VCM
494
Versant Capital Management
Arizona
$9.36K -$5.69K -53 -38%
KFAS
495
Keating Financial Advisory Services
Kansas
$9.36K +$9.34K +87 New
ZBNA
496
Zions Bancorporation, National Association
Utah
$8.93K +$7.08K +66 +388%
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$8.82K +$8.8K +82 New
CA
498
Crewe Advisors
Utah
$8.07K
JWA
499
JFS Wealth Advisors
Pennsylvania
$7.85K +$1.93K +18 +33%
WA
500
WPG Advisers
Maryland
$7.42K -$859 -8 -10%