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Tradeweb Markets

580 hedge funds and large institutions have $13.7B invested in Tradeweb Markets in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

62% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 60

44% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $16.9M

29% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 185

10% more capital invested

Capital invested by funds: $12.5B → $13.7B (+$1.2B)

5% more funds holding

Funds holding: 552580 (+28)

0.56% more ownership

Funds ownership: 99.83%100.39% (+0.56%)

Holders
580
Holders Change
+28
Holders Change %
+5.07%
% of All Funds
7.14%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.15%
New
97
Increased
239
Reduced
185
Closed
60
Calls
$24.4M
Puts
$16.9M
Net Calls
+$7.5M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
Basecamp Wealth Advisors
Washington
$25.6K -$1.95K -17 -7%
WPA
502
Wealth Preservation Advisors
Tennessee
$25.6K +$25K +218 New
TFM
503
TFC Financial Management
Massachusetts
$24.7K
BIA
504
Bell Investment Advisors
California
$22.7K +$7.78K +68 +54%
AWM
505
Activest Wealth Management
Florida
$22.6K +$7.55K +66 +52%
PAMS
506
Pinpoint Asset Management (Singapore)
$21.4K +$20.8K +182 New
OCWP
507
Owl Creek Wealth Partners
Colorado
$19.4K +$18.9K +165 New
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$17.6K +$6.87K +60 +67%
GWM
509
Geneos Wealth Management
Colorado
$17.6K
VNIM
510
Vaughan Nelson Investment Management
Texas
$16.5K
CFO
511
CVA Family Office
Colorado
$16.5K +$11K +96 +218%
BGAI
512
Bruce G. Allen Investments
Colorado
$14.6K
ZBNA
513
Zions Bancorporation, National Association
Utah
$14.2K +$4.35K +38 +46%
QC
514
Quent Capital
New York
$13.8K +$5.49K +48 +70%
BCM
515
Boreal Capital Management
Florida
$12.9K
FHC
516
First Horizon Corporation
Tennessee
$12.2K
AAG
517
Armstrong Advisory Group
Massachusetts
$11.9K
KFAS
518
Keating Financial Advisory Services
Kansas
$11.6K +$1.37K +12 +14%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$11.5K -$458 -4 -4%
RF
520
Rossby Financial
Florida
$11.3K +$10.4K +91 +2,275%
DWP
521
Destiny Wealth Partners
Florida
$10.4K +$10.1K +88 New
CAL
522
Capital Advisors Ltd
Ohio
$10K -$229 -2 -2%
VCM
523
Versant Capital Management
Arizona
$9.77K -$458 -4 -5%
CA
524
Crewe Advisors
Utah
$8.82K
JWA
525
JFS Wealth Advisors
Pennsylvania
$7.77K -$801 -7 -10%