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Tradeweb Markets

564 hedge funds and large institutions have $16.9B invested in Tradeweb Markets in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 195 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+21
Holders Change %
+3.87%
% of All Funds
7.56%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
82
Increased
195
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
Shares
Change %
PAI
501
Pittenger & Anderson Inc
Nebraska
$17.6K
BCM
502
Boreal Capital Management
Florida
$16.1K +$16.1K +110 New
SAM
503
Smartleaf Asset Management
Massachusetts
$15.8K -$25.5K -176 -62%
AAG
504
Armstrong Advisory Group
Massachusetts
$14.8K
PSFG
505
Park Square Financial Group
Georgia
$14.6K
VCM
506
Versant Capital Management
Arizona
$13.6K
WA
507
WPG Advisers
Maryland
$13.3K -$1.61K -11 -11%
CAL
508
Capital Advisors Ltd
Ohio
$13K
HWM
509
Hemington Wealth Management
Virginia
$13K +$3.14K +22 +32%
RIL
510
Rothschild Investment LLC
Illinois
$10.2K +$732 +5 +8%
OP
511
ORG Partners
Indiana
$8.95K +$7.3K +53 +442%
JWA
512
JFS Wealth Advisors
Pennsylvania
$8.2K
MYIA
513
Mount Yale Investment Advisors
Colorado
$7.32K +$7.32K +50 New
LWMI
514
Legacy Wealth Management (Idaho)
Idaho
$7.17K
LIS
515
Legacy Investment Solutions
Idaho
$7.17K +$7.17K +49 New
CFB
516
Cullen/Frost Bankers
Texas
$6.75K -$22.9K -156 -77%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$6.44K +$878 +6 +16%
BGAI
518
Bruce G. Allen Investments
Colorado
$6K
GRP
519
Global Retirement Partners
California
$5.86K +$5.86K +40 New
RAM
520
Riggs Asset Management
Pennsylvania
$5.27K +$4.25K +29 +414%
HWM
521
HighMark Wealth Management
Minnesota
$4.54K
CFO
522
CVA Family Office
Colorado
$4.39K -$4.39K -30 -50%
FFO
523
Fortitude Family Office
Arizona
$4.1K +$1.32K +9 +47%
TC
524
Trust Company
Kansas
$3.95K
FPF
525
First Pacific Financial
Washington
$3.95K