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Tradeweb Markets

532 hedge funds and large institutions have $14.9B invested in Tradeweb Markets in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 185 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 29

199% more call options, than puts

Call options by funds: $106M | Put options by funds: $35.4M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more funds holding

Funds holding: 449532 (+83)

10% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 168

4% more capital invested

Capital invested by funds: $14.3B → $14.9B (+$639M)

1.12% less ownership

Funds ownership: 99.1%97.98% (-1.1%)

Holders
532
Holders Change
+83
Holders Change %
+18.49%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
117
Increased
185
Reduced
168
Closed
29
Calls
$106M
Puts
$35.4M
Net Calls
+$70.6M
Net Calls Change
+$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Harbour Investments
Wisconsin
$4.32K +$3.03K +23 +230%
CFO
502
CVA Family Office
Colorado
$3.93K +$1.05K +8 +36%
FPF
503
First Pacific Financial
Washington
$3.54K
TC
504
Trust Company
Kansas
$3.54K
GRP
505
Global Retirement Partners
California
$3.01K +$1.32K +10 +77%
HWM
506
HighMark Wealth Management
Minnesota
$3.01K +$3.03K +23 New
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$2.62K +$1.05K +8 +67%
NWWA
508
New Wave Wealth Advisors
Arkansas
$2.62K +$2.64K +20 New
MCM
509
MV Capital Management
Maryland
$2.49K
FFO
510
Fortitude Family Office
Arizona
$2.49K
ZB
511
Zions Bancorporation
Utah
$2.23K -$264 -2 -11%
S
512
Sachetta
Massachusetts
$2.1K
PWMG
513
Prestige Wealth Management Group
New Jersey
$1.57K
PWMG
514
Private Wealth Management Group
New Jersey
$1.05K
CSWM
515
Cassady Schiller Wealth Management
Ohio
$1.05K +$1.05K +8 New
HCP
516
Hexagon Capital Partners
Arkansas
$1.05K +$1.05K +8 New
RAM
517
Riggs Asset Management
Pennsylvania
$932
AP
518
Atwood & Palmer
Missouri
$917
RS
519
Rakuten Securities
Japan
$916 -$132 -1 -13%
PWA
520
Principia Wealth Advisory
Texas
$655 +$659 +5 New
Pacer Advisors
521
Pacer Advisors
Pennsylvania
$524
HWA
522
HHM Wealth Advisors
Tennessee
$524 +$528 +4 New
ADL
523
Asset Dedication LLC
California
$393
CA
524
Continuum Advisory
Idaho
$393
MCM
525
Manchester Capital Management
Vermont
$393

TW Hedge Fund Activity: Q4 2024 in Review

532 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q4 2024, worth a combined $14.9B — up 4.5% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TW positions and 29 closed out — a net gain of 88 holders — while 185 added to existing stakes and 168 trimmed.

The largest buyer was Gladstone Capital Management, opening a new position worth an estimated $53.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $557M.

  • 532 institutional investors held Tradeweb Markets (TW) as of Q4 2024, up from 449 in Q3 2024.
  • Funds reported $14.9B of Tradeweb Markets stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 117 funds opened new Tradeweb Markets positions in Q4 2024 and 29 closed out, a net change of +88 holders.
  • The largest Tradeweb Markets buyer in Q4 2024 was Gladstone Capital Management, an estimated $53.4M added.
  • The largest Tradeweb Markets seller in Q4 2024 was T. Rowe Price Associates, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2024.