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Tradeweb Markets
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Overview Fund Activity

528 hedge funds and large institutions have $14.9B invested in Tradeweb Markets in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 180 increasing their positions, 168 reducing their positions, and 29 closing their positions.

Holders
528
Holders Change
+84
Holders Change %
+18.92%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
118
Increased
180
Reduced
168
Closed
29
Calls
$106M
Puts
$35.4M
Net Calls
+$70.6M
Net Calls Change
+$49.8M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$206M
2
GCM
2
Gladstone Capital Management
United Kingdom
$53M
3
Capital International Investors
3
Capital International Investors
California
$40.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$166M
5
Citadel Advisors
5
Citadel Advisors
Florida
$33.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$901M
2
CIP
2
Champlain Investment Partners
Vermont
$134M
3
OCBV
3
Ownership Capital B.V.
Netherlands
$106M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.3B
5
HL
5
Harding Loevner
New Jersey
$193M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
501
Global Retirement Partners
California
$3.01K 23 +10 +77%
HWM
502
HighMark Wealth Management
Minnesota
$3.01K 23 +23 New
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$2.62K 20 +8 +67%
NWWA
504
New Wave Wealth Advisors
Arkansas
$2.62K 20 +20 New
MCM
505
MV Capital Management
Maryland
$2.49K 19 – –
FFO
506
Fortitude Family Office
Arizona
$2.49K 19 – –
ZB
507
Zions Bancorporation
Utah
$2.23K 17 -2 -11%
S
508
Sachetta
Massachusetts
$2.1K 16 – –
PWMG
509
Prestige Wealth Management Group
New Jersey
$1.57K 12 – –
PWMG
510
Private Wealth Management Group
New Jersey
$1.05K 8 – –
CSWM
511
Cassady Schiller Wealth Management
Ohio
$1.05K 8 +8 New
HCP
512
Hexagon Capital Partners
Arkansas
$1.05K 8 +8 New
RAM
513
Riggs Asset Management
Pennsylvania
$932 7 – –
AP
514
Atwood & Palmer
Missouri
$917 7 – –
RS
515
Rakuten Securities
Japan
$916 7 -1 -13%
PWA
516
Principia Wealth Advisory
Texas
$655 5 +5 New
Pacer Advisors
517
Pacer Advisors
Pennsylvania
$524 4 – –
HWA
518
HHM Wealth Advisors
Tennessee
$524 4 +4 New
CA
519
Continuum Advisory
Idaho
$393 3 – –
ADL
520
Asset Dedication LLC
California
$393 3 – –
MCM
521
Manchester Capital Management
Vermont
$393 3 – –
GFPC
522
Global Financial Private Client
Florida
$393 3 +3 New
CFGS
523
Concourse Financial Group Securities
Alabama
$385 3 – –
PWM
524
Parkworth Wealth Management
California
$262 2 +2 New
WCM
525
WealthTrak Capital Management
Virginia
$262 2 +2 New
19 20
21
22 23