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Tradeweb Markets

543 hedge funds and large institutions have $17.1B invested in Tradeweb Markets in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 197 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
7.38%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
86
Increased
197
Reduced
197
Closed
63
Calls
$155M
Puts
$33.9M
Net Calls
+$121M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
501
Harbour Investments
Wisconsin
$6.68K +$1.78K +12 +36%
BGAI
502
Bruce G. Allen Investments
Colorado
$6.09K
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$5.64K +$2.67K +18 +90%
HCP
504
Hexagon Capital Partners
Arkansas
$4.9K +$3.71K +25 +313%
HWM
505
HighMark Wealth Management
Minnesota
$4.6K +$1.19K +8 +35%
FAM
506
Flaharty Asset Management
Florida
$4.31K +$4.31K +29 New
FPF
507
First Pacific Financial
Washington
$4.01K
TC
508
Trust Company
Kansas
$4.01K
AWM
509
Activest Wealth Management
Florida
$3.12K +$2.97K +20 +2,000%
MCM
510
MV Capital Management
Maryland
$2.82K
FFO
511
Fortitude Family Office
Arizona
$2.82K
ZBNA
512
Zions Bancorporation, National Association
Utah
$2.52K +$2.52K +17 New
S
513
Sachetta
Massachusetts
$2.38K
SC
514
SouthState Corp
Florida
$2.38K +$2.38K +16 New
BI
515
Binnacle Investments
Iowa
$1.93K +$1.93K +13 New
PWMG
516
Prestige Wealth Management Group
New Jersey
$1.78K
OP
517
ORG Partners
Indiana
$1.77K +$1.77K +12 New
GFPC
518
Global Financial Private Client
Florida
$1.63K +$1.19K +8 +267%
PWMG
519
Private Wealth Management Group
New Jersey
$1.19K
FCAS
520
First Command Advisory Services
Texas
$1.19K +$1.19K +8 New
RAM
521
Riggs Asset Management
Pennsylvania
$1.04K
PWA
522
Principia Wealth Advisory
Texas
$896 +$256 +2 +40%
WOC
523
West Oak Capital
California
$891
CH
524
Cromwell Holdings
Wyoming
$891 +$891 +6 New
KIM
525
Kestra Investment Management
Texas
$743 -$16.5K -111 -96%