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Tradeweb Markets

550 hedge funds and large institutions have $17.3B invested in Tradeweb Markets in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 201 increasing their positions, 200 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more call options, than puts

Call options by funds: $155M | Put options by funds: $33.9M

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

39% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $14.9B → $17.3B (+$2.43B)

3% more funds holding

Funds holding: 532550 (+18)

2.43% more ownership

Funds ownership: 97.98%100.42% (+2.4%)

1% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 200

Holders
550
Holders Change
+18
Holders Change %
+3.38%
% 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
0.13%
New
86
Increased
201
Reduced
200
Closed
62
Calls
$155M
Puts
$33.9M
Net Calls
+$121M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
501
Rothschild Investment LLC
Illinois
$9.65K -$133 -1 -2%
AAP
502
Arax Advisory Partners
Colorado
$9.21K +$8.24K +62 New
CFO
503
CVA Family Office
Colorado
$8.91K +$3.99K +30 +100%
JWA
504
JFS Wealth Advisors
Pennsylvania
$8.31K +$133 +1 +2%
MG
505
Mather Group
Illinois
$7.42K
LWMI
506
Legacy Wealth Management (Idaho)
Idaho
$7.28K
SCB
507
Saudi Central Bank
Saudi Arabia
$6.83K +$6.11K +46 New
HI
508
Harbour Investments
Wisconsin
$6.68K +$1.59K +12 +36%
BGAI
509
Bruce G. Allen Investments
Colorado
$6.09K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$5.64K +$2.39K +18 +90%
HCP
511
Hexagon Capital Partners
Arkansas
$4.9K +$3.32K +25 +313%
HWM
512
HighMark Wealth Management
Minnesota
$4.6K +$1.06K +8 +35%
FAM
513
Flaharty Asset Management
Florida
$4.3K +$3.85K +29 New
FPF
514
First Pacific Financial
Washington
$4.01K
TC
515
Trust Company
Kansas
$4.01K
AWM
516
Activest Wealth Management
Florida
$3.12K +$2.66K +20 +2,000%
FFO
517
Fortitude Family Office
Arizona
$2.82K
MCM
518
MV Capital Management
Maryland
$2.82K
ZBNA
519
Zions Bancorporation, National Association
Utah
$2.52K +$2.26K +17 New
S
520
Sachetta
Massachusetts
$2.38K
SC
521
SouthState Corp
Florida
$2.38K +$2.13K +16 New
BI
522
Binnacle Investments
Iowa
$1.93K +$1.73K +13 New
PWMG
523
Prestige Wealth Management Group
New Jersey
$1.78K
OP
524
ORG Partners
Indiana
$1.77K +$1.59K +12 New
GFPC
525
Global Financial Private Client
Florida
$1.63K +$1.06K +8 +267%