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Tradeweb Markets

565 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, 196 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $17.1B → $16.9B (-$168M)

10% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 218

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
565
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69.9M
Puts
$40.1M
Net Calls
Net Calls Change

Top Sellers

1 -$368M
2 -$94.2M
3 -$92.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$70.1M
5
Amundi
Amundi
France
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Clearstead Advisors
Ohio
$17.9K
PAI
502
Pittenger & Anderson Inc
Nebraska
$17.6K
BCM
503
Boreal Capital Management
Florida
$16.1K
SAM
504
Smartleaf Asset Management
Massachusetts
$15.8K
AAG
505
Armstrong Advisory Group
Massachusetts
$14.8K
PSFG
506
Park Square Financial Group
Georgia
$14.6K
VCM
507
Versant Capital Management
Arizona
$13.6K
WA
508
WPG Advisers
Maryland
$13.3K
CAL
509
Capital Advisors Ltd
Ohio
$13K
HWM
510
Hemington Wealth Management
Virginia
$13K
RIL
511
Rothschild Investment LLC
Illinois
$10.2K
OP
512
ORG Partners
Indiana
$8.95K
JWA
513
JFS Wealth Advisors
Pennsylvania
$8.2K
MYIA
514
Mount Yale Investment Advisors
Colorado
$7.32K
LWMI
515
Legacy Wealth Management (Idaho)
Idaho
$7.17K
LIS
516
Legacy Investment Solutions
Idaho
$7.17K
CFB
517
Cullen/Frost Bankers
Texas
$6.75K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$6.44K
BGAI
519
Bruce G. Allen Investments
Colorado
$6K
GRP
520
Global Retirement Partners
California
$5.86K
RAM
521
Riggs Asset Management
Pennsylvania
$5.27K
HWM
522
HighMark Wealth Management
Minnesota
$4.54K
CFO
523
CVA Family Office
Colorado
$4.39K
FFO
524
Fortitude Family Office
Arizona
$4.1K
FPF
525
First Pacific Financial
Washington
$3.95K