TW icon

Tradeweb Markets

566 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, 198 increasing their positions, 217 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 (-$162M)

9% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 217

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
566
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
CWM
501
Centricity Wealth Management
Ohio
$20.5K
CA
502
Clearstead Advisors
Ohio
$17.9K
PAI
503
Pittenger & Anderson Inc
Nebraska
$17.6K
BCM
504
Boreal Capital Management
Florida
$16.1K
SAM
505
Smartleaf Asset Management
Massachusetts
$15.8K
AAG
506
Armstrong Advisory Group
Massachusetts
$14.8K
PSFG
507
Park Square Financial Group
Georgia
$14.6K
VCM
508
Versant Capital Management
Arizona
$13.6K
WA
509
WPG Advisers
Maryland
$13.3K
CAL
510
Capital Advisors Ltd
Ohio
$13K
HWM
511
Hemington Wealth Management
Virginia
$13K
RIL
512
Rothschild Investment LLC
Illinois
$10.2K
OP
513
ORG Partners
Indiana
$8.95K
JWA
514
JFS Wealth Advisors
Pennsylvania
$8.2K
MYIA
515
Mount Yale Investment Advisors
Colorado
$7.32K
LWMI
516
Legacy Wealth Management (Idaho)
Idaho
$7.17K
LIS
517
Legacy Investment Solutions
Idaho
$7.17K
CFB
518
Cullen/Frost Bankers
Texas
$6.75K
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$6.44K
BGAI
520
Bruce G. Allen Investments
Colorado
$6K
GRP
521
Global Retirement Partners
California
$5.86K
RAM
522
Riggs Asset Management
Pennsylvania
$5.27K
HWM
523
HighMark Wealth Management
Minnesota
$4.54K
CFO
524
CVA Family Office
Colorado
$4.39K
FFO
525
Fortitude Family Office
Arizona
$4.1K