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Tradeweb Markets

529 hedge funds and large institutions have $12.7B invested in Tradeweb Markets in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 176 increasing their positions, 203 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 203

19% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 112

25% less capital invested

Capital invested by funds: $16.9B → $12.7B (-$4.24B)

Holders
529
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
$27.9M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
501
Zions Bancorporation, National Association
Utah
$1.89K
BI
502
Binnacle Investments
Iowa
$1.78K
GEA
503
Glen Eagle Advisors
New Jersey
$1.67K
WANY
504
Wealthspire Advisors (New York)
New York
$1.55K
S
505
Sachetta
Massachusetts
$1.44K
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44K
UB
507
UMB Bank
Missouri
$1.33K
PWMG
508
Prestige Wealth Management Group
New Jersey
$1.33K
AP
509
Aspect Partners
Virginia
$1.33K
VNA
510
Valley National Advisers
Pennsylvania
$1K
MA
511
Montag & Associates
Georgia
$925
SC
512
SouthState Corp
Florida
$888
PWMG
513
Private Wealth Management Group
New Jersey
$888
SIC
514
SJS Investment Consulting
Ohio
$777
CH
515
Cromwell Holdings
Wyoming
$666
WOC
516
West Oak Capital
California
$666
TIM
517
Tortoise Investment Management
New York
$555
MMCM
518
Murphy & Mullick Capital Management
New York
$555
HWA
519
Heartwood Wealth Advisors
Virginia
$444
BHWM
520
Bay Harbor Wealth Management
Maryland
$443
Pacer Advisors
521
Pacer Advisors
Pennsylvania
$333
NS
522
NBC Securities
Alabama
$332
CA
523
Clearstead Advisors
Ohio
$222
HIA
524
HFM Investment Advisors
New Jersey
$222
QWM
525
Quaker Wealth Management
New Jersey
$222