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Tradeweb Markets

552 hedge funds and large institutions have $12.5B invested in Tradeweb Markets in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 182 increasing their positions, 222 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $16.5M

36% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 70

2% more funds holding

Funds holding: 543552 (+9)

1.58% more ownership

Funds ownership: 98.25%99.83% (+1.6%)

2% less capital invested

Capital invested by funds: $12.7B → $12.5B (-$194M)

18% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 222

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
552
Holders Change
+9
Holders Change %
+1.66%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
95
Increased
182
Reduced
222
Closed
70
Calls
$25.1M
Puts
$16.5M
Net Calls
+$8.68M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
501
Quent Capital
New York
$7.42K +$4.4K +41 +146%
IAIM
502
International Assets Investment Management
Florida
$7.42K +$7.41K +69 New
CA
503
Clearstead Advisors
Ohio
$7.21K +$6.98K +65 +3,250%
FHA
504
Flagship Harbor Advisors
Massachusetts
$6.93K +$6.87K +64 New
PWA
505
Physician Wealth Advisors
Utah
$6.02K -$1.29K -12 -18%
AF
506
Aviso Financial
Ontario, Canada
$5.81K +$5.8K +54 New
LWMI
507
Legacy Wealth Management (Idaho)
Idaho
$5.27K
HFS
508
Hantz Financial Services
Michigan
$5K -$7.51K -70 -61%
CFO
509
CVA Family Office
Colorado
$4.73K +$1.93K +18 +69%
FAMI
510
Fideuram Asset Management (Ireland)
$4.56K +$3.76K +35 New
MCA
511
McGuire Capital Advisors
Oklahoma
$3.66K +$3.65K +34 New
S
512
Sachetta
Massachusetts
$3.55K +$2.15K +20 +154%
FFO
513
Fortitude Family Office
Arizona
$3.33K +$107 +1 +3%
UB
514
UMB Bank
Missouri
$3.12K +$1.82K +17 +142%
IIM
515
IFC & Insurance Marketing
California
$3K +$2.68K +25 New
EW
516
Elyxium Wealth
California
$2.26K +$2.25K +21 New
LSA
517
Leonteq Securities AG
Switzerland
$2.15K -$1.24M -11,549 -100%
SAG
518
SageView Advisory Group
California
$1.83K +$1.82K +17 New
CFM
519
Cornerstone Financial Management
Massachusetts
$1.83K +$1.82K +17 New
PWPS
520
Pinnacle Wealth Planning Services
Ohio
$1.83K +$1.82K +17 New
MCM
521
MV Capital Management
Maryland
$1.61K -$322 -3 -17%
OC
522
Optima Capital
Oregon
$1.61K +$1.61K +15 New
AIS
523
Advocate Investing Services
Maryland
$1.51K +$1.5K +14 New
PWMG
524
Prestige Wealth Management Group
New Jersey
$1.29K
AP
525
Aspect Partners
Virginia
$1.29K