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Tradeweb Markets
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Overview Fund Activity

564 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, 195 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+21
Holders Change %
+3.87%
% of All Funds
7.56%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
82
Increased
195
Reduced
218
Closed
55
Calls
$69.9M
Puts
$40.1M
Net Calls
+$29.8M
Net Calls Change
-$91.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$242M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$226M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$217M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$155M
5
HL
Harding Loevner
New Jersey
+$77.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$368M
2
Artisan Partners
Artisan Partners
Wisconsin
-$94.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$92.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$70.1M
5
Amundi
Amundi
France
-$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
526
MV Capital Management
Maryland
$2.64K -$146 -1 -5%
ZBNA
527
Zions Bancorporation, National Association
Utah
$2.49K – – –
S
528
Sachetta
Massachusetts
$2.34K – – –
BI
529
Binnacle Investments
Iowa
$2.34K +$439 +3 +23%
CH
530
Cromwell Holdings
Wyoming
$2.2K +$1.32K +9 +150%
HI
531
Harbour Investments
Wisconsin
$1.76K -$4.83K -33 -73%
SC
532
SouthState Corp
Florida
$1.76K -$586 -4 -25%
PWMG
533
Prestige Wealth Management Group
New Jersey
$1.76K – – –
HFS
534
Hughes Financial Services
Virginia
$1.65K +$1.1K +8 +200%
TWD
535
True Wealth Design
Ohio
$1.46K +$878 +6 +150%
KG
536
Kilter Group
New York
$1.32K +$1.32K +9 New
PWMG
537
Private Wealth Management Group
New Jersey
$1.17K – – –
AWM
538
Activest Wealth Management
Florida
$1.17K -$1.9K -13 -62%
SIC
539
SJS Investment Consulting
Ohio
$1.03K -$15.4K -105 -94%
PWA
540
Principia Wealth Advisory
Texas
$878 -$146 -1 -14%
WOC
541
West Oak Capital
California
$878 – – –
KIM
542
Kestra Investment Management
Texas
$743 – – –
RS
543
Rakuten Securities
Japan
$732 -$29.3K -200 -98%
HIA
544
HFM Investment Advisors
New Jersey
$732 +$439 +3 +150%
TIM
545
Tortoise Investment Management
New York
$732 +$732 +5 New
SC
546
Stephens Consulting
Michigan
$732 +$732 +5 New
MMCM
547
Murphy & Mullick Capital Management
New York
$693 +$693 +5 New
PWM
548
Parkworth Wealth Management
California
$586 +$293 +2 +100%
Fifth Third Bancorp
549
Fifth Third Bancorp
Ohio
$586 +$586 +4 New
QWM
550
Quaker Wealth Management
New Jersey
$586 +$586 +4 New
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