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Tradeweb Markets

576 hedge funds and large institutions have $13.4B invested in Tradeweb Markets in 2026 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 237 increasing their positions, 182 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.4M
Puts
$16.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
526
Sachetta
Massachusetts
$6K
LWMI
527
Legacy Wealth Management (Idaho)
Idaho
$5.77K
EWP
528
Elevation Wealth Partners
California
$5.65K
KAS
529
Kemnay Advisory Services
New York
$5.41K
WWM
530
Western Wealth Management
Colorado
$4.47K
MG
531
Mather Group
Illinois
$4.47K
CFM
532
Cornerstone Financial Management
Massachusetts
$4.12K
UB
533
UMB Bank
Missouri
$3.65K
CI
534
CX Institutional
Indiana
$3K
SS
535
Sunbelt Securities
Texas
$2.94K
PWA
536
Physician Wealth Advisors
Utah
$2.47K
MCA
537
McGuire Capital Advisors
Oklahoma
$2.47K
CH
538
Cromwell Holdings
Wyoming
$2.47K
TFA
539
Transamerica Financial Advisors
Florida
$2.47K
MAM
540
Marquette Asset Management
Minnesota
$2.35K
LSA
541
Leonteq Securities AG
Switzerland
$2.35K
RWM
542
RMG Wealth Management
Wisconsin
$2.31K
MCM
543
MV Capital Management
Maryland
$2.24K
BHWM
544
Bay Harbor Wealth Management
Maryland
$2K
PWMG
545
Prestige Wealth Management Group
New Jersey
$1.41K
AP
546
Aspect Partners
Virginia
$1.41K
NSIM
547
North Star Investment Management
Illinois
$1.41K
ACA
548
Atlas Capital Advisors
Wyoming
$1.41K
KG
549
Kilter Group
New York
$1.29K
BWL
550
Bogart Wealth LLC
Virginia
$1.18K