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Tradeweb Markets

550 hedge funds and large institutions have $17.3B invested in Tradeweb Markets in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 201 increasing their positions, 200 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more call options, than puts

Call options by funds: $155M | Put options by funds: $33.9M

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

39% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $14.9B → $17.3B (+$2.43B)

3% more funds holding

Funds holding: 532550 (+18)

2.43% more ownership

Funds ownership: 97.98%100.42% (+2.4%)

1% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 200

Holders
550
Holders Change
+18
Holders Change %
+3.38%
% of All Funds
7.38%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
86
Increased
201
Reduced
200
Closed
62
Calls
$155M
Puts
$33.9M
Net Calls
+$121M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Private Wealth Management Group
New Jersey
$1.19K
FCAS
527
First Command Advisory Services
Texas
$1.19K +$1.06K +8 New
RAM
528
Riggs Asset Management
Pennsylvania
$1.04K
PWA
529
Principia Wealth Advisory
Texas
$896 +$266 +2 +40%
WOC
530
West Oak Capital
California
$891
CH
531
Cromwell Holdings
Wyoming
$891 +$797 +6 New
KIM
532
Kestra Investment Management
Texas
$743 -$14.8K -111 -96%
QC
533
Quent Capital
New York
$594 -$4.65K -35 -90%
RWM
534
Rialto Wealth Management
New York
$594 +$532 +4 New
TWD
535
True Wealth Design
Ohio
$594 +$532 +4 New
HFS
536
Hughes Financial Services
Virginia
$592 +$532 +4 New
ACA
537
American Capital Advisory
Idaho
$446 +$399 +3 New
Pacer Advisors
538
Pacer Advisors
Pennsylvania
$445 -$133 -1 -25%
BHWM
539
Bay Harbor Wealth Management
Maryland
$445 +$399 +3 New
CIAS
540
CBIZ Investment Advisory Services
Ohio
$445 +$399 +3 New
MCM
541
Manchester Capital Management
Vermont
$297 -$133 -1 -33%
PWM
542
Parkworth Wealth Management
California
$297
CA
543
CoreCap Advisors
Michigan
$297 +$266 +2 New
HIA
544
HFM Investment Advisors
New Jersey
$297 +$266 +2 New
PWAM
545
Private Wealth Asset Management
Iowa
$297 +$266 +2 New
UB
546
UMB Bank
Missouri
$297 +$266 +2 New
CPG
547
Cornerstone Planning Group
New Jersey
$267 +$266 +2 New
HNW
548
High Note Wealth
Minnesota
$148
HWP
549
Highline Wealth Partners
California
$148 +$133 +1 New
GCM
550
Gladstone Capital Management
United Kingdom
-$53M -404,586 Closed