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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
BHWM
526
Bay Harbor Wealth Management
Maryland
$1.18K +$751 +7 +175%
CH
527
Cromwell Holdings
Wyoming
$1.07K +$429 +4 +67%
AW
528
Avion Wealth
Texas
$1K +$1.07K +10 New
PWMG
529
Private Wealth Management Group
New Jersey
$861
CIAM
530
Caitong International Asset Management
Hong Kong
$860 -$72.3K -673 -99%
MAM
531
Marquette Asset Management
Minnesota
$753 -$1.61K -15 -68%
CIA
532
Cape Investment Advisory
Georgia
$753 +$751 +7 New
SC
533
SouthState Corp
Florida
$538 -$322 -3 -38%
MMCM
534
Murphy & Mullick Capital Management
New York
$538
RWM
535
Rialto Wealth Management
New York
$538 +$429 +4 +400%
BWL
536
Bogart Wealth LLC
Virginia
$538 +$537 +5 New
NSIM
537
North Star Investment Management
Illinois
$538 +$537 +5 New
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431 -$966 -9 -69%
PWA
539
Principia Wealth Advisory
Texas
$430 -$107 -1 -20%
HFS
540
Hughes Financial Services
Virginia
$430 +$429 +4 New
RF
541
Rossby Financial
Florida
$430 +$429 +4 New
Pacer Advisors
542
Pacer Advisors
Pennsylvania
$323
HIA
543
HFM Investment Advisors
New Jersey
$216
SA
544
Seneschal Advisors
Washington
$216
ACA
545
American Capital Advisory
Idaho
$216 +$215 +2 New
NL
546
NorthAvenue LLC
Ohio
$216 +$215 +2 New
PWAM
547
Private Wealth Asset Management
Iowa
$215
1CP
548
1015 Capital Partners
Pennsylvania
$215 +$215 +2 New
TC
549
Trust Company
Kansas
$215 +$215 +2 New
MCM
550
Manchester Capital Management
Vermont
$108 -$2.25K -21 -95%