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Tradeweb Markets

559 hedge funds and large institutions have $11.6B invested in Tradeweb Markets in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 229 increasing their positions, 211 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.86M

9% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 211

0.07% more ownership

Funds ownership: 100.42%100.5% (+0.07%)

4% less funds holding

Funds holding: 584559 (-25)

15% less capital invested

Capital invested by funds: $13.7B → $11.6B (-$2.11B)

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
559
Holders Change
-25
Holders Change %
-4.28%
% of All Funds
6.75%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
70
Increased
229
Reduced
211
Closed
86
Calls
$14.5M
Puts
$5.86M
Net Calls
+$8.67M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
526
CVA Family Office
Colorado
$1.59K -$13.5K -124 -89%
CCMI
527
Creative Capital Management Investments
California
$1.3K +$1.41K +13 New
BHWM
528
Bay Harbor Wealth Management
Maryland
$1.2K -$542 -5 -29%
NSIM
529
North Star Investment Management
Illinois
$1.2K
PWMG
530
Prestige Wealth Management Group
New Jersey
$1.2K
KG
531
Kilter Group
New York
$1.1K
SWM
532
SHP Wealth Management
Massachusetts
$1.1K +$434 +4 +57%
Federated Hermes
533
Federated Hermes
Pennsylvania
$1.1K +$1.19K +11 New
HIA
534
HFM Investment Advisors
New Jersey
$798 +$325 +3 +60%
RWM
535
Rialto Wealth Management
New York
$698 +$108 +1 +17%
QWM
536
Quaker Wealth Management
New Jersey
$698 +$325 +3 +75%
AWM
537
Activest Wealth Management
Florida
$598 -$20.2K -186 -97%
RWM
538
Raffa Wealth Management
District of Columbia
$598 +$542 +5 +500%
CA
539
CoreCap Advisors
Michigan
$598 +$651 +6 New
BWL
540
Bogart Wealth LLC
Virginia
$498 -$542 -5 -50%
HFS
541
Hughes Financial Services
Virginia
$498 +$325 +3 +150%
GIA
542
GHP Investment Advisors
Colorado
$399
DCM
543
Davis Capital Management
Florida
$399 +$108 +1 +33%
DF
544
Downshift Financial
Colorado
$399 +$434 +4 New
TFA
545
Transamerica Financial Advisors
Florida
$398 -$1.84K -17 -81%
QL
546
Quarry LP
New York
$299 -$156K -1,440 -100%
CA
547
Continuum Advisory
Idaho
$299 +$325 +3 New
DF
548
DecisionPoint Financial
Arizona
$203 +$217 +2 New
SA
549
Seneschal Advisors
Washington
$200
1CP
550
1015 Capital Partners
Pennsylvania
$199 -$217 -2 -50%

TW Hedge Fund Activity: Q2 2026 in Review

559 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q2 2026, worth a combined $11.6B — down 15% from $13.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of TW and 70 opened new positions — a net loss of 16 holders — while 211 trimmed existing stakes and 229 added.

The largest buyer was Carmignac Gestion, adding an estimated $173M. The largest seller was Linonia Partnership, exiting entirely with an estimated $328M sold.

  • 559 institutional investors held Tradeweb Markets (TW) as of Q2 2026, down from 584 in Q1 2026.
  • Funds reported $11.6B of Tradeweb Markets stock for Q2 2026, down 15% quarter-over-quarter.
  • 70 funds opened new Tradeweb Markets positions in Q2 2026 and 86 closed out, a net change of -16 holders.
  • The largest Tradeweb Markets buyer in Q2 2026 was Carmignac Gestion, an estimated $173M added.
  • The largest Tradeweb Markets seller in Q2 2026 was Linonia Partnership, an estimated $328M sold.

Based on aggregated 13F filings for Q2 2026.