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Tradeweb Markets

580 hedge funds and large institutions have $13.7B invested in Tradeweb Markets in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

62% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 60

44% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $16.9M

29% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 185

10% more capital invested

Capital invested by funds: $12.5B → $13.7B (+$1.2B)

5% more funds holding

Funds holding: 552580 (+28)

0.56% more ownership

Funds ownership: 99.83%100.39% (+0.56%)

Holders
580
Holders Change
+28
Holders Change %
+5.07%
% of All Funds
7.14%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.15%
New
97
Increased
239
Reduced
185
Closed
60
Calls
$24.4M
Puts
$16.9M
Net Calls
+$7.5M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$1.41K +$801 +7 +140%
ACA
552
Atlas Capital Advisors
Wyoming
$1.41K +$1.37K +12 New
KG
553
Kilter Group
New York
$1.29K +$1.26K +11 New
BWL
554
Bogart Wealth LLC
Virginia
$1.18K +$572 +5 +100%
IWS
555
Intentional Wealth Strategies
Colorado
$1.18K +$1.15K +10 New
TPWA
556
Twin Peaks Wealth Advisors
California
$1.06K +$1.03K +9 New
AW
557
Avion Wealth
Texas
$1K
PWMG
558
Private Wealth Management Group
New Jersey
$942
VWM
559
Vermillion Wealth Management
Minnesota
$941 +$916 +8 New
SWM
560
SHP Wealth Management
Massachusetts
$824 +$801 +7 New
CPG
561
Cornerstone Planning Group
New Jersey
$772 +$801 +7 New
RWM
562
Rialto Wealth Management
New York
$706 +$114 +1 +20%
SC
563
SouthState Corp
Florida
$589
ACA
564
American Capital Advisory
Idaho
$589 +$343 +3 +150%
FC
565
Financial Consulate
Maryland
$589 +$572 +5 New
MMCM
566
Murphy & Mullick Capital Management
New York
$588
HIA
567
HFM Investment Advisors
New Jersey
$588 +$343 +3 +150%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471
1CP
569
1015 Capital Partners
Pennsylvania
$471 +$229 +2 +100%
QWM
570
Quaker Wealth Management
New Jersey
$471 +$343 +3 +300%
GIA
571
GHP Investment Advisors
Colorado
$471 +$458 +4 New
DCM
572
Davis Capital Management
Florida
$353 +$343 +3 New
SA
573
Seneschal Advisors
Washington
$236
HFS
574
Hughes Financial Services
Virginia
$235 -$229 -2 -50%
TC
575
Trust Company
Kansas
$235