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Tradeweb Markets

581 hedge funds and large institutions have $13.7B invested in Tradeweb Markets in 2026 Q1 according to their latest regulatory filings, with 98 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)

63% more first-time investments, than exits

New positions opened: 98 | 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: 552581 (+29)

0.58% more ownership

Funds ownership: 99.83%100.41% (+0.58%)

Holders
581
Holders Change
+29
Holders Change %
+5.25%
% of All Funds
7.15%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.15%
New
98
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
PWMG
551
Prestige Wealth Management Group
New Jersey
$1.41K
NSIM
552
North Star Investment Management
Illinois
$1.41K +$801 +7 +140%
ACA
553
Atlas Capital Advisors
Wyoming
$1.41K +$1.37K +12 New
KG
554
Kilter Group
New York
$1.29K +$1.26K +11 New
BWL
555
Bogart Wealth LLC
Virginia
$1.18K +$572 +5 +100%
IWS
556
Intentional Wealth Strategies
Colorado
$1.18K +$1.15K +10 New
TPWA
557
Twin Peaks Wealth Advisors
California
$1.06K +$1.03K +9 New
AW
558
Avion Wealth
Texas
$1K
PWMG
559
Private Wealth Management Group
New Jersey
$942
VWM
560
Vermillion Wealth Management
Minnesota
$941 +$916 +8 New
SWM
561
SHP Wealth Management
Massachusetts
$824 +$801 +7 New
CPG
562
Cornerstone Planning Group
New Jersey
$772 +$801 +7 New
RWM
563
Rialto Wealth Management
New York
$706 +$114 +1 +20%
SC
564
SouthState Corp
Florida
$589
ACA
565
American Capital Advisory
Idaho
$589 +$343 +3 +150%
FC
566
Financial Consulate
Maryland
$589 +$572 +5 New
MMCM
567
Murphy & Mullick Capital Management
New York
$588
HIA
568
HFM Investment Advisors
New Jersey
$588 +$343 +3 +150%
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471
1CP
570
1015 Capital Partners
Pennsylvania
$471 +$229 +2 +100%
QWM
571
Quaker Wealth Management
New Jersey
$471 +$343 +3 +300%
GIA
572
GHP Investment Advisors
Colorado
$471 +$458 +4 New
DCM
573
Davis Capital Management
Florida
$353 +$343 +3 New
SA
574
Seneschal Advisors
Washington
$236
HFS
575
Hughes Financial Services
Virginia
$235 -$229 -2 -50%