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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
BCWM
601
Bartlett & Co Wealth Management
Ohio
-$28.3K -255 Closed
HBW
602
Hazlett, Burt & Watson
West Virginia
-$22K -200 Closed
PAI
603
Pittenger & Anderson Inc
Nebraska
-$13.3K -120 Closed
OP
604
ORG Partners
Indiana
-$10.8K -97 Closed
MG
605
Mather Group
Illinois
-$5.55K -50 Closed
GFWA
606
Grey Fox Wealth Advisors
Delaware
-$4.55K -41 Closed
PFA
607
Pathway Financial Advisers
Indiana
-$4.45K -41 Closed
JWM
608
JPL Wealth Management
Colorado
-$3.88K -35 Closed
FPF
609
First Pacific Financial
Washington
-$3.11K -28 Closed
TFA
610
Transamerica Financial Advisors
Florida
-$2.55K -24 Closed
HWM
611
HighMark Wealth Management
Minnesota
-$2.22K -20 Closed
CCM
612
Cloud Capital Management
Washington
-$2K -19 Closed
VNA
613
Valley National Advisers
Pennsylvania
-$1K -16 Closed
GEA
614
Glen Eagle Advisors
New Jersey
-$1.67K -15 Closed
WANY
615
Wealthspire Advisors (New York)
New York
-$1.55K -14 Closed
KG
616
Kilter Group
New York
-$999 -9 Closed
MA
617
Montag & Associates
Georgia
-$925 -8 Closed
TIM
618
Tortoise Investment Management
New York
-$555 -5 Closed
CPG
619
Cornerstone Planning Group
New Jersey
-$5.22K -4 Closed
HWA
620
Heartwood Wealth Advisors
Virginia
-$444 -4 Closed
NS
621
NBC Securities
Alabama
-$322 -3 Closed