Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRADEWEB MKTS INC (TW)

531 + Investors. Track Smart Money conviction in TW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — TW

Based on 518 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
518 hedge funds hold TW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

276 buying286 selling
Last quarter: 286 funds reduced or exited vs 276 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new TW position: 87 → 85 → 85 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 22% new
288 out of 518 hedge funds have held TW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~99 new funds/quarter

106 → 87 → 85 → 85 → 99 new funds/Q
New funds entering each quarter: 87 → 85 → 85 → 99. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 14% 1-2yr ■ 28% new
Of 531 current holders: 311 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
42 of 518 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in TW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TW

How many hedge funds hold TW — quarterly history vs. share price
Quarterly hedge fund ownership of TW vs. share price

Market Analysis: TW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TW

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

74 top-rated funds 5 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: TW
2026 Q1 Stats Unlock in 20 days 531 + Investors

Track Smart Money conviction in TW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 531 518 2.51%
13F Shares 115M 114M 1.05%
Total Value $10.65B $11.19B -4.85%
New Positions 99 86 +13
Increased Positions 194 189 +5
Closed Positions 84 121 -37
Reduced Positions 230 226 +4
Total Calls 8 10 -20.0%
Total Puts 8 8 -
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: TW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

531 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TW. Verified SEC 13F-HR filings.

Top 25 institutional holders of TW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SeaTown Holdings Pte. Ltd. 5.07% 65,800 $7.7M
2 Lakehouse Capital Pty Ltd 3.97% 34,300 $6K
3 Retireful, LLC 1.65% 9,939 $1.2M
4 Taylor Frigon Capital Management LLC 1.50% 22,437 $2.6M
5 Roberts Wealth Advisors, LLC 1.10% 36,955 $4.3M
6 Fisher Funds Management LTD 1.05% 303,799 $35.7M
7 Stephens Investment Management Group LLC 0.85% 529,847 $62.3M
8 GDS Wealth Management 0.56% 78,559 $9.2M
9 Ground Swell Capital, LLC 0.44% 1,908 $224K
10 Ninety One UK Ltd 0.43% 1,590,304 $187.1M
11 Maridea Wealth Management LLC 0.33% 19,260 $2.3M
12 Seilern Investment Management Ltd 0.31% 22,218 $2.6M
13 Ninety One SA (PTY) Ltd 0.28% 56,094 $6.6M
14 Moran Wealth Management, LLC 0.28% 78,038 $9.2M
15 PUREfi Wealth, LLC 0.19% 2,446 $288K
16 TFB Advisors LLC 0.19% 3,009 $354K
17 Linden Thomas Advisory Services, LLC 0.17% 14,560 $1.7M
18 MITCHELL SINKLER & STARR/PA 0.15% 2,783 $327K
19 Wealth Enhancement Trust Services, Inc. 0.15% 10,575 $1.2M
20 Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% 148,897 $17.5M
21 Lifestyle Asset Management, Inc. 0.14% 3,555 $418K
22 Bayforest Capital Ltd 0.13% 1,018 $120K
23 Oak Thistle LLC 0.13% 11,645 $1.4M
24 Fortis Capital Advisors, LLC 0.11% 7,071 $832K
25 QTR Family Wealth, LLC 0.10% 2,068 $251K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TRADEWEB MKTS INC (TW)

What does the Smart Money Trend signal show for TW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TW?

More sellers than buyers — 49% buying: Last quarter: 286 funds reduced or exited vs 276 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TW holders?

Elite ownership — 50% AUM from top-100 funds: 42 of 518 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in TW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TW?

56% of holders stayed for 2+ years: 288 out of 518 hedge funds have held TW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.