Who Owns MarketWise, Inc. (MKTW)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.0001683107910005e+61T
% of Float Held
—
QoQ Change in Holders
+13 / -4
Price History
MKTW — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| MTM Investment Management, LLC | New Position | +19K | +$283K |
| Formidable Asset Management, LLC | New Position | +15K | +$225K |
| CWM, LLC | New Position | +767 | +$12K |
| HARBOR CAPITAL ADVISORS, INC. | New Position | +197 | +$3K |
| FEDERATED HERMES, INC. | New Position | +58 | +$0 |
| Pinnacle Wealth Planning Services, Inc. | New Position | +436 | +$0 |
| True Wealth Design, LLC | New Position | +18 | +$0 |
| Torren Management, LLC | New Position | +16 | +$0 |
| PNC FINANCIAL SERVICES GROUP, INC. | New Position | +5 | +$0 |
| MEEDER ASSET MANAGEMENT INC | New Position | +502 | +$0 |
| NEW YORK STATE COMMON RETIREMENT FUND | New Position | +636 | +$0 |
| AMALGAMATED BANK | New Position | +62 | +$0 |
| NISA INVESTMENT ADVISORS, LLC | New Position | +15 | +$0 |
| GSA CAPITAL PARTNERS LLP | Increased | +2K | +$-258K |
| Optiver Holding B.V. | Increased | +1 | +$-595K |
MKTW — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Decreased | -1K | -$838.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -12K | -$191.3M |
| AQR CAPITAL MANAGEMENT LLC | Closed Position | -11K | -$181.3M |
| UBS Group AG | Decreased | -6K | -$107.7M |
| RHUMBLINE ADVISERS | Decreased | -386 | -$52.2M |
| JPMORGAN CHASE & CO | Decreased | -637 | -$48.9M |
| Tower Research Capital LLC (TRC) | Decreased | -849 | -$18.3M |
| ROYAL BANK OF CANADA | Decreased | -293 | -$14.0M |
| CITIGROUP INC | Decreased | -150 | -$3.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Decreased | -20 | -$2.3M |
| Arax Advisory Partners | Decreased | -68 | -$1.1M |
| EverSource Wealth Advisors, LLC | Decreased | -7 | -$827K |
| GROUP ONE TRADING LLC | Decreased | -2 | -$364K |
| IFP Advisors, Inc | Closed Position | -0 | -$17K |
| Clearstead Advisors, LLC | Closed Position | -1 | -$17K |
Top Institutional Holders(Q4 2025)
MKTW Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 47 | $6.9M | +9 |
| Q3 2025 | 38 | $10.7B | +2 |
| Q2 2025 | 36 | $9.5B | -27 |
| Q1 2025 | 63 | $4.7B | +8 |
| Q4 2024 | 55 | $5.4B | +4 |
| Q3 2024 | 51 | $4.2T | +3 |
| Q2 2024 | 48 | $4.2T | -5 |
| Q1 2024 | 53 | $5.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold MKTW (MarketWise, Inc.). The largest holder is BARCLAYS PLC with $2.0M in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own MKTW?
As of Q4 2025, 50 institutional investors report holding MKTW (MarketWise, Inc.) in their 13F filings.
Who is the largest institutional holder of MKTW?
The largest institutional holder of MKTW is BARCLAYS PLC with $2.0M in shares.
Is institutional ownership of MKTW increasing or decreasing?
This quarter, 13 institutions opened new positions in MKTW and 4 closed their positions.