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NewMarket

382 hedge funds and large institutions have $3.72B invested in NewMarket in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 127 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $5.96M

3% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 127

5.67% less ownership

Funds ownership: 67.52%61.85% (-5.7%)

8% less funds holding

Funds holding: 414382 (-32)

14% less capital invested

Capital invested by funds: $4.31B → $3.72B (-$588M)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
382
Holders Change
-32
Holders Change %
-7.73%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
62
Increased
131
Reduced
127
Closed
81
Calls
$36.8M
Puts
$5.96M
Net Calls
+$30.8M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$442K +$196K +302 +78%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$442K -$379K -584 -46%
ATC
228
Argent Trust Co
Tennessee
$440K -$3.89K -6 -0.9%
KCM
229
Kanawha Capital Management
Virginia
$439K
CGH
230
Crossmark Global Holdings
Texas
$431K +$96.6K +149 +28%
MFS
231
Mirabella Financial Services
United Kingdom
$419K +$171K +263 +67%
TCBWMS
232
Texas Capital Bank Wealth Management Services
Texas
$419K +$423K +653 New
MYIA
233
Mount Yale Investment Advisors
Colorado
$404K +$204K +314 +100%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$402K -$58.4K -90 -13%
FFA
235
Farther Finance Advisors
California
$397K -$24.6K -38 -6%
DO
236
denkapparat Operations
Germany
$395K
HWA
237
Heritage Wealth Advisors
Virginia
$390K -$13K -20 -3%
SAM
238
Securian Asset Management
Minnesota
$374K
Baird Financial Group
239
Baird Financial Group
Wisconsin
$372K +$376K +580 New
SAM
240
Silvercrest Asset Management
New York
$370K
BLFG
241
Brian Low Financial Group
Louisiana
$360K
SWP
242
Strategic Wealth Partners
Ohio
$360K
CCA
243
Childress Capital Advisors
Texas
$350K +$354K +546 New
RRA
244
Round Rock Advisors
Connecticut
$347K +$58.4K +90 +20%
OQS
245
Occudo Quantitative Strategies
Florida
$345K -$1.31M -2,027 -80%
DS
246
DRW Securities
Illinois
$336K +$340K +524 New
LOAMU
247
Lombard Odier Asset Management (USA)
New York
$328K +$331K +511 New
CFO
248
Callan Family Office
Pennsylvania
$317K
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$311K -$66.8K -103 -17%
SC
250
Savant Capital
Illinois
$299K -$101K -156 -25%