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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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$213K +$157K +242 +266%
AAP
277
Arax Advisory Partners
Colorado
$212K -$10.4K -16 -5%
RDWM
278
Red Door Wealth Management
Tennessee
$209K
ICP
279
Impact Capital Partners
Colorado
$208K -$33.7K -52 -14%
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$207K -$5.19K -8 -2%
JDLA
281
J. Derek Lewis & Associates
California
$205K
VAS
282
Vestmark Advisory Solutions
Massachusetts
$202K +$4.54K +7 +2%
MBWA
283
Marin Bay Wealth Advisors
California
$201K -$46K -71 -18%
ProShare Advisors
284
ProShare Advisors
Maryland
$201K +$648 +1 +0.3%
TSMHT
285
Thurston Springer Miller Herd & Titak
Indiana
$192K +$53.2K +82 +38%
US Bancorp
286
US Bancorp
Minnesota
$174K +$10.4K +16 +6%
GI
287
GAMMA Investing
California
$151K +$648 +1 +0.4%
MCM
288
MAI Capital Management
Ohio
$149K +$68.7K +106 +83%
KBC Group
289
KBC Group
Belgium
$145K
CTC
290
Central Trust Company
Missouri
$140K
SCM
291
Sterling Capital Management
North Carolina
$136K -$77.8K -120 -36%
UB
292
UMB Bank
Missouri
$133K -$1.95K -3 -1%
S
293
SignatureFD
Georgia
$127K +$3.24K +5 +3%
EWA
294
EverSource Wealth Advisors
Alabama
$126K +$1.95K +3 +2%
IA
295
IFP Advisors
Florida
$124K -$23.3K -36 -16%
FGP
296
Freestone Grove Partners
California
$107K -$901K -1,389 -89%
ASN
297
Advisory Services Network
Georgia
$98.7K +$99.9K +154 New
SO
298
STRS Ohio
Ohio
$96.8K +$11K +17 +13%
RIL
299
Rothschild Investment LLC
Illinois
$91.7K +$33.1K +51 +55%
MCM
300
MV Capital Management
Maryland
$84K -$1.95K -3 -2%