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NewMarket
NEU

Overview Fund Activity

355 hedge funds and large institutions have $4.18B invested in NewMarket in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 108 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+37
Holders Change %
+11.64%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
74
Increased
108
Reduced
118
Closed
33
Calls
$38.7M
Puts
$20.3M
Net Calls
+$18.4M
Net Calls Change
+$11.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$566M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$181M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.5M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$108M
5
Jane Street
5
Jane Street
New York
$22.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$22M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$345K
3
Bank of America
3
Bank of America
North Carolina
$702M
4
HWM
4
HB Wealth Management
Georgia
$2.78M
5
BlackRock
5
BlackRock
New York
$452M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
301
WealthCollab
Washington
$30.4K +$2.07K +3 +7%
WA
302
WPG Advisers
Maryland
$29.7K +$29.7K +43 New
BIG
303
Brooklyn Investment Group
New York
$29K +$15.2K +22 +110%
FFO
304
Fortitude Family Office
Arizona
$27.6K +$691 +1 +3%
TCOV
305
Trust Company of Vermont
Vermont
$24.2K – – –
CIAM
306
Caitong International Asset Management
Hong Kong
$22.1K -$15.9K -23 -42%
AF
307
Allworth Financial
California
$21.4K +$14.5K +21 +210%
Nomura Asset Management
308
Nomura Asset Management
Japan
$20.7K – – –
VCM
309
Versant Capital Management
Arizona
$20.7K +$20.7K +30 New
EWM
310
Evermay Wealth Management
Virginia
$20.1K – – –
FIA
311
FNY Investment Advisers
New York
$20K +$20K +30 New
IA
312
IFP Advisors
Florida
$19.6K -$44.6K -59 -69%
AF
313
Advisornet Financial
Minnesota
$18K – – –
HIM
314
Hillsdale Investment Management
Ontario, Canada
$17.3K -$6.91K -10 -29%
PTC
315
Private Trust Company
Ohio
$16.6K -$36.6K -53 -69%
RMC
316
Resources Management Corp
Connecticut
$14K – – –
SAM
317
Smartleaf Asset Management
Massachusetts
$13.7K -$4.81K -7 -26%
BIA
318
Bell Investment Advisors
California
$13.1K +$2.07K +3 +19%
HWM
319
Hemington Wealth Management
Virginia
$12K +$1.33K +2 +13%
GWM
320
Geneos Wealth Management
Colorado
$11.1K +$4.84K +7 +78%
NFSG
321
Newbridge Financial Services Group
Florida
$8.98K – – –
ECM
322
EMC Capital Management
Texas
$8K +$8K +11 New
TPWA
323
Twin Peaks Wealth Advisors
California
$7.61K +$7.61K +10 New
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$7.6K -$2.07K -3 -21%
RAM
325
Riggs Asset Management
Pennsylvania
$6.91K +$6.91K +10 New
11 12
13
14 15