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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
4.76%
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 %
JWA
326
JFS Wealth Advisors
Pennsylvania
$6.22K – – –
SWM
327
Spire Wealth Management
Virginia
$5.53K -$4.15K -6 -43%
HFS
328
Hantz Financial Services
Michigan
$5K +$4.29K +6 +600%
AS
329
Altshuler Shaham
Israel
$4.84K +$4.84K +7 New
PFBT
330
Parkside Financial Bank & Trust
Missouri
$4.15K – – –
ZBNA
331
Zions Bancorporation, National Association
Utah
$4.15K – – –
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$4.15K +$691 +1 +20%
CAL
333
Capital Advisors Ltd
Ohio
$4K -$3.33K -5 -45%
DWM
334
Dogwood Wealth Management
Kansas
$2.94K +$2.94K +4 New
SC
335
SouthState Corp
Florida
$2.76K – – –
RTL
336
Red Tortoise LLC
Georgia
$2.76K – – –
S
337
Sachetta
Massachusetts
$2.08K +$1.38K +2 +200%
HNW
338
High Note Wealth
Minnesota
$2.07K -$691 -1 -25%
ABWM
339
Alpine Bank Wealth Management
Colorado
$2.07K – – –
HI
340
Harbour Investments
Wisconsin
$1.38K – – –
CFO
341
CVA Family Office
Colorado
$1.38K – – –
MCM
342
Manchester Capital Management
Vermont
$1.38K – – –
TWD
343
True Wealth Design
Ohio
$1.38K +$691 +1 +100%
TIM
344
Tortoise Investment Management
New York
$1.38K +$1.38K +2 New
HFS
345
Hughes Financial Services
Virginia
$722 +$722 +1 New
AGWCA
346
Annis Gardner Whiting Capital Advisors
Florida
$694 +$694 +1 New
WA
347
Whipplewood Advisors
Colorado
$691 -$53.2K -77 -99%
BTI
348
Blue Trust Inc
Georgia
$691 -$14.5K -21 -95%
SIC
349
SJS Investment Consulting
Ohio
$691 -$691 -1 -50%
HNB
350
Huntington National Bank
Ohio
$691 – – –
12 13
14
15 16