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NewMarket
NEU

403 hedge funds and large institutions have $5.09B invested in NewMarket in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 155 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

133% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 36

74% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 89

64% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $38.7M

22% more capital invested

Capital invested by funds: $4.18B → $5.09B (+$916M)

13% more funds holding

Funds holding: 357 → 403 (+46)

1.2% more ownership

Funds ownership: 64.21% → 65.41% (+1.2%)

Holders
403
Holders Change
+46
Holders Change %
+12.89%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
84
Increased
155
Reduced
89
Closed
36
Calls
$63.7M
Puts
$38.7M
Net Calls
+$25M
Net Calls Change
+$6.6M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$70.5M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$60.4M
3
Invesco
Invesco
Georgia
+$27.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$23.6M
5
HWM
HB Wealth Management
Georgia
+$20M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$72.4M
2
Two Sigma Investments
Two Sigma Investments
New York
-$33.2M
3
DC
Davenport & Co
Virginia
-$24.5M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$21.8M
5
LCOV
London Company of Virginia
Virginia
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
376
Bare Financial Services
Pennsylvania
$5.8K +$5.39K +7 New
SS
377
Sunbelt Securities
Texas
$5.8K +$5.39K +7 New
CAL
378
Capital Advisors Ltd
Ohio
$5K – – –
DWM
379
Dogwood Wealth Management
Kansas
$4.99K +$1.54K +2 +50%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$4.97K – – –
SWM
381
Spire Wealth Management
Virginia
$3.31K -$3.08K -4 -50%
RTL
382
Red Tortoise LLC
Georgia
$3.31K – – –
TIM
383
Tortoise Investment Management
New York
$3.31K +$1.54K +2 +100%
S
384
Sachetta
Massachusetts
$2.49K – – –
ABWM
385
Alpine Bank Wealth Management
Colorado
$2.48K – – –
HNW
386
High Note Wealth
Minnesota
$2.48K – – –
HPC
387
HM Payson & Co
Maine
$2.48K +$2.31K +3 New
MAM
388
Marquette Asset Management
Minnesota
$2.48K +$2.31K +3 New
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$2.48K +$1.54K +2 +200%
CCM
390
Cloud Capital Management
Washington
$2K +$2.31K +3 New
MCM
391
Manchester Capital Management
Vermont
$1.66K – – –
CFO
392
CVA Family Office
Colorado
$1.66K – – –
HI
393
Harbour Investments
Wisconsin
$1.66K – – –
BI
394
Binnacle Investments
Iowa
$1.66K +$1.54K +2 New
AGWCA
395
Annis Gardner Whiting Capital Advisors
Florida
$829 – – –
RWM
396
Rialto Wealth Management
New York
$829 – – –
TFM
397
TFC Financial Management
Massachusetts
$829 – – –
PWA
398
Physician Wealth Advisors
Utah
$829 +$770 +1 New
BTI
399
Blue Trust Inc
Georgia
$828 – – –
HIA
400
HFM Investment Advisors
New Jersey
$828 – – –
14 15
16
17 18

NEU Hedge Fund Activity: Q3 2025 in Review

403 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q3 2025, worth a combined $5.09B — up 22% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new NEU positions and 36 closed out — a net gain of 48 holders — while 155 added to existing stakes and 89 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $70.5M. The largest seller was Allspring Global Investments, cutting an estimated $72.4M.

  • 403 institutional investors held NewMarket (NEU) as of Q3 2025, up from 357 in Q2 2025.
  • Funds reported $5.09B of NewMarket stock for Q3 2025, up 22% quarter-over-quarter.
  • 84 funds opened new NewMarket positions in Q3 2025 and 36 closed out, a net change of +48 holders.
  • The largest NewMarket buyer in Q3 2025 was AQR Capital Management, an estimated $70.5M added.
  • The largest NewMarket seller in Q3 2025 was Allspring Global Investments, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2025.