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NewMarket

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
Name Holding Trade Value Shares
Change
Shares
Change %
Federated Hermes
176
Federated Hermes
Pennsylvania
$627K +$129K +186 +26%
Wolverine Trading
177
Wolverine Trading
Illinois
$618K +$204K +297 +49%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$605K +$75.2K +102 +14%
I
179
InceptionR
California
$603K +$603K +873 New
SC
180
Savant Capital
Illinois
$585K +$117K +170 +25%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$574K +$216K +313 +60%
AAM
182
Advisors Asset Management
Colorado
$572K +$572K +828 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$565K -$64.9K -94 -10%
VOYA Investment Management
184
VOYA Investment Management
Georgia
$547K -$3.73M -5,405 -87%
X
185
Xponance
Pennsylvania
$530K -$47.7K -69 -8%
Corient Private Wealth
186
Corient Private Wealth
Florida
$527K +$40.8K +59 +8%
PA
187
Pinnacle Associates
New York
$525K
VPIM
188
Vanguard Personalized Indexing Management
California
$519K +$122K +176 +31%
LFG
189
Larson Financial Group
Missouri
$513K +$89.1K +129 +21%
PA
190
Parallel Advisors
California
$511K +$10.4K +15 +2%
HWA
191
Heritage Wealth Advisors
Virginia
$508K -$209K -303 -29%
VA
192
Vident Advisory
Georgia
$505K +$52.5K +76 +12%
NA
193
NewEdge Advisors
Louisiana
$501K +$149K +216 +42%
Prudential Financial
194
Prudential Financial
New Jersey
$495K +$54.6K +79 +12%
SOS
195
Silver Oak Securities
Tennessee
$494K +$494K +715 New
DWM
196
Dakota Wealth Management
Florida
$490K +$490K +710 New
EFG
197
Ethos Financial Group
Pennsylvania
$487K -$133K -192 -21%
Deutsche Bank
198
Deutsche Bank
Germany
$484K -$82.9K -120 -15%
CG
199
Cynosure Group
Utah
$483K +$60.8K +88 +14%
ATC
200
Argent Trust Co
Tennessee
$474K +$41.5K +60 +10%