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NewMarket

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: 15 (+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: 357403 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$826M -$14.4M -18,717 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$673M -$4.94M -6,413 -0.8%
BlackRock
3
BlackRock
New York
$548M +$6.52M +8,465 +1%
LCOV
4
London Company of Virginia
Virginia
$438M -$18.6M -24,147 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$222M +$4.84M +6,284 +2%
State Street
6
State Street
Massachusetts
$196M -$2.51M -3,263 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$149M +$1.58M +2,049 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$138M +$7.75M +10,058 +6%
AQR Capital Management
9
AQR Capital Management
Connecticut
$114M +$70.5M +91,458 +197%
American Century Companies
10
American Century Companies
Missouri
$107M +$11.7M +15,179 +13%
Charles Schwab
11
Charles Schwab
California
$82.7M +$16M +20,729 +26%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$82.2M +$60.4M +78,422 +376%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$79.7M +$2.61M +3,384 +4%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$70.5M -$72.4M -93,986 -53%
Morgan Stanley
15
Morgan Stanley
New York
$67.1M +$8.07M +10,477 +15%
Northern Trust
16
Northern Trust
Illinois
$66M +$60.1K +78 +0.1%
First Trust Advisors
17
First Trust Advisors
Illinois
$63.9M -$10.7M -13,914 -15%
Invesco
18
Invesco
Georgia
$56M +$27.6M +35,789 +112%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$54.8M +$23.6M +30,697 +86%
JP Morgan Chase
20
JP Morgan Chase
New York
$45.6M +$861K +1,118 +2%
GAM
21
Gotham Asset Management
New York
$36.9M +$16.2M +21,026 +89%
Goldman Sachs
22
Goldman Sachs
New York
$35.6M +$4.27M +5,546 +15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$32.7M +$918K +1,192 +3%
DC
24
Davenport & Co
Virginia
$32.6M -$24.5M -31,847 -45%
Retirement Systems of Alabama
25
Retirement Systems of Alabama
Alabama
$25.4M +$158K +205 +0.7%

NEU Hedge Fund Activity: Q3 2025 in Review

403 of the 7,619 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.