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NewMarket

414 hedge funds and large institutions have $4.31B invested in NewMarket in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $6.94M

26% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 57

3% more funds holding

Funds holding: 403414 (+11)

2.1% more ownership

Funds ownership: 65.41%67.52% (+2.1%)

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

15% less capital invested

Capital invested by funds: $5.09B → $4.31B (-$780M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
414
Holders Change
+11
Holders Change %
+2.73%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
72
Increased
129
Reduced
145
Closed
57
Calls
$22.2M
Puts
$6.94M
Net Calls
+$15.2M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$666M -$21.5M -28,220 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$570M +$12.1M +15,813 +2%
BlackRock
3
BlackRock
New York
$454M -$1.5M -1,966 -0.3%
LCOV
4
London Company of Virginia
Virginia
$339M -$27.9M -36,512 -7%
LSV Asset Management
5
LSV Asset Management
Illinois
$184M -$455K -596 -0.2%
State Street
6
State Street
Massachusetts
$159M -$3.64M -4,764 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$125M +$2.01M +2,633 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$121M +$6.85M +8,978 +5%
American Century Companies
9
American Century Companies
Missouri
$87.5M -$1.19M -1,564 -1%
AQR Capital Management
10
AQR Capital Management
Connecticut
$87.2M -$8.41M -11,012 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$79.7M +$12.8M +16,746 +17%
Charles Schwab
12
Charles Schwab
California
$65.9M -$3.06M -4,004 -4%
Norges Bank
13
Norges Bank
Norway
$64.7M +$71.8M +94,075 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$59.7M -$7.22M -9,455 -10%
Northern Trust
15
Northern Trust
Illinois
$55.3M +$554K +725 +0.9%
Morgan Stanley
16
Morgan Stanley
New York
$55.1M -$629K -824 -1%
First Trust Advisors
17
First Trust Advisors
Illinois
$53.1M +$74.1K +97 +0.1%
Invesco
18
Invesco
Georgia
$51.9M +$6M +7,863 +12%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$46.4M +$989K +1,295 +2%
GAM
20
Gotham Asset Management
New York
$41M +$11.4M +14,989 +34%
JP Morgan Chase
21
JP Morgan Chase
New York
$37.3M -$658K -862 -2%
Goldman Sachs
22
Goldman Sachs
New York
$32.2M +$2.97M +3,889 +9%
Allianz Asset Management
23
Allianz Asset Management
Germany
$27.2M +$12.2M +16,035 +68%
DC
24
Davenport & Co
Virginia
$25.2M -$2.47M -3,230 -8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$24.3M -$3.11M -4,074 -10%

NEU Hedge Fund Activity: Q4 2025 in Review

414 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q4 2025, worth a combined $4.31B — down 15% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NEU positions and 57 closed out — a net gain of 15 holders — while 129 added to existing stakes and 145 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $58.3M. The largest seller was Allspring Global Investments, cutting an estimated $62.4M.

  • 414 institutional investors held NewMarket (NEU) as of Q4 2025, up from 403 in Q3 2025.
  • Funds reported $4.31B of NewMarket stock for Q4 2025, down 15% quarter-over-quarter.
  • 72 funds opened new NewMarket positions in Q4 2025 and 57 closed out, a net change of +15 holders.
  • The largest NewMarket buyer in Q4 2025 was Corient Private Wealth, an estimated $58.3M added.
  • The largest NewMarket seller in Q4 2025 was Allspring Global Investments, an estimated $62.4M sold.

Based on aggregated 13F filings for Q4 2025.