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NewtekOne
NEWT

126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

39% more call options, than puts

Call options by funds: $631K | Put options by funds: $453K

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

6% more funds holding

Funds holding: 119 → 126 (+7)

4.29% more ownership

Funds ownership: 35.96% → 40.25% (+4.3%)

5% more capital invested

Capital invested by funds: $121M → $127M (+$5.57M)

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
48
Reduced
36
Closed
15
Calls
$631K
Puts
$453K
Net Calls
+$178K
Net Calls Change
-$128K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$2.22M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.98M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.6M
4
LSV Asset Management
LSV Asset Management
Illinois
+$980K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$951K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.96M
2
Goldman Sachs
Goldman Sachs
New York
-$1.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$634K
4
BFM
Boothbay Fund Management
New York
-$497K
5
American Century Companies
American Century Companies
Missouri
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.11M -$18.3K -1,445 -2%
American Century Companies
27
American Century Companies
Missouri
$1.02M -$345K -27,323 -24%
Ameriprise
28
Ameriprise
Minnesota
$993K +$861K +68,174 +459%
BFM
29
Boothbay Fund Management
New York
$928K -$497K -39,336 -34%
Prudential Financial
30
Prudential Financial
New Jersey
$874K +$923K +73,051 New
Millennium Management
31
Millennium Management
New York
$865K -$49.7K -3,933 -5%
N
32
Nuveen
North Carolina
$758K -$61.5K -4,868 -7%
UBS Group
33
UBS Group
Switzerland
$653K +$305K +24,170 +80%
RI
34
Ridgewood Investments
New Jersey
$628K – – –
Russell Investments Group
35
Russell Investments Group
United Kingdom
$579K +$76.5K +6,053 +14%
AWA
36
Arkadios Wealth Advisors
Georgia
$521K +$3.29K +260 +0.6%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$510K +$235K +18,571 +77%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$509K +$538K +42,553 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$496K +$524K +41,468 New
Invesco
40
Invesco
Georgia
$490K -$19.6K -1,554 -4%
DTL
41
Dynamic Technology Lab
Singapore
$461K +$346K +27,409 +246%
Raymond James Financial
42
Raymond James Financial
Florida
$454K -$634K -50,177 -57%
Squarepoint
43
Squarepoint
New York
$453K +$479K +37,874 New
Man Group
44
Man Group
United Kingdom
$452K -$164K -12,956 -26%
AC
45
Avenir Corporation
Virginia
$452K – – –
Jane Street
46
Jane Street
New York
$439K +$91.9K +7,274 +25%
CSS
47
Cubist Systematic Strategies
Connecticut
$421K -$180K -14,281 -29%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$417K +$248K +19,625 +129%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$411K -$11.9K -942 -3%
1IA
50
1620 Investment Advisors
Massachusetts
$404K -$935 -74 -0.2%
1
2
3 4 5

NEWT Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2025, worth a combined $127M — up 4.6% from $121M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NEWT positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Marshall Wace, adding an estimated $2.22M. The largest seller was Wellington Management Group, cutting an estimated $1.96M.

  • 126 institutional investors held NewtekOne (NEWT) as of Q1 2025, up from 119 in Q4 2024.
  • Funds reported $127M of NewtekOne stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 24 funds opened new NewtekOne positions in Q1 2025 and 15 closed out, a net change of +9 holders.
  • The largest NewtekOne buyer in Q1 2025 was Marshall Wace, an estimated $2.22M added.
  • The largest NewtekOne seller in Q1 2025 was Wellington Management Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2025.