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NewtekOne

126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
35
Closed
15
Calls
$631K
Puts
$453K
Net Calls
+$178K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$1.11M -$17.3K -1,445 -2%
American Century Companies
27
American Century Companies
Missouri
$1.02M -$327K -27,323 -24%
Ameriprise
28
Ameriprise
Minnesota
$993K +$815K +68,174 +459%
BFM
29
Boothbay Fund Management
New York
$928K -$470K -39,336 -34%
Prudential Financial
30
Prudential Financial
New Jersey
$874K +$874K +73,051 New
Millennium Management
31
Millennium Management
New York
$865K -$47K -3,933 -5%
NL
32
Nuveen LLC
North Carolina
$758K +$758K +63,362 New
UBS Group
33
UBS Group
Switzerland
$653K +$289K +24,170 +80%
RI
34
Ridgewood Investments
New Jersey
$628K
Russell Investments Group
35
Russell Investments Group
United Kingdom
$579K +$72.4K +6,053 +14%
AWA
36
Arkadios Wealth Advisors
Georgia
$521K +$3.11K +260 +0.6%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$510K +$222K +18,571 +77%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$509K +$509K +42,553 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$496K +$496K +41,468 New
Invesco
40
Invesco
Georgia
$490K -$18.6K -1,554 -4%
DTL
41
Dynamic Technology Lab
Singapore
$461K +$328K +27,409 +246%
Raymond James Financial
42
Raymond James Financial
Florida
$454K -$600K -50,177 -57%
Squarepoint
43
Squarepoint
New York
$453K +$453K +37,874 New
Man Group
44
Man Group
United Kingdom
$452K -$155K -12,956 -26%
AC
45
Avenir Corporation
Virginia
$452K
Jane Street
46
Jane Street
New York
$439K +$87K +7,274 +25%
CSS
47
Cubist Systematic Strategies
Connecticut
$421K -$171K -14,281 -29%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$417K +$235K +19,625 +129%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$411K -$11.3K -942 -3%
1IA
50
1620 Investment Advisors
Massachusetts
$404K -$885 -74 -0.2%