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NewtekOne
NEWT

132 hedge funds and large institutions have $165M invested in NewtekOne in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $995K | Put options by funds: $130K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $134M → $165M (+$30.7M)

9.55% more ownership

Funds ownership: 45.05% → 54.6% (+9.6%)

7% more funds holding

Funds holding: 123 → 132 (+9)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
45
Reduced
47
Closed
12
Calls
$995K
Puts
$130K
Net Calls
+$865K
Net Calls Change
+$400K

Top Buyers

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
+$4.58M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.62M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.37M
4
N
Nuveen
North Carolina
+$1.01M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$990K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.89M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.08M
4
Millennium Management
Millennium Management
New York
-$945K
5
Marshall Wace
Marshall Wace
United Kingdom
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Bard Associates
Illinois
$1.39M -$49.4K -4,173 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$1.31M -$1.23M -103,506 -48%
Bank of America
28
Bank of America
North Carolina
$1.22M -$340K -28,680 -21%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.04M -$70.3K -5,933 -6%
CSS
30
Cubist Systematic Strategies
Connecticut
$1.04M -$406K -34,240 -27%
Millennium Management
31
Millennium Management
New York
$1.02M -$945K -79,747 -47%
Boston Partners
32
Boston Partners
Massachusetts
$931K +$122K +10,269 +14%
JF
33
Jump Financial
Illinois
$828K +$22.8K +1,922 +3%
CC
34
Commons Capital
Massachusetts
$809K – – –
American Century Companies
35
American Century Companies
Missouri
$729K -$21.1K -1,782 -3%
IC
36
IEQ Capital
California
$701K +$426K +35,944 +142%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$606K +$462K +39,000 +281%
RI
38
Ridgewood Investments
New Jersey
$601K – – –
Citigroup
39
Citigroup
New York
$595K +$244K +20,590 +66%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$552K +$184K +15,561 +48%
Invesco
41
Invesco
Georgia
$547K +$13.2K +1,116 +2%
UBS Group
42
UBS Group
Switzerland
$528K -$1.89M -159,172 -78%
ECM
43
ExodusPoint Capital Management
New York
$521K +$239K +20,214 +80%
Creative Planning
44
Creative Planning
Kansas
$516K +$534K +45,044 New
QCM
45
Quantinno Capital Management
New York
$509K +$332K +28,038 +171%
CCIA
46
Campbell & Co Investment Adviser
Maryland
$499K -$263K -22,170 -34%
Barclays
47
Barclays
United Kingdom
$494K +$7.59K +641 +2%
Man Group
48
Man Group
United Kingdom
$494K +$35.6K +3,007 +7%
Jane Street
49
Jane Street
New York
$467K +$64.5K +5,442 +15%
AC
50
Avenir Corporation
Virginia
$467K +$35.5K +3,000 +8%
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NEWT Hedge Fund Activity: Q3 2025 in Review

132 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q3 2025, worth a combined $165M — up 23% from $134M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NEWT positions and 12 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $4.58M. The largest seller was UBS Group, cutting an estimated $1.89M.

  • 132 institutional investors held NewtekOne (NEWT) as of Q3 2025, up from 123 in Q2 2025.
  • Funds reported $165M of NewtekOne stock for Q3 2025, up 23% quarter-over-quarter.
  • 21 funds opened new NewtekOne positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest NewtekOne buyer in Q3 2025 was North Reef Capital Management, an estimated $4.58M added.
  • The largest NewtekOne seller in Q3 2025 was UBS Group, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.