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NewtekOne

146 hedge funds and large institutions have $167M invested in NewtekOne in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $150K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

10% more funds holding

Funds holding: 133146 (+13)

3.1% more ownership

Funds ownership: 49.9%53% (+3.1%)

2% more capital invested

Capital invested by funds: $164M → $167M (+$3.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
54
Reduced
38
Closed
17
Calls
$1.05M
Puts
$150K
Net Calls
+$899K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Bridgeway Capital Management
Texas
$325K
SFI
52
Susquehanna Fundamental Investments
Pennsylvania
$324K +$376K +29,607 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$318K -$1.76K -139 -0.5%
JTWM
54
Jackson Thornton Wealth Management
Alabama
$316K -$4K -315 -1%
FFA
55
Founders Financial Alliance
North Carolina
$314K -$22.3K -1,758 -6%
XT
56
XTX Topco
Cayman Islands
$309K +$358K +28,240 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$291K
BHCM
58
Brevan Howard Capital Management
Jersey
$291K +$338K +26,607 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$274K +$186K +14,687 +142%
1IA
60
1620 Investment Advisors
Massachusetts
$270K
Deutsche Bank
61
Deutsche Bank
Germany
$254K +$67.3K +5,304 +30%
Wells Fargo
62
Wells Fargo
California
$246K -$211K -16,624 -43%
MIM
63
MetLife Investment Management
New Jersey
$246K
LPL Financial
64
LPL Financial
California
$234K +$1.8K +142 +0.7%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$232K -$8.19K -645 -3%
KAS
66
Kestra Advisory Services
Texas
$208K +$15.3K +1,209 +7%
AG
67
Algert Global
California
$195K +$226K +17,848 New
Barclays
68
Barclays
United Kingdom
$184K -$381K -30,032 -64%
BIA
69
Beacon Investment Advisors
Maryland
$183K +$2.84K +224 +1%
AWA
70
Arkadios Wealth Advisors
Georgia
$177K -$7.94K -626 -4%
UBS Group
71
UBS Group
Switzerland
$172K -$1.38M -108,769 -87%
MFS
72
Mirabella Financial Services
United Kingdom
$164K +$190K +14,936 New
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$162K +$35.2K +2,776 +23%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$161K +$187K +14,712 New
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$156K +$181K +14,281 New