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NewtekOne

122 hedge funds and large institutions have $134M invested in NewtekOne in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
57
Reduced
31
Closed
23
Calls
$603K
Puts
$138K
Net Calls
+$465K
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
51
Wells Fargo
California
$385K +$40.3K +3,570 +12%
1IA
52
1620 Investment Advisors
Massachusetts
$381K
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$377K +$377K +33,435 New
Russell Investments Group
54
Russell Investments Group
United Kingdom
$368K -$178K -15,766 -33%
Citigroup
55
Citigroup
New York
$354K -$14.1K -1,249 -4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$347K -$46.1K -4,085 -12%
AA
57
ALPS Advisors
Colorado
$344K +$12K +1,061 +4%
FFA
58
Founders Financial Alliance
North Carolina
$337K +$4.25K +377 +1%
CC
59
Corton Capital
Ontario, Canada
$319K +$192K +17,023 +151%
PTC
60
Petrus Trust Company
Texas
$317K +$317K +28,120 New
JTWM
61
Jackson Thornton Wealth Management
Alabama
$314K +$948 +79 +0.3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$313K +$45.9K +4,061 +17%
AG
63
Algert Global
California
$292K
AllianceBernstein
64
AllianceBernstein
Tennessee
$290K -$10.2K -900 -3%
BIA
65
Beacon Investment Advisors
Maryland
$289K +$2.48K +219 +0.9%
ECM
66
ExodusPoint Capital Management
New York
$286K +$172K +15,243 +151%
IC
67
IEQ Capital
California
$285K +$285K +25,260 New
MIM
68
MetLife Investment Management
New Jersey
$253K
LPL Financial
69
LPL Financial
California
$237K +$37.2K +3,301 +19%
AWA
70
Arkadios Wealth Advisors
Georgia
$235K -$256K -22,726 -52%
BFM
71
Boothbay Fund Management
New York
$219K -$656K -58,122 -75%
QCM
72
Quantinno Capital Management
New York
$185K +$63.4K +5,620 +52%
Franklin Resources
73
Franklin Resources
California
$180K
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$173K +$13.3K +1,174 +8%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$169K -$33.9K -3,005 -17%