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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
JF
51
Jump Financial
Illinois
$396K +$286K +22,672 +217%
Citigroup
52
Citigroup
New York
$390K +$168K +13,304 +69%
Wells Fargo
53
Wells Fargo
California
$365K +$113K +8,955 +42%
FFA
54
Founders Financial Alliance
North Carolina
$353K +$4.12K +326 +1%
AA
55
ALPS Advisors
Colorado
$353K -$23.1K -1,825 -6%
GCM
56
Graham Capital Management
Connecticut
$322K +$61.4K +4,862 +22%
Barclays
57
Barclays
United Kingdom
$319K -$150K -11,906 -31%
AllianceBernstein
58
AllianceBernstein
Tennessee
$318K – – –
AG
59
Algert Global
California
$309K +$70.6K +5,590 +28%
BIA
60
Beacon Investment Advisors
Maryland
$303K +$1.14K +90 +0.4%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$282K +$74.8K +5,916 +33%
MIM
62
MetLife Investment Management
New Jersey
$268K -$7.44K -589 -3%
JTWM
63
Jackson Thornton Wealth Management
Alabama
$267K -$5.83K -461 -2%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$266K +$281K +22,200 New
YIH
65
Y-Intercept (HK)
Hong Kong
$244K +$258K +20,390 New
A
66
AlphaQuest
New York
$241K +$84.1K +6,652 +49%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$215K +$87.4K +6,915 +62%
LPL Financial
68
LPL Financial
California
$212K -$82.1K -6,501 -27%
Creative Planning
69
Creative Planning
Kansas
$208K +$63.5K +5,026 +41%
Deutsche Bank
70
Deutsche Bank
Germany
$207K -$41.3K -3,265 -16%
SCM
71
Semanteon Capital Management
Massachusetts
$197K -$51 -4 -0%
Franklin Resources
72
Franklin Resources
California
$191K +$201K +15,933 New
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$173K +$7.88K +624 +5%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$170K – – –
IIM
75
INTECH Investment Management
Florida
$168K +$177K +14,040 New
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.