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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 %
JF
51
Jump Financial
Illinois
$396K +$271K +22,672 +217%
Citigroup
52
Citigroup
New York
$390K +$159K +13,304 +69%
Wells Fargo
53
Wells Fargo
California
$365K +$107K +8,955 +42%
FFA
54
Founders Financial Alliance
North Carolina
$353K +$3.9K +326 +1%
AA
55
ALPS Advisors
Colorado
$353K -$21.8K -1,825 -6%
GCM
56
Graham Capital Management
Connecticut
$322K +$58.2K +4,862 +22%
Barclays
57
Barclays
United Kingdom
$319K -$142K -11,906 -31%
AllianceBernstein
58
AllianceBernstein
Tennessee
$318K
AG
59
Algert Global
California
$309K +$66.8K +5,590 +28%
BIA
60
Beacon Investment Advisors
Maryland
$303K +$1.08K +90 +0.4%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$282K +$70.6K +5,916 +33%
MIM
62
MetLife Investment Management
New Jersey
$268K -$7.05K -589 -3%
JTWM
63
Jackson Thornton Wealth Management
Alabama
$267K -$4.72K -461 -2%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$266K +$266K +22,200 New
YIH
65
Y-Intercept (HK)
Hong Kong
$244K +$244K +20,390 New
A
66
AlphaQuest
New York
$241K +$79.6K +6,652 +49%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$215K +$82.7K +6,915 +62%
LPL Financial
68
LPL Financial
California
$212K -$77.8K -6,501 -27%
Creative Planning
69
Creative Planning
Kansas
$208K +$60.1K +5,026 +41%
Deutsche Bank
70
Deutsche Bank
Germany
$207K -$39K -3,265 -16%
SCM
71
Semanteon Capital Management
Massachusetts
$197K -$48 -4 -0%
Franklin Resources
72
Franklin Resources
California
$191K +$191K +15,933 New
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$173K +$7.46K +624 +5%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$170K
IIM
75
INTECH Investment Management
Florida
$168K +$168K +14,040 New