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NewtekOne

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: 123132 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
51
Verition Fund Management
Connecticut
$432K -$53.6K -4,525 -11%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$404K -$13.4K -1,128 -3%
1IA
53
1620 Investment Advisors
Massachusetts
$385K -$2.19K -185 -0.5%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$372K -$429K -36,211 -53%
Wells Fargo
55
Wells Fargo
California
$368K -$22.8K -1,924 -6%
FFA
56
Founders Financial Alliance
North Carolina
$345K +$2.75K +232 +0.8%
JTWM
57
Jackson Thornton Wealth Management
Alabama
$295K +$1.85K +156 +0.6%
AllianceBernstein
58
AllianceBernstein
Tennessee
$294K
B
59
Bailard
California
$268K +$277K +23,400 New
MIM
60
MetLife Investment Management
New Jersey
$257K
A
61
AlphaQuest
New York
$249K +$186K +15,661 +257%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$246K +$76.9K +6,489 +43%
GCM
63
Graham Capital Management
Connecticut
$246K +$254K +21,447 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$244K +$150K +12,679 +147%
LPL Financial
65
LPL Financial
California
$234K -$6.56K -554 -3%
Raymond James Financial
66
Raymond James Financial
Florida
$233K -$299K -25,232 -55%
RS
67
R Squared
Hong Kong
$225K +$233K +19,658 New
AAP
68
Arax Advisory Partners
Colorado
$224K +$232K +19,558 New
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$215K -$173K -14,635 -44%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$215K -$1.08M -90,789 -83%
AWA
71
Arkadios Wealth Advisors
Georgia
$210K -$29.2K -2,463 -12%
Deutsche Bank
72
Deutsche Bank
Germany
$208K +$69.1K +5,834 +47%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$197K +$21.5K +1,817 +12%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$191K +$198K +16,711 New
BIA
75
Beacon Investment Advisors
Maryland
$185K -$111K -9,380 -37%

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.