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NewtekOne

145 hedge funds and large institutions have $167M invested in NewtekOne in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05M
Puts
$150K
Net Calls
Net Calls Change

Top Buyers

1 +$7.17M
2 +$3.22M
3 +$1.45M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.39M
5
Morgan Stanley
Morgan Stanley
New York
+$1.22M

Top Sellers

1 -$2.39M
2 -$1.52M
3 -$1.38M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.25M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Bridgeway Capital Management
Texas
$325K
SFI
52
Susquehanna Fundamental Investments
Pennsylvania
$324K
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$318K
JTWM
54
Jackson Thornton Wealth Management
Alabama
$316K
FFA
55
Founders Financial Alliance
North Carolina
$314K
XT
56
XTX Topco
Cayman Islands
$309K
AllianceBernstein
57
AllianceBernstein
Tennessee
$291K
BHCM
58
Brevan Howard Capital Management
Jersey
$291K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$274K
1IA
60
1620 Investment Advisors
Massachusetts
$270K
Deutsche Bank
61
Deutsche Bank
Germany
$254K
Wells Fargo
62
Wells Fargo
California
$246K
MIM
63
MetLife Investment Management
New Jersey
$246K
LPL Financial
64
LPL Financial
California
$234K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$232K
KAS
66
Kestra Advisory Services
Texas
$208K
AG
67
Algert Global
California
$195K
Barclays
68
Barclays
United Kingdom
$184K
BIA
69
Beacon Investment Advisors
Maryland
$183K
AWA
70
Arkadios Wealth Advisors
Georgia
$177K
UBS Group
71
UBS Group
Switzerland
$172K
MFS
72
Mirabella Financial Services
United Kingdom
$164K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$162K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$161K
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$156K