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NewtekOne
NEWT

Overview Fund Activity

120 hedge funds and large institutions have $133M invested in NewtekOne in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 23 closing their positions.

Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
56
Reduced
30
Closed
23
Calls
$281K
Puts
$138K
Net Calls
+$143K
Net Calls Change
-$35K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$4.01M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.03M
3
UBS Group
3
UBS Group
Switzerland
$2.32M
4
Prudential Financial
4
Prudential Financial
New Jersey
$2.39M
5
SBH
5
Segall Bryant & Hamill
Illinois
$3.21M

Top Sellers

1
RA
1
Royce & Associates
New York
$3.81M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$23M
4
BFM
4
Boothbay Fund Management
New York
$219K
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
76
Two Sigma Advisers
New York
$157K 13,900 -8,300 -37%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$153K 13,570 -860 -6%
KAS
78
Kestra Advisory Services
Texas
$151K 13,406 +13,406 New
YIH
79
Y-Intercept (HK)
Hong Kong
$148K 13,081 -7,309 -36%
RRA
80
Round Rock Advisors
Connecticut
$147K 13,000 +13,000 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$139K 12,355 -425 -3%
Deutsche Bank
82
Deutsche Bank
Germany
$139K 12,315 -5,000 -29%
IIM
83
INTECH Investment Management
Florida
$137K 12,132 -1,908 -14%
Stifel Financial
84
Stifel Financial
Missouri
$122K 10,851 +10,851 New
ACM
85
Aquatic Capital Management
Illinois
$121K 10,769 +5,032 +88%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$121K 10,721 +194 +2%
Osaic Holdings
87
Osaic Holdings
Arizona
$117K 9,184 +2,746 +43%
QT
88
Quantbot Technologies
New York
$107K 9,452 +9,452 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$97K 8,610 +7,571 +729%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$86K 7,597 – –
IA
91
IFP Advisors
Florida
$76.5K 6,776 +2,901 +75%
GEA
92
Glen Eagle Advisors
New Jersey
$74.1K 6,566 – –
A
93
AlphaQuest
New York
$68.7K 6,091 -14,026 -70%
PFSRSONJ
94
Police & Firemen's Retirement System of New Jersey
New Jersey
$66.9K 5,933 – –
TRCT
95
Tower Research Capital (TRC)
New York
$33.1K 2,933 +2,005 +216%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$31K 2,751 +1,341 +95%
TCOV
97
Trust Company of Vermont
Vermont
$29.4K 2,605 +2,605 New
Legal & General Group
98
Legal & General Group
United Kingdom
$25K 2,218 +219 +11%
AF
99
Allworth Financial
California
$24.2K 2,149 +2,149 New
FFA
100
Farther Finance Advisors
California
$23.4K 2,072 +66 +3%
2 3
4
5 6