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NewtekOne

129 hedge funds and large institutions have $164M invested in NewtekOne in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
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
$995K
Puts
$121K
Net Calls
Net Calls Change

Top Buyers

1 +$4.43M
2 +$2.53M
3 +$1.32M
4
N
Nuveen
North Carolina
+$975K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$956K

Top Sellers

1 -$1.82M
2 -$1.19M
3 -$1.04M
4
Millennium Management
Millennium Management
New York
-$913K
5
Marshall Wace
Marshall Wace
United Kingdom
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$182K
KAS
77
Kestra Advisory Services
Texas
$179K
BFM
78
Boothbay Fund Management
New York
$176K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$150K
RRA
80
Round Rock Advisors
Connecticut
$149K
Mariner
81
Mariner
Kansas
$145K
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$141K
Mirae Asset Global ETFs Holdings
83
Mirae Asset Global ETFs Holdings
Hong Kong
$134K
Cerity Partners
84
Cerity Partners
New York
$133K
Kovitz Investment Group Partners
85
Kovitz Investment Group Partners
Illinois
$125K
Stifel Financial
86
Stifel Financial
Missouri
$124K
IIM
87
INTECH Investment Management
Florida
$118K
Osaic Holdings
88
Osaic Holdings
Arizona
$90.3K
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$87K
ACM
90
Aquatic Capital Management
Illinois
$85.2K
PFSRSONJ
91
Police & Firemen's Retirement System of New Jersey
New Jersey
$67.9K
QT
92
Quantbot Technologies
New York
$67.2K
GEA
93
Glen Eagle Advisors
New Jersey
$46.7K
ASN
94
Advisory Services Network
Georgia
$45.8K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$29.1K
Legal & General Group
96
Legal & General Group
United Kingdom
$25.4K
FFA
97
Farther Finance Advisors
California
$23.4K
AIP
98
Ameritas Investment Partners
Nebraska
$22K
VFM
99
Vision Financial Markets
Connecticut
$21.6K
SCM
100
Sterling Capital Management
North Carolina
$19.6K