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NewtekOne

146 hedge funds and large institutions have $167M invested in NewtekOne in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $150K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

10% more funds holding

Funds holding: 133146 (+13)

3.1% more ownership

Funds ownership: 49.9%53% (+3.1%)

2% more capital invested

Capital invested by funds: $164M → $167M (+$3.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
54
Reduced
38
Closed
17
Calls
$1.05M
Puts
$150K
Net Calls
+$899K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
76
Magnetar Financial
Illinois
$155K +$179K +14,121 New
Cerity Partners
77
Cerity Partners
New York
$153K +$2.84K +224 +2%
Corient Private Wealth
78
Corient Private Wealth
Florida
$147K +$170K +13,384 New
Mariner
79
Mariner
Kansas
$146K +$33.4K +2,631 +25%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$143K +$6.42K +506 +4%
CCIA
81
Campbell & Co Investment Adviser
Maryland
$136K +$158K +12,431 New
BFM
82
Boothbay Fund Management
New York
$135K +$157K +12,356 New
Mirae Asset Global ETFs Holdings
83
Mirae Asset Global ETFs Holdings
Hong Kong
$126K +$14K +1,103 +11%
DBIA
84
Dumont & Blake Investment Advisors
New Jersey
$118K +$136K +10,754 New
EWA
85
EP Wealth Advisors
California
$113K +$131K +10,306 New
RIA
86
Regal Investment Advisors
Michigan
$112K +$129K +10,203 New
JP Morgan Chase
87
JP Morgan Chase
New York
$107K -$1.25M -98,670 -91%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$79.9K -$234K -18,420 -72%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$72.6K -$108K -8,514 -56%
PFSRSONJ
90
Police & Firemen's Retirement System of New Jersey
New Jersey
$65K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$56.2K +$12.9K +1,015 +25%
ASN
92
Advisory Services Network
Georgia
$43.9K +$50.9K +4,011 New
Osaic Holdings
93
Osaic Holdings
Arizona
$36.1K -$2.32K -183 -5%
AA
94
Ancora Advisors
Ohio
$34K -$763K -60,092 -95%
CA
95
Crewe Advisors
Utah
$32.9K +$12.7K +1,000 +50%
GEA
96
Glen Eagle Advisors
New Jersey
$29.2K -$17.9K -1,412 -35%
TRCT
97
Tower Research Capital (TRC)
New York
$29.1K -$7.53K -593 -18%
AF
98
Allworth Financial
California
$28.8K +$2.6K +205 +8%
Legal & General Group
99
Legal & General Group
United Kingdom
$25.4K +$5.48K +432 +23%
IA
100
IFP Advisors
Florida
$23.3K -$178 -14 -0.7%