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NewtekOne
NEWT

126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

39% more call options, than puts

Call options by funds: $631K | Put options by funds: $453K

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

6% more funds holding

Funds holding: 119 → 126 (+7)

4.29% more ownership

Funds ownership: 35.96% → 40.25% (+4.3%)

5% more capital invested

Capital invested by funds: $121M → $127M (+$5.57M)

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
48
Reduced
36
Closed
15
Calls
$631K
Puts
$453K
Net Calls
+$178K
Net Calls Change
-$128K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$2.22M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.98M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.6M
4
LSV Asset Management
LSV Asset Management
Illinois
+$980K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$951K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.96M
2
Goldman Sachs
Goldman Sachs
New York
-$1.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$634K
4
BFM
Boothbay Fund Management
New York
-$497K
5
American Century Companies
American Century Companies
Missouri
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
76
Magnetar Financial
Illinois
$160K +$169K +13,367 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$153K +$12.4K +980 +8%
TWM
78
Tradition Wealth Management
Minnesota
$153K +$2.46K +195 +2%
CF
79
Corebridge Financial
Texas
$145K -$253 -20 -0.2%
CC
80
Corton Capital
Ontario, Canada
$135K -$199K -15,769 -58%
CC
81
Centiva Capital
New York
$132K +$140K +11,055 New
QCM
82
Quantinno Capital Management
New York
$129K +$136K +10,774 New
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$126K +$2.03K +161 +2%
XT
84
XTX Topco
Cayman Islands
$126K +$133K +10,515 New
EWA
85
EP Wealth Advisors
California
$123K +$130K +10,251 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$122K +$129K +10,214 New
ECM
87
ExodusPoint Capital Management
New York
$120K +$127K +10,070 New
SG Americas Securities
88
SG Americas Securities
New York
$108K -$28.2K -2,232 -20%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$90.9K – – –
GEA
90
Glen Eagle Advisors
New Jersey
$78.5K – – –
Osaic Holdings
91
Osaic Holdings
Arizona
$77K -$34.7K -2,746 -30%
PFSRSONJ
92
Police & Firemen's Retirement System of New Jersey
New Jersey
$71K – – –
ACM
93
Aquatic Capital Management
Illinois
$68.6K +$3.2K +253 +5%
IA
94
IFP Advisors
Florida
$46.3K – – –
FFA
95
Farther Finance Advisors
California
$24.2K +$101 +8 +0.4%
Legal & General Group
96
Legal & General Group
United Kingdom
$23.9K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$23K – – –
VFM
98
Vision Financial Markets
Connecticut
$22.1K +$227 +18 +1%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$21.6K – – –
QCG
100
Quadrant Capital Group
Ohio
$18.1K +$18.7K +1,480 +4,774%
2 3
4
5 6

NEWT Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2025, worth a combined $127M — up 4.6% from $121M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NEWT positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Marshall Wace, adding an estimated $2.22M. The largest seller was Wellington Management Group, cutting an estimated $1.96M.

  • 126 institutional investors held NewtekOne (NEWT) as of Q1 2025, up from 119 in Q4 2024.
  • Funds reported $127M of NewtekOne stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 24 funds opened new NewtekOne positions in Q1 2025 and 15 closed out, a net change of +9 holders.
  • The largest NewtekOne buyer in Q1 2025 was Marshall Wace, an estimated $2.22M added.
  • The largest NewtekOne seller in Q1 2025 was Wellington Management Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2025.