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NewtekOne

132 hedge funds and large institutions have $165M invested in NewtekOne in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $995K | Put options by funds: $130K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $134M → $165M (+$30.7M)

9.55% more ownership

Funds ownership: 45.05%54.6% (+9.6%)

7% more funds holding

Funds holding: 123132 (+9)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
45
Reduced
47
Closed
12
Calls
$995K
Puts
$130K
Net Calls
+$865K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$182K
KAS
77
Kestra Advisory Services
Texas
$179K +$26.1K +2,200 +16%
BFM
78
Boothbay Fund Management
New York
$176K -$48.5K -4,096 -21%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$150K +$159K +13,404 New
RRA
80
Round Rock Advisors
Connecticut
$149K
Mariner
81
Mariner
Kansas
$145K +$150K +12,662 New
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 -$22.5K -1,903 -14%
Cerity Partners
84
Cerity Partners
New York
$133K +$138K +11,619 New
Kovitz Investment Group Partners
85
Kovitz Investment Group Partners
Illinois
$125K +$2.08K +176 +2%
Stifel Financial
86
Stifel Financial
Missouri
$124K -$367 -31 -0.3%
IIM
87
INTECH Investment Management
Florida
$118K -$21.3K -1,798 -15%
Osaic Holdings
88
Osaic Holdings
Arizona
$90.3K +$3.84K +324 +5%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$87K
ACM
90
Aquatic Capital Management
Illinois
$85.2K -$39.4K -3,328 -31%
IA
91
IFP Advisors
Florida
$77.8K +$272 +23 +0.3%
PFSRSONJ
92
Police & Firemen's Retirement System of New Jersey
New Jersey
$67.9K
QT
93
Quantbot Technologies
New York
$67.2K -$42.4K -3,582 -38%
GEA
94
Glen Eagle Advisors
New Jersey
$46.7K -$29.4K -2,483 -38%
ASN
95
Advisory Services Network
Georgia
$45.8K +$47.4K +4,000 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$29.1K -$2.52K -213 -8%
EP
97
Essential Partners
California
$28.3K +$20.9K +1,767 +252%
AF
98
Allworth Financial
California
$27.4K +$2.84K +240 +11%
Legal & General Group
99
Legal & General Group
United Kingdom
$25.4K
FFA
100
Farther Finance Advisors
California
$23.4K -$296 -25 -1%

NEWT Hedge Fund Activity: Q3 2025 in Review

132 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q3 2025, worth a combined $165M — up 23% from $134M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NEWT positions and 12 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $4.58M. The largest seller was UBS Group, cutting an estimated $1.89M.

  • 132 institutional investors held NewtekOne (NEWT) as of Q3 2025, up from 123 in Q2 2025.
  • Funds reported $165M of NewtekOne stock for Q3 2025, up 23% quarter-over-quarter.
  • 21 funds opened new NewtekOne positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest NewtekOne buyer in Q3 2025 was North Reef Capital Management, an estimated $4.58M added.
  • The largest NewtekOne seller in Q3 2025 was UBS Group, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.