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NewtekOne

145 hedge funds and large institutions have $167M invested in NewtekOne in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
$1.05M
Puts
$150K
Net Calls
Net Calls Change

Top Buyers

1 +$7.17M
2 +$3.22M
3 +$1.45M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.39M
5
Morgan Stanley
Morgan Stanley
New York
+$1.22M

Top Sellers

1 -$2.39M
2 -$1.52M
3 -$1.38M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.25M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
101
Vision Financial Markets
Connecticut
$21.1K
AIP
102
Ameritas Investment Partners
Nebraska
$21.1K
IAIM
103
International Assets Investment Management
Florida
$20.8K
FFA
104
Farther Finance Advisors
California
$19K
HI
105
Harbour Investments
Wisconsin
$18.4K
EP
106
Essential Partners
California
$16K
VCM
107
Versant Capital Management
Arizona
$16K
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$14.6K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$13.7K
S
110
SignatureFD
Georgia
$13.1K
GI
111
GAMMA Investing
California
$12.3K
AUB
112
Atlantic Union Bankshares
Virginia
$12K
EWA
113
EverSource Wealth Advisors
Alabama
$11.6K
AW
114
Avion Wealth
Texas
$10K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$9.36K
SCM
116
Sterling Capital Management
North Carolina
$8.92K
ACM
117
Aquatic Capital Management
Illinois
$8.78K
FIA
118
FNY Investment Advisers
New York
$8K
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$5.44K
QCG
120
Quadrant Capital Group
Ohio
$4.74K
AIM
121
Axiom Investment Management
New York
$3.81K
RIL
122
Rothschild Investment LLC
Illinois
$3.44K
Optiver Holding
123
Optiver Holding
Netherlands
$2.91K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$2.74K
US Bancorp
125
US Bancorp
Minnesota
$2.66K