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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
TRCT
101
Tower Research Capital (TRC)
New York
$19.4K
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$17.8K
AUB
103
Atlantic Union Bankshares
Virginia
$13.7K
EWA
104
EverSource Wealth Advisors
Alabama
$13.7K
NFSG
105
Newbridge Financial Services Group
Florida
$11.4K
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$9K
AB
107
Amalgamated Bank
New York
$9K
AW
108
Avion Wealth
Texas
$6K
GI
109
GAMMA Investing
California
$5.74K
PS
110
Principal Securities
Iowa
$5.72K
Optiver Holding
111
Optiver Holding
Netherlands
$5.15K
C
112
Covestor
United Kingdom
$3K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$2.15K
CA
114
Clearstead Advisors
Ohio
$1.96K
TWD
115
True Wealth Design
Ohio
$1.96K
RIL
116
Rothschild Investment LLC
Illinois
$1.84K
VWWMG
117
Vermillion & White Wealth Management Group
Pennsylvania
$1.72K
CA
118
CoreCap Advisors
Michigan
$1.58K
VCM
119
Versant Capital Management
Arizona
$1.35K
QCG
120
Quadrant Capital Group
Ohio
$1.1K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$905
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$515
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$469
FRA
124
Front Row Advisors
California
$367
US Bancorp
125
US Bancorp
Minnesota
$332