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NewtekOne
NEWT

Overview Fund Activity

120 hedge funds and large institutions have $133M invested in NewtekOne in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 23 closing their positions.

Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
56
Reduced
30
Closed
23
Calls
$281K
Puts
$138K
Net Calls
+$143K
Net Calls Change
-$35K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$4.01M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.03M
3
UBS Group
3
UBS Group
Switzerland
$2.32M
4
Prudential Financial
4
Prudential Financial
New Jersey
$2.39M
5
SBH
5
Segall Bryant & Hamill
Illinois
$3.21M

Top Sellers

1
RA
1
Royce & Associates
New York
$3.81M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$23M
4
BFM
4
Boothbay Fund Management
New York
$219K
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
101
Newbridge Financial Services Group
Florida
$11.3K 1,000 +1,000 New
AB
102
Amalgamated Bank
New York
$9K 786 – –
EWA
103
EverSource Wealth Advisors
Alabama
$8.84K 784 +784 New
SCM
104
Sterling Capital Management
North Carolina
$7.49K 664 +237 +56%
AW
105
Avion Wealth
Texas
$6K 600 +200 +50%
PS
106
Principal Securities
Iowa
$5.64K 500 +500 New
GI
107
GAMMA Investing
California
$4.85K 430 +327 +317%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$2.05K 181 – –
C
109
Covestor
United Kingdom
$2K 193 +138 +251%
VWWMG
110
Vermillion & White Wealth Management Group
Pennsylvania
$1.69K 150 +150 New
CA
111
CoreCap Advisors
Michigan
$1.53K 135 +2 +2%
RIL
112
Rothschild Investment LLC
Illinois
$1.35K 120 +40 +50%
VCM
113
Versant Capital Management
Arizona
$1.33K 118 +118 New
CA
114
Clearstead Advisors
Ohio
$1.17K 104 +104 New
WTFG
115
Wood Tarver Financial Group
Idaho
$1K 150 -81 -35%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$801 71 +71 New
TWD
117
True Wealth Design
Ohio
$779 69 +46 +200%
CPG
118
Cornerstone Planning Group
New Jersey
$569 50 – –
FRA
119
Front Row Advisors
California
$543 48 -32 -40%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$180 16 -27 -63%
Wellington Management Group
121
Wellington Management Group
Massachusetts
– – -98,676 Closed
Squarepoint
122
Squarepoint
New York
– – -37,874 Closed
GCM
123
Graham Capital Management
Connecticut
– – -26,911 Closed
Creative Planning
124
Creative Planning
Kansas
– – -17,366 Closed
SCM
125
Semanteon Capital Management
Massachusetts
– – -16,438 Closed
2 3 4
5
6