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NewtekOne

126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
35
Closed
15
Calls
$631K
Puts
$453K
Net Calls
+$178K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$16.9K -$58.5K -4,888 -78%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$12K +$5.87K +508 +96%
PD
103
Point72 (DIFC)
United Arab Emirates
$11.9K +$11.9K +995 New
TRCT
104
Tower Research Capital (TRC)
New York
$11.1K -$19.5K -1,629 -64%
AB
105
Amalgamated Bank
New York
$9K
PAS
106
Point72 Asia (Singapore)
Singapore
$7.6K +$7.6K +635 New
KWM
107
Kiker Wealth Management
Georgia
$5.77K +$5.77K +482 New
SCM
108
Sterling Capital Management
North Carolina
$5.11K -$3.8K -318 -43%
AW
109
Avion Wealth
Texas
$5K
WTFG
110
Wood Tarver Financial Group
Idaho
$2.76K
Jones Financial Companies
111
Jones Financial Companies
Missouri
$2.15K
CCM
112
Coldstream Capital Management
Washington
$1.94K +$1.94K +162 New
S
113
SignatureFD
Georgia
$1.71K -$3.86K -323 -69%
CA
114
CoreCap Advisors
Michigan
$1.59K +$24 +2 +2%
GI
115
GAMMA Investing
California
$1.23K +$155 +13 +14%
LC
116
Lindbrook Capital
California
$1.02K -$1.5K -125 -60%
C
117
Covestor
United Kingdom
$1K -$255 -14 -20%
FRA
118
Front Row Advisors
California
$959
RIL
119
Rothschild Investment LLC
Illinois
$957 +$120 +10 +14%
CPG
120
Cornerstone Planning Group
New Jersey
$532 -$660 -62 -55%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$514 -$51.1K -4,273 -99%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$478 +$478 +40 New
SC
123
Stephens Consulting
Michigan
$359 +$359 +30 New
CIAM
124
Caitong International Asset Management
Hong Kong
$299
TWD
125
True Wealth Design
Ohio
$276 +$276 +23 New