NewtekOne
NEWT
126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
39% more call options, than puts
Call options by funds: $631K | Put options by funds: $453K
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
6% more funds holding
Funds holding: 119 → 126 (+7)
4.29% more ownership
Funds ownership: 35.96% → 40.25% (+4.3%)
5% more capital invested
Capital invested by funds: $121M → $127M (+$5.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$2.22M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.98M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.6M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$980K |
| 5 |
D.E. Shaw & Co
New York
|
+$951K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.96M |
| 2 |
Goldman Sachs
New York
|
-$1.31M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$634K |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$497K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$345K |
NEWT Hedge Fund Activity: Q1 2025 in Review
126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2025, worth a combined $127M — up 4.6% from $121M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new NEWT positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 36 trimmed.
The largest buyer was Marshall Wace, adding an estimated $2.22M. The largest seller was Wellington Management Group, cutting an estimated $1.96M.
- 126 institutional investors held NewtekOne (NEWT) as of Q1 2025, up from 119 in Q4 2024.
- Funds reported $127M of NewtekOne stock for Q1 2025, up 4.6% quarter-over-quarter.
- 24 funds opened new NewtekOne positions in Q1 2025 and 15 closed out, a net change of +9 holders.
- The largest NewtekOne buyer in Q1 2025 was Marshall Wace, an estimated $2.22M added.
- The largest NewtekOne seller in Q1 2025 was Wellington Management Group, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2025.