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NewtekOne
NEWT

Overview Fund Activity

122 hedge funds and large institutions have $134M invested in NewtekOne in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
31
Closed
23
Calls
$603K
Puts
$138K
Net Calls
+$465K
Net Calls Change
+$287K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$2.12M
2
Marshall Wace
Marshall Wace
United Kingdom
+$2.11M
3
UBS Group
UBS Group
Switzerland
+$1.7M
4
Prudential Financial
Prudential Financial
New Jersey
+$1.57M
5
SBH
Segall Bryant & Hamill
Illinois
+$1.44M

Top Sellers

1
RA
Royce & Associates
New York
-$2.06M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.18M
3
BlackRock
BlackRock
New York
-$990K
4
BFM
Boothbay Fund Management
New York
-$656K
5
Squarepoint
Squarepoint
New York
-$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$21.7K – – –
VFM
102
Vision Financial Markets
Connecticut
$21.1K +$259 +23 +1%
NFSG
103
Newbridge Financial Services Group
Florida
$11.3K +$11.3K +1,000 New
AB
104
Amalgamated Bank
New York
$9K – – –
EWA
105
EverSource Wealth Advisors
Alabama
$8.84K +$8.84K +784 New
SCM
106
Sterling Capital Management
North Carolina
$7.49K +$2.67K +237 +56%
AW
107
Avion Wealth
Texas
$6K +$2K +200 +50%
PS
108
Principal Securities
Iowa
$5.64K +$5.64K +500 New
GI
109
GAMMA Investing
California
$4.85K +$3.69K +327 +317%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$2.05K – – –
C
111
Covestor
United Kingdom
$2K +$1.43K +138 +251%
VWWMG
112
Vermillion & White Wealth Management Group
Pennsylvania
$1.69K +$1.69K +150 New
CA
113
CoreCap Advisors
Michigan
$1.53K +$23 +2 +2%
RIL
114
Rothschild Investment LLC
Illinois
$1.35K +$451 +40 +50%
VCM
115
Versant Capital Management
Arizona
$1.33K +$1.33K +118 New
CA
116
Clearstead Advisors
Ohio
$1.17K +$1.17K +104 New
WTFG
117
Wood Tarver Financial Group
Idaho
$1K -$540 -81 -35%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$801 +$801 +71 New
TWD
119
True Wealth Design
Ohio
$779 +$519 +46 +200%
CPG
120
Cornerstone Planning Group
New Jersey
$569 – – –
FRA
121
Front Row Advisors
California
$543 -$362 -32 -40%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$180 -$304 -27 -63%
Wellington Management Group
123
Wellington Management Group
Massachusetts
– -$1.18M -98,676 Closed
Squarepoint
124
Squarepoint
New York
– -$453K -37,874 Closed
GCM
125
Graham Capital Management
Connecticut
– -$322K -26,911 Closed
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5
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