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NewtekOne

131 hedge funds and large institutions have $165M invested in NewtekOne in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
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
VFM
101
Vision Financial Markets
Connecticut
$21.6K
SCM
102
Sterling Capital Management
North Carolina
$19.6K
TRCT
103
Tower Research Capital (TRC)
New York
$19.4K
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$17.8K
AUB
105
Atlantic Union Bankshares
Virginia
$13.7K
EWA
106
EverSource Wealth Advisors
Alabama
$13.7K
NFSG
107
Newbridge Financial Services Group
Florida
$11.4K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$9K
AB
109
Amalgamated Bank
New York
$9K
AW
110
Avion Wealth
Texas
$6K
GI
111
GAMMA Investing
California
$5.74K
PS
112
Principal Securities
Iowa
$5.72K
Optiver Holding
113
Optiver Holding
Netherlands
$5.15K
C
114
Covestor
United Kingdom
$3K
Jones Financial Companies
115
Jones Financial Companies
Missouri
$2.15K
CA
116
Clearstead Advisors
Ohio
$1.96K
TWD
117
True Wealth Design
Ohio
$1.96K
RIL
118
Rothschild Investment LLC
Illinois
$1.84K
VWWMG
119
Vermillion & White Wealth Management Group
Pennsylvania
$1.72K
CA
120
CoreCap Advisors
Michigan
$1.58K
VCM
121
Versant Capital Management
Arizona
$1.35K
QCG
122
Quadrant Capital Group
Ohio
$1.1K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$905
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$515
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$469