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NewtekOne

132 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, 45 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $995K | Put options by funds: $130K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $134M → $165M (+$30.7M)

9.55% more ownership

Funds ownership: 45.05%54.6% (+9.6%)

7% more funds holding

Funds holding: 123132 (+9)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
45
Reduced
47
Closed
12
Calls
$995K
Puts
$130K
Net Calls
+$865K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$22K
VFM
102
Vision Financial Markets
Connecticut
$21.6K +$225 +19 +1%
SCM
103
Sterling Capital Management
North Carolina
$19.6K +$12.4K +1,047 +158%
TRCT
104
Tower Research Capital (TRC)
New York
$19.4K -$14.7K -1,243 -42%
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$17.8K +$18.4K +1,552 New
AUB
106
Atlantic Union Bankshares
Virginia
$13.7K +$14.2K +1,200 New
EWA
107
EverSource Wealth Advisors
Alabama
$13.7K +$4.87K +411 +52%
NFSG
108
Newbridge Financial Services Group
Florida
$11.4K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$9K -$320K -26,967 -97%
AB
110
Amalgamated Bank
New York
$9K
AW
111
Avion Wealth
Texas
$6K
GI
112
GAMMA Investing
California
$5.74K +$841 +71 +17%
PS
113
Principal Securities
Iowa
$5.72K
Optiver Holding
114
Optiver Holding
Netherlands
$5.15K +$5.33K +450 New
C
115
Covestor
United Kingdom
$3K +$533 +45 +23%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$2.15K
CA
117
Clearstead Advisors
Ohio
$1.96K +$794 +67 +64%
TWD
118
True Wealth Design
Ohio
$1.96K +$1.21K +102 +148%
RIL
119
Rothschild Investment LLC
Illinois
$1.84K +$486 +41 +34%
VWWMG
120
Vermillion & White Wealth Management Group
Pennsylvania
$1.72K
CA
121
CoreCap Advisors
Michigan
$1.58K +$24 +2 +1%
VCM
122
Versant Capital Management
Arizona
$1.35K
QCG
123
Quadrant Capital Group
Ohio
$1.1K +$1.14K +96 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$905 +$936 +79 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$515 -$308 -26 -37%

NEWT Hedge Fund Activity: Q3 2025 in Review

132 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q3 2025, worth a combined $165M — up 23% from $134M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NEWT positions and 12 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $4.58M. The largest seller was UBS Group, cutting an estimated $1.89M.

  • 132 institutional investors held NewtekOne (NEWT) as of Q3 2025, up from 123 in Q2 2025.
  • Funds reported $165M of NewtekOne stock for Q3 2025, up 23% quarter-over-quarter.
  • 21 funds opened new NewtekOne positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest NewtekOne buyer in Q3 2025 was North Reef Capital Management, an estimated $4.58M added.
  • The largest NewtekOne seller in Q3 2025 was UBS Group, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.