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NewtekOne

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$603K
Puts
$138K
Net Calls
Net Calls Change

Top Sellers

1 -$2.06M
2 -$1.18M
3 -$990K
4
BFM
Boothbay Fund Management
New York
-$656K
5
Squarepoint
Squarepoint
New York
-$453K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$21.7K
VFM
102
Vision Financial Markets
Connecticut
$21.1K
NFSG
103
Newbridge Financial Services Group
Florida
$11.3K
AB
104
Amalgamated Bank
New York
$9K
EWA
105
EverSource Wealth Advisors
Alabama
$8.84K
SCM
106
Sterling Capital Management
North Carolina
$7.49K
AW
107
Avion Wealth
Texas
$6K
PS
108
Principal Securities
Iowa
$5.64K
GI
109
GAMMA Investing
California
$4.85K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$2.05K
C
111
Covestor
United Kingdom
$2K
VWWMG
112
Vermillion & White Wealth Management Group
Pennsylvania
$1.69K
CA
113
CoreCap Advisors
Michigan
$1.53K
RIL
114
Rothschild Investment LLC
Illinois
$1.35K
VCM
115
Versant Capital Management
Arizona
$1.33K
CA
116
Clearstead Advisors
Ohio
$1.17K
WTFG
117
Wood Tarver Financial Group
Idaho
$1K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$801
TWD
119
True Wealth Design
Ohio
$779
CPG
120
Cornerstone Planning Group
New Jersey
$569
FRA
121
Front Row Advisors
California
$543
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$180
Wellington Management Group
123
Wellington Management Group
Massachusetts
Squarepoint
124
Squarepoint
New York
GCM
125
Graham Capital Management
Connecticut