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NewtekOne

146 hedge funds and large institutions have $167M invested in NewtekOne in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $150K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

10% more funds holding

Funds holding: 133146 (+13)

3.1% more ownership

Funds ownership: 49.9%53% (+3.1%)

2% more capital invested

Capital invested by funds: $164M → $167M (+$3.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
54
Reduced
38
Closed
17
Calls
$1.05M
Puts
$150K
Net Calls
+$899K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
101
Vision Financial Markets
Connecticut
$21.1K +$266 +21 +1%
AIP
102
Ameritas Investment Partners
Nebraska
$21.1K
IAIM
103
International Assets Investment Management
Florida
$20.8K
FFA
104
Farther Finance Advisors
California
$19K +$431 +34 +2%
HI
105
Harbour Investments
Wisconsin
$18.4K +$21.3K +1,682 New
EP
106
Essential Partners
California
$16K +$1.34K +106 +8%
VCM
107
Versant Capital Management
Arizona
$16K +$7.65K +603 +70%
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$14.6K -$584 -46 -3%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$13.7K -$8.65K -682 -35%
S
110
SignatureFD
Georgia
$13.1K +$825 +65 +6%
GI
111
GAMMA Investing
California
$12.3K +$1.97K +155 +16%
AUB
112
Atlantic Union Bankshares
Virginia
$12K
EWA
113
EverSource Wealth Advisors
Alabama
$11.6K -$76 -6 -0.6%
AW
114
Avion Wealth
Texas
$10K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$9.36K
SCM
116
Sterling Capital Management
North Carolina
$8.92K -$6.04K -476 -37%
ACM
117
Aquatic Capital Management
Illinois
$8.78K -$96K -7,568 -90%
FIA
118
FNY Investment Advisers
New York
$8K
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$5.44K -$90.1K -7,100 -93%
QCG
120
Quadrant Capital Group
Ohio
$4.74K -$9.81K -773 -64%
AIM
121
Axiom Investment Management
New York
$3.81K +$4.42K +348 New
RIL
122
Rothschild Investment LLC
Illinois
$3.44K +$609 +48 +18%
Optiver Holding
123
Optiver Holding
Netherlands
$2.91K -$2.33K -184 -41%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$2.74K +$1.03K +81 +45%
US Bancorp
125
US Bancorp
Minnesota
$2.66K +$1.8K +142 +141%