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NewtekOne
NEWT

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: 133 → 146 (+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: 1 → 1 (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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.17M
2
Franklin Resources
Franklin Resources
California
+$3.22M
3
Goldman Sachs
Goldman Sachs
New York
+$1.45M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.39M
5
Morgan Stanley
Morgan Stanley
New York
+$1.22M

Top Sellers

1
NRCM
North Reef Capital Management
California
-$2.39M
2
Prudential Financial
Prudential Financial
New Jersey
-$1.52M
3
UBS Group
UBS Group
Switzerland
-$1.38M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.25M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$2.53K +$1.09K +86 +59%
W
127
WealthCollab
Washington
$2.22K – – –
UBS AM
128
UBS AM
Illinois
$2.07K +$1.76K +139 +278%
PA
129
Parallel Advisors
California
$1.8K +$2.08K +164 New
SIM
130
Synergy Investment Management
Florida
$1.26K +$1.46K +115 New
MCM
131
MAI Capital Management
Ohio
$1.19K +$1.14K +90 +474%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$1K -$20.2K -1,594 -94%
C
133
Covestor
United Kingdom
$1K -$749 -59 -38%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$865 – – –
CPG
135
Cornerstone Planning Group
New Jersey
$648 – – –
RFP
136
Root Financial Partners
California
$515 +$596 +47 New
BWA
137
Basecamp Wealth Advisors
Washington
$504 +$584 +46 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$493 – – –
TWD
139
True Wealth Design
Ohio
$471 +$25 +2 +5%
FRA
140
Front Row Advisors
California
$357 – – –
TWM
141
TopTier Wealth Management
Wisconsin
$307 +$355 +28 New
CIAM
142
Caitong International Asset Management
Hong Kong
$296 +$343 +27 New
TFA
143
Transamerica Financial Advisors
Florida
$233 – – –
TPCW
144
TD Private Client Wealth
New York
$142 – – –
SIC
145
SJS Investment Consulting
Ohio
$132 +$13 +1 +9%
TM
146
Torren Management
California
$25 – – –
Prudential Financial
147
Prudential Financial
New Jersey
– -$1.52M -134,095 Closed
Citadel Advisors
148
Citadel Advisors
Florida
– -$842K -66,379 Closed
Two Sigma Advisers
149
Two Sigma Advisers
New York
– -$480K -42,300 Closed
Point72 Asset Management
150
Point72 Asset Management
Connecticut
– -$467K -41,142 Closed
3 4 5
6
7

NEWT Hedge Fund Activity: Q1 2026 in Review

146 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2026, worth a combined $167M — up 2.3% from $164M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NEWT positions and 17 closed out — a net gain of 14 holders — while 54 added to existing stakes and 38 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $7.17M. The largest seller was North Reef Capital Management, cutting an estimated $2.39M.

  • 146 institutional investors held NewtekOne (NEWT) as of Q1 2026, up from 133 in Q4 2025.
  • Funds reported $167M of NewtekOne stock for Q1 2026, up 2.3% quarter-over-quarter.
  • 31 funds opened new NewtekOne positions in Q1 2026 and 17 closed out, a net change of +14 holders.
  • The largest NewtekOne buyer in Q1 2026 was T. Rowe Price Associates, an estimated $7.17M added.
  • The largest NewtekOne seller in Q1 2026 was North Reef Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2026.