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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
-4
Holders Change %
-3.17%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
57
Reduced
31
Closed
23
Calls
$603K
Puts
$138K
Net Calls
+$465K
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
-$208K -17,366 Closed
SCM
127
Semanteon Capital Management
Massachusetts
-$197K -16,438 Closed
TWM
128
Tradition Wealth Management
Minnesota
-$153K -12,758 Closed
CF
129
Corebridge Financial
Texas
-$145K -12,132 Closed
CC
130
Centiva Capital
New York
-$132K -11,055 Closed
XT
131
XTX Topco
Cayman Islands
-$126K -10,515 Closed
EWA
132
EP Wealth Advisors
California
-$123K -10,251 Closed
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
-$122K -10,214 Closed
SG Americas Securities
134
SG Americas Securities
New York
-$108K -9,042 Closed
California State Teachers Retirement System (CalSTRS)
135
California State Teachers Retirement System (CalSTRS)
California
-$21.6K -1,808 Closed
QCG
136
Quadrant Capital Group
Ohio
-$18.1K -1,511 Closed
PD
137
Point72 (DIFC)
United Arab Emirates
-$11.9K -995 Closed
PAS
138
Point72 Asia (Singapore)
Singapore
-$7.6K -635 Closed
KWM
139
Kiker Wealth Management
Georgia
-$5.77K -482 Closed
CCM
140
Coldstream Capital Management
Washington
-$1.94K -162 Closed
S
141
SignatureFD
Georgia
-$1.71K -143 Closed
PFBT
142
Parkside Financial Bank & Trust
Missouri
-$478 -40 Closed
SC
143
Stephens Consulting
Michigan
-$359 -30 Closed
CIAM
144
Caitong International Asset Management
Hong Kong
-$299 -25 Closed
PA
145
Parallel Advisors
California
-$155 -13 Closed