We are live on ! Find out more
NEWT icon

NewtekOne
NEWT

126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

39% more call options, than puts

Call options by funds: $631K | Put options by funds: $453K

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

6% more funds holding

Funds holding: 119 → 126 (+7)

4.29% more ownership

Funds ownership: 35.96% → 40.25% (+4.3%)

5% more capital invested

Capital invested by funds: $121M → $127M (+$5.57M)

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
48
Reduced
36
Closed
15
Calls
$631K
Puts
$453K
Net Calls
+$178K
Net Calls Change
-$128K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$2.22M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.98M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.6M
4
LSV Asset Management
LSV Asset Management
Illinois
+$980K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$951K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.96M
2
Goldman Sachs
Goldman Sachs
New York
-$1.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$634K
4
BFM
Boothbay Fund Management
New York
-$497K
5
American Century Companies
American Century Companies
Missouri
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Parallel Advisors
California
$155 +$164 +13 New
B
127
Bailard
California
– -$257K -20,100 Closed
CCM
128
Connective Capital Management
California
– -$250K -19,557 Closed
CIC
129
Cornercap Investment Counsel
Georgia
– -$241K -18,911 Closed
GCP
130
GSA Capital Partners
United Kingdom
– -$196K -15,373 Closed
HCA
131
Harbor Capital Advisors
Illinois
– -$84K -6,542 Closed
QT
132
Quantbot Technologies
New York
– -$54.7K -4,283 Closed
HNB
133
Huntington National Bank
Ohio
– -$15.3K -1,200 Closed
QL
134
Quarry LP
New York
– -$14.4K -1,130 Closed
VCM
135
Versant Capital Management
Arizona
– -$3.86K -302 Closed
CAL
136
Capital Advisors Ltd
Ohio
– -$2K -179 Closed
BIG
137
Brooklyn Investment Group
New York
– -$856 -67 Closed
US Bancorp
138
US Bancorp
Minnesota
– -$805 -63 Closed
AAP
139
Arax Advisory Partners
Colorado
– -$613 -48 Closed
HCP
140
Hexagon Capital Partners
Arkansas
– -$255 -20 Closed
EWA
141
EverSource Wealth Advisors
Alabama
– -$13 -1 Closed
2 3 4 5
6

NEWT Hedge Fund Activity: Q1 2025 in Review

126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NewtekOne (NEWT) for Q1 2025, worth a combined $127M — up 4.6% from $121M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NEWT positions and 15 closed out — a net gain of 9 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Marshall Wace, adding an estimated $2.22M. The largest seller was Wellington Management Group, cutting an estimated $1.96M.

  • 126 institutional investors held NewtekOne (NEWT) as of Q1 2025, up from 119 in Q4 2024.
  • Funds reported $127M of NewtekOne stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 24 funds opened new NewtekOne positions in Q1 2025 and 15 closed out, a net change of +9 holders.
  • The largest NewtekOne buyer in Q1 2025 was Marshall Wace, an estimated $2.22M added.
  • The largest NewtekOne seller in Q1 2025 was Wellington Management Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2025.