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NewtekOne
NEWT

Overview Fund Activity

126 hedge funds and large institutions have $127M invested in NewtekOne in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
48
Reduced
35
Closed
15
Calls
$631K
Puts
$453K
Net Calls
+$178K
Net Calls Change
-$128K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$2.1M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.88M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.52M
4
LSV Asset Management
LSV Asset Management
Illinois
+$927K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$900K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.85M
2
Goldman Sachs
Goldman Sachs
New York
-$1.24M
3
Raymond James Financial
Raymond James Financial
Florida
-$600K
4
BFM
Boothbay Fund Management
New York
-$470K
5
American Century Companies
American Century Companies
Missouri
-$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$25.4M +$404K +33,784 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.9M +$327K +27,319 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$7.37M +$373K +31,151 +5%
RA
4
Royce & Associates
New York
$6.22M +$868K +72,574 +16%
State Street
5
State Street
Massachusetts
$6.05M +$236K +19,707 +4%
Marshall Wace
6
Marshall Wace
United Kingdom
$5.22M +$2.1M +175,477 +67%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.23M -$110K -9,211 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2.55M +$883K +73,795 +53%
Northern Trust
9
Northern Trust
Illinois
$2.48M -$28.5K -2,381 -1%
Goldman Sachs
10
Goldman Sachs
New York
$2.47M -$1.24M -103,420 -33%
Morgan Stanley
11
Morgan Stanley
New York
$2.21M -$43.3K -3,617 -2%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$2.17M +$900K +75,273 +71%
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.01M +$1.52M +126,865 +306%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.9M +$516K +43,161 +37%
SBH
15
Segall Bryant & Hamill
Illinois
$1.88M +$1.88M +156,973 New
AA
16
Ancora Advisors
Ohio
$1.7M +$6.2K +518 +0.4%
BC
17
Barrett & Company
Rhode Island
$1.64M -$147K -12,250 -8%
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$1.56M +$260K +21,725 +20%
BA
19
Bard Associates
Illinois
$1.53M – – –
Two Sigma Investments
20
Two Sigma Investments
New York
$1.49M +$407K +34,040 +38%
Bank of America
21
Bank of America
North Carolina
$1.35M +$501K +41,926 +59%
Citadel Advisors
22
Citadel Advisors
Florida
$1.26M +$881K +73,623 +234%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.2M +$927K +77,528 +337%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$1.18M -$1.85M -154,951 -61%
TI
25
Trexquant Investment
Connecticut
$1.13M +$243K +20,350 +28%
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