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Newmark Group

307 hedge funds and large institutions have $1.7B invested in Newmark Group in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

24% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 91

2% more funds holding

Funds holding: 300307 (+7)

4.51% less ownership

Funds ownership: 73.83%69.32% (-4.5%)

17% less capital invested

Capital invested by funds: $2.04B → $1.7B (-$342M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

91% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.71M

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
51
Increased
113
Reduced
91
Closed
39
Calls
$238K
Puts
$2.71M
Net Calls
-$2.47M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
VPM
1
Vanguard Portfolio Management
Pennsylvania
$207M +$218M +13,836,885 New
BlackRock
2
BlackRock
New York
$183M +$2.25M +142,417 +1%
VCM
3
Vanguard Capital Management
Pennsylvania
$94.2M +$99.1M +6,285,138 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80.1M +$3.59M +227,649 +4%
ECP
5
Empyrean Capital Partners
California
$65.4M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$64.2M +$2.84M +180,159 +4%
State Street
7
State Street
Massachusetts
$58.1M +$1.94M +123,277 +3%
WHG
8
Westwood Holdings Group
Texas
$50.9M +$2.84M +180,211 +6%
N
9
Nuveen
North Carolina
$36M +$796K +50,497 +2%
Principal Financial Group
10
Principal Financial Group
Iowa
$33.6M -$1.4M -88,973 -4%
NAMI
11
Nomura Asset Management International
Pennsylvania
$33.1M -$5.18M -328,329 -13%
Ameriprise
12
Ameriprise
Minnesota
$32.2M -$126K -7,961 -0.4%
Charles Schwab
13
Charles Schwab
California
$28.9M +$819K +51,933 +3%
Morgan Stanley
14
Morgan Stanley
New York
$26.3M -$3.69M -233,982 -12%
LI
15
Leeward Investments
Massachusetts
$26.2M -$511K -32,432 -2%
SFM
16
Systematic Financial Management
New Jersey
$25.4M +$1.91M +121,011 +8%
Invesco
17
Invesco
Georgia
$23.6M -$293K -18,600 -1%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$22M -$6.3M -399,278 -21%
Northern Trust
19
Northern Trust
Illinois
$22M +$1.2M +76,205 +5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$19.7M -$3.79M -240,163 -15%
JP Morgan Chase
21
JP Morgan Chase
New York
$17.7M -$5.98M -379,224 -24%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.6M +$2.94M +186,236 +19%
PCM
23
Penn Capital Management
Pennsylvania
$17.3M +$1.26M +80,206 +7%
Raymond James Financial
24
Raymond James Financial
Florida
$17M -$4.96M -314,816 -22%
AG
25
Algert Global
California
$15.7M +$7.78M +493,083 +89%