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NatWest
NWG

Overview Fund Activity

363 hedge funds and large institutions have $2.58B invested in NatWest in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 187 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+40
Holders Change %
+12.38%
% of All Funds
4.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
187
Reduced
71
Closed
17
Calls
$6.37M
Puts
$5.77M
Net Calls
+$604K
Net Calls Change
-$62K

Top Buyers

1
LC
L1 Capital
Australia
$72.9M
2
Fisher Asset Management
Fisher Asset Management
Washington
$531M
3
ClearBridge Investments
ClearBridge Investments
New York
$106M
4
Morgan Stanley
Morgan Stanley
New York
$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.9M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$74.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.5M
3
Millennium Management
Millennium Management
New York
$31.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.6M
5
QOP
Quinn Opportunity Partners
Virginia
$5.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$219K -$14.7K -1,038 -6%
MOS
227
MGO One Seven
Ohio
$216K +$216K +15,247 New
WA
228
Waverly Advisors
Alabama
$213K +$14.1K +996 +7%
GWM
229
Gibbs Wealth Management
Georgia
$212K +$212K +14,973 New
CGL
230
Clarius Group LLC
Washington
$211K -$16.1K -1,141 -7%
PWM
231
Perigon Wealth Management
California
$210K +$23.8K +1,682 +13%
FB
232
Fulton Bank
Pennsylvania
$206K -$20.6K -1,459 -9%
PWPS
233
Pinnacle Wealth Planning Services
Ohio
$197K +$20.4K +1,443 +12%
SCM
234
Sterling Capital Management
North Carolina
$196K -$84.2K -5,949 -30%
SC
235
Shay Capital
New York
$193K +$14.2K +1,000 +8%
AWM
236
Axxcess Wealth Management
California
$192K +$192K +13,595 New
Group One Trading
237
Group One Trading
Illinois
$188K +$188K +13,277 New
PP
238
PDS Planning
Ohio
$185K +$28.5K +2,013 +18%
SMF
239
Scott Marsh Financial
Utah
$183K +$183K +12,922 New
FAIM
240
Financial Advocates Investment Management
Washington
$181K +$181K +12,822 New
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$181K +$181K +12,780 New
FOA
242
Five Oceans Advisors
California
$179K – – –
OL
243
Optas LLC
Texas
$179K +$1.59K +112 +0.9%
State Street
244
State Street
Massachusetts
$176K – – –
KWM
245
Kingsview Wealth Management
Oregon
$175K +$6.88K +486 +4%
SC
246
Syon Capital
California
$175K +$175K +12,342 New
EWA
247
EverSource Wealth Advisors
Alabama
$174K +$93K +6,575 +115%
SI
248
Stephens Inc
Arkansas
$173K +$173K +12,225 New
VFA
249
Valeo Financial Advisors
Indiana
$172K +$11.5K +812 +7%
GT
250
Greenleaf Trust
Michigan
$170K +$2.29K +162 +1%
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