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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 %
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$169K -$42.8K -3,025 -20%
DAS
252
Diversify Advisory Services
Utah
$167K +$167K +11,353 New
IAS
253
Insigneo Advisory Services
Florida
$166K +$166K +11,718 New
WS
254
Wedbush Securities
California
$165K +$165K +11,639 New
SRC
255
Sage Rhino Capital
California
$162K +$1.12K +79 +0.7%
PA
256
Parallel Advisors
California
$161K -$16.8K -1,186 -9%
ERIC
257
Eagle Rock Investment Company
Georgia
$158K +$158K +11,132 New
HH
258
Hilltop Holdings
Texas
$156K +$156K +11,045 New
CH
259
Cromwell Holdings
Wyoming
$155K – – –
AWM
260
Apollon Wealth Management
South Carolina
$154K +$7.27K +514 +5%
OFS
261
OneAscent Financial Services
Alabama
$149K +$149K +10,692 New
CCA
262
Checchi Capital Advisers
California
$148K -$29.2K -2,063 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
263
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$147K – – –
JIC
264
Johnson Investment Counsel
Ohio
$146K – – –
CIA
265
Concurrent Investment Advisors
Florida
$142K +$142K +10,056 New
PCM
266
Penserra Capital Management
California
$136K +$136K +9,630 New
HNB
267
Huntington National Bank
Ohio
$113K +$25.6K +1,808 +29%
AA
268
Addison Advisors
Vermont
$101K +$495 +35 +0.5%
BGAI
269
Bruce G. Allen Investments
Colorado
$95.1K +$1.98K +140 +2%
AAP
270
Arax Advisory Partners
Colorado
$85.2K +$77.4K +2,878 +1,003%
AC
271
AlphaCore Capital
California
$73.2K +$73.2K +5,175 New
HI
272
Horizon Investments
North Carolina
$65K +$40.5K +2,917 +166%
GWM
273
Geneos Wealth Management
Colorado
$64.4K -$594 -42 -0.9%
WT
274
Whittier Trust
California
$63.9K +$5.84K +413 +10%
MCM
275
MAI Capital Management
Ohio
$62.3K +$50.1K +3,541 +411%
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