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NatWest
NWG

Overview Fund Activity

323 hedge funds and large institutions have $1.88B invested in NatWest in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
59
Increased
155
Reduced
72
Closed
20
Calls
$2.77M
Puts
$2.1M
Net Calls
+$666K
Net Calls Change
-$40K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$395M
2
ClearBridge Investments
ClearBridge Investments
New York
+$39.7M
3
Millennium Management
Millennium Management
New York
+$27.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.4M

Top Sellers

1
LC
L1 Capital
Australia
-$89M
2
QOP
Quinn Opportunity Partners
Virginia
-$13M
3
Marshall Wace
Marshall Wace
United Kingdom
-$8.6M
4
BIP
Brandes Investment Partners
California
-$7.89M
5
AA
ABC Arbitrage
France
-$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
301
Creative Financial Designs
Indiana
$3.03K +$3.03K +254 New
CFFP
302
Center for Financial Planning
Michigan
$2.86K – – –
HFS
303
Hughes Financial Services
Virginia
$2.46K +$2.46K +205 New
PWA
304
Provenance Wealth Advisors
Florida
$2.46K – – –
SIS
305
Sound Income Strategies
Florida
$2.03K – – –
RWS
306
Retirement Wealth Solutions
Wisconsin
$1.97K +$1.97K +165 New
AWM
307
Activest Wealth Management
Florida
$1.92K – – –
OC
308
Oakworth Capital
Alabama
$1.86K +$1.86K +156 New
Federated Hermes
309
Federated Hermes
Pennsylvania
$1.8K – – –
PWAM
310
Private Wealth Asset Management
Iowa
$1.75K +$1.75K +147 New
BFS
311
Bare Financial Services
Pennsylvania
$1.49K +$1.49K +125 New
MSWA
312
Marshall & Sterling Wealth Advisors
New York
$1.25K +$1.25K +105 New
PWA
313
Physician Wealth Advisors
Utah
$1.2K – – –
CA
314
Continuum Advisory
Idaho
$1.19K -$7.33K -615 -86%
IA
315
IFP Advisors
Florida
$1.11K -$4K -335 -78%
CI
316
CX Institutional
Indiana
$1K +$1K +69 New
BLC
317
Brown, Lisle/Cummings
Rhode Island
$954 +$954 +80 New
CWC
318
Carolinas Wealth Consulting
North Carolina
$907 -$12 -1 -1%
CA
319
CoreCap Advisors
Michigan
$656 – – –
NC
320
NewSquare Capital
Pennsylvania
$548 +$548 +46 New
MG
321
Mather Group
Illinois
$501 – – –
AWM
322
Abound Wealth Management
Tennessee
$358 -$310 -26 -46%
GWSG
323
GPS Wealth Strategies Group
Colorado
$203 +$203 +17 New
LC
324
L1 Capital
Australia
– -$89M -22,133,598 Closed
ACM
325
Aquatic Capital Management
Illinois
– -$1.73M -170,526 Closed
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