NWG icon

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 %
LFG
326
Larson Financial Group
Missouri
$4.91K – – –
BFS
327
Bare Financial Services
Pennsylvania
$4.81K +$3.04K +215 +172%
UB
328
UMB Bank
Missouri
$4.68K -$12.3K -872 -72%
AEPWM
329
Atlantic Edge Private Wealth Management
Florida
$4.25K – – –
Nisa Investment Advisors
330
Nisa Investment Advisors
Missouri
$4.25K – – –
HWM
331
HighMark Wealth Management
Minnesota
$4.24K -$269 -19 -6%
BI
332
Binnacle Investments
Iowa
$4.2K +$14 +1 +0.3%
CFB
333
Cullen/Frost Bankers
Texas
$4.2K +$127 +9 +3%
FDCP
334
Foster Dykema Cabot & Partners
Massachusetts
$4.02K – – –
RAM
335
Riggs Asset Management
Pennsylvania
$3.99K +$3.99K +282 New
RS
336
Rakuten Securities
Japan
$3.54K +$3.54K +250 New
M
337
MOTCO
Texas
$3.5K +$3.5K +250 New
MSWA
338
Marshall & Sterling Wealth Advisors
New York
$3.14K +$1.66K +117 +111%
PWA
339
Provenance Wealth Advisors
Florida
$2.92K – – –
HFS
340
Hughes Financial Services
Virginia
$2.89K – – –
Federated Hermes
341
Federated Hermes
Pennsylvania
$2.77K +$637 +45 +30%
AT
342
Arlington Trust
Alabama
$2.43K +$2.43K +172 New
SIS
343
Sound Income Strategies
Florida
$2.41K – – –
AWM
344
Activest Wealth Management
Florida
$2.35K +$71 +5 +3%
PWAM
345
Private Wealth Asset Management
Iowa
$2.08K – – –
AAG
346
Armstrong Advisory Group
Massachusetts
$2.07K +$2.07K +146 New
APW
347
Atlantic Private Wealth
North Carolina
$1.83K +$1.83K +129 New
AA
348
Ancora Advisors
Ohio
$1.66K +$1.66K +117 New
PWA
349
Physician Wealth Advisors
Utah
$1.43K – – –
BHWM
350
Beaird Harris Wealth Management
Texas
$1.39K +$1.39K +98 New
12 13
14
15 16