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407 hedge funds and large institutions have $3.03B invested in NatWest in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.77M

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

12% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 138

0.36% more ownership

Funds ownership: 4.76%5.12% (+0.36%)

1% less funds holding

Funds holding: 411407 (-4)

9% less capital invested

Capital invested by funds: $3.34B → $3.03B (-$309M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
407
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
5.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
155
Reduced
138
Closed
45
Calls
$2.6M
Puts
$1.77M
Net Calls
+$827K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
426
Icon Wealth Advisors
Texas
-$350K -20,313 Closed
AC
427
AlphaCore Capital
California
-$329K -18,781 Closed
SWP
428
Stratos Wealth Partners
Ohio
-$295K -16,849 Closed
EWA
429
EP Wealth Advisors
California
-$261K -14,917 Closed
HH
430
Hilltop Holdings
Texas
-$232K -13,261 Closed
WFI
431
West Family Investments
California
-$227K -12,947 Closed
BTWM
432
Baker Tilly Wealth Management
Wisconsin
-$225K -12,862 Closed
LOWM
433
Laurel Oak Wealth Management
New Jersey
-$211K -12,039 Closed
AWM
434
Axxcess Wealth Management
California
-$208K -11,868 Closed
NRC
435
New Republic Capital
North Carolina
-$195K -11,170 Closed
IAS
436
Insigneo Advisory Services
Florida
-$190K -10,884 Closed
LW
437
Livet Wealth
Utah
-$190K -10,851 Closed
KP
438
Keel Point
Alabama
-$189K -10,815 Closed
SRL
439
Scientech Research LLC
New Jersey
-$183K -10,482 Closed
JIC
440
Johnson Investment Counsel
Ohio
-$182K -10,421 Closed
PFW
441
Petros Family Wealth
Minnesota
-$182K -10,374 Closed
AG
442
AlTi Global
New York
-$178K -10,186 Closed
CFG
443
Carter Financial Group
Illinois
-$178K -10,177 Closed
HPM
444
Hoxton Planning & Management
West Virginia
-$176K -10,066 Closed
PAM
445
Paradigm Asset Management
New York
-$57.8K -3,300 Closed
MSFP
446
Mark Sheptoff Financial Planning
Connecticut
-$14K -800 Closed
AWA
447
Acumen Wealth Advisors
Tennessee
-$10.5K -598 Closed
WWA
448
Wealth Watch Advisors
Colorado
-$6.79K -388 Closed
CA
449
Crewe Advisors
Utah
-$4.67K -267 Closed
RFA
450
Reyes Financial Architecture
California
-$4.3K -246 Closed