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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 %
UCFA
126
United Capital Financial Advisors
Texas
$839K +$2.32K +164 +0.3%
DWT
127
Dorsey & Whitney Trust
South Dakota
$815K -$13.3K -943 -2%
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$806K +$806K +56,994 New
BA
129
Bridgewater Associates
Connecticut
$804K +$424K +29,975 +112%
SWM
130
Spire Wealth Management
Virginia
$792K +$782K +55,278 +7,942%
Invesco
131
Invesco
Georgia
$787K +$787K +55,610 New
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$779K -$22.9K -1,619 -3%
MYIA
133
Mount Yale Investment Advisors
Colorado
$773K +$44K +3,108 +6%
Two Sigma Investments
134
Two Sigma Investments
New York
$746K – – –
KCM
135
Kathmere Capital Management
Pennsylvania
$745K -$170K -11,988 -19%
BCM
136
Barometer Capital Management
Ontario, Canada
$740K +$435K +31,300 +143%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$735K -$106K -7,494 -13%
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$728K +$385K +27,228 +112%
GIM
139
Glenmede Investment Management
Pennsylvania
$719K +$719K +50,801 New
RC
140
RBF Capital
California
$708K – – –
NW
141
Naviter Wealth
Arkansas
$686K +$686K +48,503 New
OC
142
Oppenheimer & Co
New York
$679K +$679K +48,013 New
WA
143
Wealthstar Advisors
Texas
$676K +$37.6K +2,655 +6%
VT
144
Vise Technologies
New York
$652K +$652K +46,050 New
IWC
145
Integrated Wealth Concepts
Massachusetts
$652K +$151K +10,696 +30%
BEI
146
Benjamin Edwards Inc
Missouri
$634K +$75.5K +5,335 +14%
GCM
147
Gallacher Capital Management
Colorado
$630K +$368 +26 +0.1%
BP
148
Ballentine Partners
Massachusetts
$627K +$1.95K +138 +0.3%
EGM
149
Engineers Gate Manager
New York
$618K +$453K +31,992 +274%
NA
150
NewEdge Advisors
Louisiana
$617K +$407K +28,740 +194%
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6
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