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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 %
BWM
151
Baron Wealth Management
Michigan
$612K +$103K +7,303 +20%
PAG
152
Private Advisor Group
New Jersey
$609K +$12.1K +855 +2%
DOA
153
D'Orazio & Associates
Virginia
$609K +$3.58K +253 +0.6%
OIA
154
OneDigital Investment Advisors
Kansas
$603K +$255K +18,054 +73%
GFG
155
Goldstone Financial Group
Illinois
$595K +$22.6K +1,683 +4%
Osaic Holdings
156
Osaic Holdings
Arizona
$594K -$757K -55,840 -56%
DC
157
Davenport & Co
Virginia
$586K -$7.22K -510 -1%
SC
158
Savant Capital
Illinois
$581K +$42.8K +3,022 +8%
YCM
159
Yousif Capital Management
Michigan
$581K +$54.1K +3,825 +10%
FFM
160
Forum Financial Management
Illinois
$576K – – –
SCP
161
Sivia Capital Partners
California
$563K +$289K +20,412 +105%
EI
162
Ellevest Inc
New York
$563K -$27.7K -1,958 -5%
AWA
163
Aaron Wealth Advisors
Illinois
$540K +$31.5K +2,226 +6%
BFG
164
Bleakley Financial Group
New Jersey
$528K +$68.9K +4,867 +15%
LA
165
LVW Advisors
New York
$520K -$29K -2,047 -5%
CCM
166
Coldstream Capital Management
Washington
$520K +$183K +12,915 +54%
BIG
167
Brooklyn Investment Group
New York
$496K +$364K +25,782 +278%
SFA
168
Sequoia Financial Advisors
Ohio
$484K +$37.2K +2,631 +8%
WA
169
Wealth Alliance
New York
$470K +$185K +13,046 +65%
CL
170
Choreo LLC
Illinois
$469K +$26.2K +1,853 +6%
IC
171
IEQ Capital
California
$465K +$82.2K +5,811 +21%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$462K +$198K +14,065 +75%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$460K +$282K +19,974 +159%
M&T Bank
174
M&T Bank
New York
$459K +$2.49K +176 +0.5%
PWG
175
Portside Wealth Group
Utah
$455K +$253K +17,876 +125%
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