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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 %
GM
201
GeoWealth Management
Illinois
$317K -$1.13K -80 -0.4%
HFS
202
Hantz Financial Services
Michigan
$315K +$299K +21,097 +1,833%
HR
203
Hardy Reed
Mississippi
$308K +$128K +9,025 +71%
PFS
204
Prospera Financial Services
Texas
$308K +$308K +21,745 New
GRP
205
Global Retirement Partners
California
$298K +$298K +21,085 New
ONB
206
Old National Bancorp
Indiana
$295K -$12K -847 -4%
AG
207
Ascent Group
Virginia
$291K +$9.93K +702 +4%
IWA
208
Icon Wealth Advisors
Texas
$290K +$153K +10,805 +111%
HIP
209
HUB Investment Partners
Texas
$286K +$21.7K +1,535 +8%
CAM
210
Cresset Asset Management
Illinois
$280K +$25.2K +1,781 +10%
GWMR
211
GC Wealth Management RIA
Massachusetts
$278K +$14K +988 +5%
SRL
212
Scientech Research LLC
New Jersey
$276K +$276K +19,478 New
HWM
213
HB Wealth Management
Georgia
$275K -$69.5K -4,911 -20%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$275K +$275K +19,582 New
PS
215
Principal Securities
Iowa
$258K +$14.9K +1,055 +6%
AWM
216
Aprio Wealth Management
Georgia
$255K +$68.2K +4,820 +36%
BBW
217
Blue Barn Wealth
Utah
$254K +$254K +17,934 New
CL
218
CSS LLC
Illinois
$248K +$248K +17,540 New
TC
219
TownSquare Capital
Utah
$243K -$1.28M -90,231 -84%
HNB
220
Hilltop National Bank
Wyoming
$242K +$242K +17,082 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$238K +$183K +12,960 +337%
IWM
222
IHT Wealth Management
Illinois
$237K +$237K +16,767 New
GI
223
GAMMA Investing
California
$236K +$48.2K +3,408 +26%
P
224
Pitcairn
Pennsylvania
$227K -$37.5K -2,650 -14%
BWP
225
Baldwin Wealth Partners
Massachusetts
$220K -$116K -8,170 -34%
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