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326 hedge funds and large institutions have $1.88B invested in NatWest in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 155 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

109% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 74

64% more capital invested

Capital invested by funds: $1.15B → $1.88B (+$736M)

32% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $2.1M

11% more funds holding

Funds holding: 294326 (+32)

0.39% more ownership

Funds ownership: 1.57%1.96% (+0.39%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
326
Holders Change
+32
Holders Change %
+10.88%
% of All Funds
4.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
60
Increased
155
Reduced
74
Closed
21
Calls
$2.77M
Puts
$2.1M
Net Calls
+$666K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$178K -$1.95K -174 -1%
NA
202
NewEdge Advisors
Louisiana
$177K +$165K +14,734 +14,445%
CA
203
Claro Advisors
Massachusetts
$177K -$12.2K -1,090 -7%
PS
204
Principal Securities
Iowa
$174K
FAFN
205
First Affirmative Financial Network
Colorado
$172K +$22.6K +2,020 +16%
PWG
206
Portside Wealth Group
Utah
$170K +$160K +14,301 New
WA
207
Waverly Advisors
Alabama
$168K +$14.1K +1,256 +10%
LC
208
Lindbrook Capital
California
$162K +$2.39K +213 +2%
GI
209
GAMMA Investing
California
$158K +$19.7K +1,761 +15%
AWM
210
Aprio Wealth Management
Georgia
$158K +$148K +13,232 New
PWM
211
Perigon Wealth Management
California
$157K +$12.4K +1,108 +9%
SIA
212
Schechter Investment Advisors
Michigan
$154K -$4.01K -358 -3%
State Street
213
State Street
Massachusetts
$153K
HR
214
Hardy Reed
Mississippi
$152K +$143K +12,731 New
AP
215
Adero Partners
California
$152K +$11K +985 +8%
FOA
216
Five Oceans Advisors
California
$151K
GWM
217
Geneos Wealth Management
Colorado
$151K +$13.4K +1,195 +35%
SC
218
Shay Capital
New York
$151K +$142K +12,635 New
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$150K +$141K +12,558 New
PA
220
Parallel Advisors
California
$150K +$7.75K +691 +6%
CCA
221
Checchi Capital Advisers
California
$150K +$9.34K +833 +7%
OL
222
Optas LLC
Texas
$149K +$6.8K +607 +5%
PWPS
223
Pinnacle Wealth Planning Services
Ohio
$148K +$15.8K +1,411 +13%
KWM
224
Kingsview Wealth Management
Oregon
$142K +$6.12K +546 +5%
GT
225
Greenleaf Trust
Michigan
$142K

NWG Hedge Fund Activity: Q1 2025 in Review

326 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NatWest (NWG) for Q1 2025, worth a combined $1.88B — up 64% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NWG positions and 21 closed out — a net gain of 39 holders — while 155 added to existing stakes and 74 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $372M. The largest seller was L1 Capital, exiting entirely with an estimated $89M sold.

  • 326 institutional investors held NatWest (NWG) as of Q1 2025, up from 294 in Q4 2024.
  • Funds reported $1.88B of NatWest stock for Q1 2025, up 64% quarter-over-quarter.
  • 60 funds opened new NatWest positions in Q1 2025 and 21 closed out, a net change of +39 holders.
  • The largest NatWest buyer in Q1 2025 was Fisher Asset Management, an estimated $372M added.
  • The largest NatWest seller in Q1 2025 was L1 Capital, an estimated $89M sold.

Based on aggregated 13F filings for Q1 2025.