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NatWest
NWG

Overview Fund Activity

323 hedge funds and large institutions have $1.88B invested in NatWest in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
59
Increased
155
Reduced
72
Closed
20
Calls
$2.77M
Puts
$2.1M
Net Calls
+$666K
Net Calls Change
-$40K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$395M
2
ClearBridge Investments
ClearBridge Investments
New York
+$39.7M
3
Millennium Management
Millennium Management
New York
+$27.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.4M

Top Sellers

1
LC
L1 Capital
Australia
-$89M
2
QOP
Quinn Opportunity Partners
Virginia
-$13M
3
Marshall Wace
Marshall Wace
United Kingdom
-$8.6M
4
BIP
Brandes Investment Partners
California
-$7.89M
5
AA
ABC Arbitrage
France
-$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
201
NewEdge Advisors
Louisiana
$177K +$176K +14,734 +14,445%
CA
202
Claro Advisors
Massachusetts
$177K -$13K -1,090 -7%
PS
203
Principal Securities
Iowa
$174K – – –
FAFN
204
First Affirmative Financial Network
Colorado
$172K +$24.1K +2,020 +16%
PWG
205
Portside Wealth Group
Utah
$170K +$170K +14,301 New
WA
206
Waverly Advisors
Alabama
$168K +$15K +1,256 +10%
LC
207
Lindbrook Capital
California
$162K +$2.54K +213 +2%
GI
208
GAMMA Investing
California
$158K +$21K +1,761 +15%
AWM
209
Aprio Wealth Management
Georgia
$158K +$158K +13,232 New
PWM
210
Perigon Wealth Management
California
$157K +$13.2K +1,108 +9%
SIA
211
Schechter Investment Advisors
Michigan
$154K -$4.27K -358 -3%
State Street
212
State Street
Massachusetts
$153K – – –
HR
213
Hardy Reed
Mississippi
$152K +$152K +12,731 New
AP
214
Adero Partners
California
$152K +$11.7K +985 +8%
FOA
215
Five Oceans Advisors
California
$151K – – –
GWM
216
Geneos Wealth Management
Colorado
$151K +$39.3K +1,195 +35%
SC
217
Shay Capital
New York
$151K +$151K +12,635 New
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$150K +$150K +12,558 New
PA
219
Parallel Advisors
California
$150K +$8.24K +691 +6%
CCA
220
Checchi Capital Advisers
California
$150K +$9.93K +833 +7%
OL
221
Optas LLC
Texas
$149K +$7.24K +607 +5%
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$148K +$16.8K +1,411 +13%
KWM
223
Kingsview Wealth Management
Oregon
$142K +$6.51K +546 +5%
GT
224
Greenleaf Trust
Michigan
$142K – – –
EGM
225
Engineers Gate Manager
New York
$139K -$647K -54,263 -82%
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