Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
7651 VISTA INVESTMENT MANAGEMENT 2024Q4 172 $248.56M
7652 VISTA INVESTMENT PARTNERS II LLC 2025Q1 125 $178.91M
7653 VISTA INVESTMENT PARTNERS LLC 2025Q1 153 $323.79M
7654 Vista Private Wealth Partners. LLC 2024Q4 229 $251.86M
7655 Vista Wealth Management Group LLC 2025Q1 257 $1.53B
7656 Visualize Group LP 2024Q4 12 $158.01M
7657 Vitol Holding B.V. 2024Q4 2 $13.16M
7658 Vitruvian Partners LLP 2024Q4 6 $116.18M
7659 Vivaldi Asset Management LLC 2024Q4 93 $1.31B
7660 Vivaldi Capital Management LLC 2024Q4 285 $641.5M
7661 Vivid Wealth Management LLC 2025Q1 61 $199.78M
7662 Vivo Capital LLC 2024Q4 40 $892.62M
7663 VK Services LLC 2024Q4 2 $848.72M
7664 VOISARD ASSET MANAGEMENT GROUP INC. 2024Q4 76 $241.39M
7665 Voleon Capital Management LP 2024Q4 324 $1.34B
7666 VOLORIDGE INVESTMENT MANAGEMENT LLC 2024Q4 1149 $28.14B
7667 Von Berge Wealth Management Group LLC 2024Q4 63 $163.83M
7668 von Borstel & Associates Inc. 2024Q4 38 $255.42M
7669 Vontobel Holding Ltd. 2024Q4 1071 $29.2B
7670 VORPAL LLC 2024Q4 1 $23.94M
7671 Voss Capital LLC 2024Q4 45 $1.35B
7672 Voya Financial Advisors Inc. 2024Q4 209 $885.3M
7673 Voya Investment Management LLC 2024Q4 2604 $83.94B
7674 Voyager Global Management LP 2024Q4 14 $2.5B
7675 VPR Management LLC 2024Q4 55 $191.9M
7676 VR Adviser LLC 2024Q4 37 $1.46B
7677 VR Advisory Services Ltd 2024Q4 19 $392.09M
7678 VSM Wealth Advisory LLC 2024Q4 470 $279.9M
7679 Vulcan Value Partners LLC 2024Q4 49 $5.98B
7680 W ADVISORS LLC 2024Q4 112 $159.49M
7681 W.E. Donoghue & Co. LLC 2024Q4 99 $298.99M
7682 W.G. Shaheen & Associates DBA Whitney & Co 2024Q4 127 $889.12M
7683 W.H. Cornerstone Investments Inc. 2024Q4 111 $133.21M
7684 WADDELL & ASSOCIATES LLC 2024Q4 153 $972.65M
7685 Wade Financial Advisory Inc 2024Q4 79 $294.55M
7686 WAFRA INC. 2024Q4 2 $185.97M
7687 WAGNER BOWMAN MANAGEMENT CORP 2024Q4 310 $1.02B
7688 Wagner Wealth Management LLC 2025Q1 235 $400.68M
7689 Wahed Invest LLC 2024Q4 223 $601.71M
7690 Wakefield Asset Management LLLP 2024Q4 141 $293.54M
7691 Waldron Private Wealth LLC 2024Q4 413 $2.41B
7692 Walgreens Boots Alliance Inc. 2024Q4 2 $4.88B
7693 Walker Asset Management LLC 2025Q1 135 $163.53M
7694 Walker Financial Services Inc. 2024Q4 31 $141.69M
7695 Walkner Condon Financial Advisors LLC 2025Q1 250 $461.37M
7696 Wall Street Access Asset Management LLC 2024Q4 113 $264.93M
7697 Wall Street Financial Group Inc. 2025Q1 39 $94.45M
7698 Wallace Advisory Group LLC 2025Q1 182 $139.08M
7699 Wallace Capital Management Inc. 2024Q4 81 $731.83M
7700 Wallace Hart LLC 2024Q4 23 $125.35M
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