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
7951 WELCH CAPITAL PARTNERS LLC 2025Q1 23 $420.19M
7952 Welch Group LLC 2025Q1 266 $2.27B
7953 Well Done LLC 2025Q1 173 $545.89M
7954 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2025Q1 20 $8B
7955 Wellesley Asset Management 2025Q1 0 $0
7956 Wellington Management Group LLP 2025Q1 1804 $518.86B
7957 Wellington Shields & Co. LLC 2025Q1 304 $319.49M
7958 Wellington Shields Capital Management LLC 2025Q1 313 $551.39M
7959 Wellington Wealth Strategies LLC. 2024Q4 65 $105.5M
7960 WELLS FARGO & COMPANY 2025Q1 6203 $407.17B
7961 Wells Financial Advisors INC 2025Q1 74 $72.28M
7962 Wells Trecaso Financial Group LLC 2025Q1 91 $298.32M
7963 Wellspring Financial Advisors LLC 2025Q1 137 $866.38M
7964 Wendel SE 2025Q1 1 $328.73M
7965 WENDELL DAVID ASSOCIATES INC 2025Q1 151 $1B
7966 Werba Rubin Papier Wealth Management 2025Q1 188 $447.96M
7967 Werlinich Asset Management LLC 2025Q1 59 $157.47M
7968 Wernau Asset Management Inc. 2025Q1 44 $96.11M
7969 WESBANCO BANK INC 2025Q1 613 $2.88B
7970 WESCAP Management Group Inc. 2025Q1 94 $381.54M
7971 Wescott Financial Advisory Group LLC 2025Q1 161 $911.56M
7972 Wesleyan Assurance Society 2025Q1 106 $1.35B
7973 WESPAC Advisors LLC 2025Q1 142 $111.56M
7974 WESPAC Advisors SoCal LLC 2025Q1 100 $357.97M
7975 WEST BANCORPORATION INC 2025Q1 93 $147.21M
7976 West Branch Capital LLC 2025Q1 520 $299.36M
7977 West Coast Financial LLC 2025Q1 162 $876.01M
7978 West Family Investments Inc. 2025Q1 271 $253.16M
7979 West Financial Advisors LLC 2025Q1 199 $462.73M
7980 WEST MICHIGAN ADVISORS LLC 2025Q1 212 $301.58M
7981 West Oak Capital LLC 2025Q1 304 $2.59M
7982 WEST PACES ADVISORS INC. 2025Q1 563 $439.01M
7983 West Tower Group LLC 2025Q1 60 $38.05M
7984 West Wealth Group LLC 2025Q1 87 $322.88M
7985 Westbourne Investment Advisors Inc. 2025Q1 83 $281.49M
7986 WESTBOURNE INVESTMENTS INC. 2025Q1 133 $164.78M
7987 WestBridge Capital Management LLC 2025Q1 1 $182.33M
7988 Westchester Capital Management Inc. 2025Q1 39 $402.21M
7989 Westchester Capital Management, LLC 2025Q1 108 $1.64B
7990 WestEnd Advisors LLC 2025Q1 361 $3.77B
7991 Westend Capital Management LLC 2025Q1 232 $263.04M
7992 WESTERLY CAPITAL MANAGEMENT LLC 2025Q1 37 $208.8M
7993 Western Asset Management Company LLC 2025Q1 5 $11.91M
7994 Western Financial Corp 2025Q1 114 $163.08M
7995 Western Pacific Wealth Management LP 2025Q1 199 $110.6M
7996 Western Standard LLC 2025Q1 29 $170.06M
7997 Western Wealth Management LLC 2025Q1 676 $1.51B
7998 WESTFIELD CAPITAL MANAGEMENT CO LP 2025Q1 244 $20.55B
7999 Westfuller Advisors LLC 2025Q1 84 $134.11M
8000 Westhampton Capital LLC 2025Q1 114 $183.29M
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