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
8001 WRIGHT INVESTORS SERVICE INC 2025Q1 141 $302.53M
8002 WS MANAGEMENT LLLP 2024Q4 29 $585.21M
8003 WT Asset Management Ltd 2024Q4 39 $898.57M
8004 WT Wealth Management 2024Q4 132 $303.9M
8005 WULFF HANSEN & CO. 2024Q4 94 $103.37M
8006 Wynn Capital LLC 2025Q1 105 $166.95M
8007 WYNNCHURCH CAPITAL PARTNERS IV L.P. 2024Q4 1 $104.29M
8008 WYNNEFIELD CAPITAL INC 2024Q4 16 $219.43M
8009 X-Square Capital LLC 2024Q4 161 $242.47M
8010 Xcel Wealth Management LLC 2024Q4 125 $358.24M
8011 Xiamen Xinweidachuang Investment Partnership (Limited Partnership) 2024Q4 1 $173.38M
8012 XML Financial LLC 2025Q1 353 $1.03B
8013 XN LP 2024Q4 23 $2.29B
8014 XPONANCE INC. 2024Q4 1442 $10.96B
8015 XR Securities LLC 2025Q1 0 $0
8016 XTX Topco Ltd 2024Q4 2196 $1.19B
8017 XXEC Inc. 2025Q1 21 $115.41M
8018 XY Capital Ltd 2024Q4 84 $89.72M
8019 XY Planning Network Inc. 2025Q1 93 $136.31M
8020 Y-Intercept (Hong Kong) Ltd 2024Q4 1124 $1.5B
8021 Y.D. More Investments Ltd 2024Q4 448 $1.1B
8022 YACKTMAN ASSET MANAGEMENT LP 2024Q4 71 $8.55B
8023 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2024Q4 19 $30.21M
8024 Yakira Capital Management, Inc. 2024Q4 112 $204.92M
8025 YALE UNIVERSITY 2024Q4 3 $815.31K
8026 YANKCOM Partnership 2024Q4 259 $183.65M
8027 Yarbrough Capital LLC 2025Q1 195 $2.33B
8028 Yardley Wealth Management LLC 2025Q1 38 $155.34M
8029 YARGER WEALTH STRATEGIES LLC 2025Q1 94 $156.58M
8030 Yarra Square Partners LP 2024Q4 0 $0
8031 Yaupon Capital Management LP 2024Q4 88 $1.58B
8032 YCG LLC 2024Q4 38 $1.26B
8033 Yelin Lapidot Holdings Management Ltd. 2024Q4 99 $574.27M
8034 Yeomans Consulting Group Inc. 2024Q4 93 $259M
8035 YHB Investment Advisors Inc. 2025Q1 282 $1.19B
8036 Yiheng Capital Management L.P. 2024Q4 19 $451.88M
8037 Yoder Wealth Management Inc. 2025Q1 100 $163M
8038 Yoffe Investment Management LLC 2025Q1 109 $66.38M
8039 Yong Rong (HK) Asset Management Ltd 2024Q4 16 $228.63M
8040 York Capital Management Global Advisors LLC 2024Q4 2 $36.23M
8041 York GP Ltd. 2025Q1 2 $123.17M
8042 Yorktown Energy Partners IX, L.P. 2024Q4 2 $51.28M
8043 Yorktown Energy Partners VIII L.P. 2024Q4 2 $79.28M
8044 Yorktown Energy Partners X, L.P. 2024Q4 3 $52.32M
8045 Yorktown Energy Partners XI, L.P. 2024Q4 3 $117.22M
8046 Yorktown Management & Research Co Inc 2025Q1 206 $92.01M
8047 Yost Capital Management LP 2024Q4 15 $89.98M
8048 Your Advocates Ltd. LLP 2024Q4 209 $251.63M
8049 YOUSIF CAPITAL MANAGEMENT LLC 2025Q1 1784 $8.3B
8050 Yu Fan 2024Q4 7 $53.24M
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