Instititional Investors (Hedge Funds) Quarterly Holdings Reports
- Institutional investors with $100 million or more in assets are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter
- Portfolio holdings include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
SEC filing services are close in the weekend and during SEC holidays.
Hedge Fund Quarterly Reports
2025-07-29 16:00 EST - 2025-07-30 16:00 EST
| # | Reported DateTime | Filer Name | New Filer | Reported Quarter | Holding Count | AUM |
| 1 | 2025-07-29 17:28:49 | Financial Advisors LLC | No | 2025Q2 | 78 | $536.91M |
| 2 | 2025-07-29 17:26:00 | Salus Financial Advisors LLC | No | 2025Q2 | 30 | $126.53M |
| 3 | 2025-07-29 17:24:10 | Mountain Capital Investment Advisors Inc. | No | 2025Q2 | 73 | $520.36M |
| 4 | 2025-07-29 17:22:24 | Madison Wealth Partners Inc | No | 2025Q2 | 168 | $448.94M |
| 5 | 2025-07-29 17:21:35 | Altus Wealth Group LLC | No | 2025Q2 | 136 | $224.56M |
| 6 | 2025-07-29 17:19:56 | LMG Wealth Partners LLC | No | 2025Q2 | 138 | $482.29M |
| 7 | 2025-07-29 17:18:10 | LIBERTY SQUARE WEALTH PARTNERS LLC | No | 2025Q2 | 140 | $286.72M |
| 8 | 2025-07-29 17:15:00 | Balboa Wealth Partners | No | 2025Q2 | 328 | $494.18M |
| 9 | 2025-07-29 17:13:45 | LB Partners LLC | No | 2025Q2 | 23 | $156.64M |
| 10 | 2025-07-29 17:09:53 | BIRMINGHAM CAPITAL MANAGEMENT CO INC | No | 2025Q2 | 99 | $226.20M |
| 11 | 2025-07-29 17:04:56 | Eos Management L.P. | No | 2025Q2 | 37 | $229.30M |
| 12 | 2025-07-29 17:02:15 | West Tower Group LLC | No | 2025Q2 | 73 | $46.11M |
| 13 | 2025-07-29 17:00:53 | Alaska Permanent Capital Management LLC | No | 2025Q2 | 35 | $1.21B |
| 14 | 2025-07-29 17:00:22 | STEPHENS INC | No | 2025Q2 | 1,204 | $7.06B |
| 15 | 2025-07-29 16:57:27 | Alaska Wealth Advisors | No | 2025Q2 | 75 | $658.32M |
| 16 | 2025-07-29 16:56:47 | Beverly Hills Private Wealth LLC | No | 2025Q2 | 329 | $523.54M |
| 17 | 2025-07-29 16:55:27 | ROBERT WOOD JOHNSON FOUNDATION | No | 2025Q2 | 2 | $113.22M |
| 18 | 2025-07-29 16:53:32 | MEMBERS CAPITAL ADVISORS INC | No | 2025Q2 | 28 | $57.14M |
| 19 | 2025-07-29 16:51:23 | SENTRY INVESTMENT MANAGEMENT LLC | No | 2025Q2 | 496 | $181.36M |
| 20 | 2025-07-29 16:51:04 | Grunden Financial Advisory Inc. | No | 2025Q2 | 30 | $225.97M |
| 21 | 2025-07-29 16:27:52 | REGIONS FINANCIAL CORP | No | 2025Q2 | 828 | $14.41B |
| 22 | 2025-07-29 16:27:42 | Mezzasalma Advisors LLC | No | 2025Q2 | 142 | $330.86M |
| 23 | 2025-07-29 16:27:37 | Chicago Partners Investment Group LLC | No | 2025Q2 | 1,079 | $3.40B |
| 24 | 2025-07-29 16:26:41 | SIGMA INVESTMENT COUNSELORS INC | No | 2025Q2 | 185 | $1.68B |
| 25 | 2025-07-29 16:25:41 | Alpha Wealth Funds LLC | No | 2025Q2 | 44 | $106.94M |
| 26 | 2025-07-29 16:25:40 | SIMS INVESTMENT MANAGEMENT LLC | No | 2025Q2 | 43 | $248.68M |
| 27 | 2025-07-29 16:24:46 | Aull & Monroe Investment Management Corp | No | 2025Q2 | 122 | $186.13M |
| 28 | 2025-07-29 16:23:50 | Pinnacle Wealth Management LLC | No | 2025Q2 | 37 | $91.43M |
| 29 | 2025-07-29 16:23:42 | Wingate Wealth Advisors Inc. | No | 2025Q2 | 94 | $105.57M |
| 30 | 2025-07-29 16:22:30 | Flavin Financial Services Inc. | No | 2025Q2 | 65 | $103.04M |
| 31 | 2025-07-29 16:20:53 | AXIS CAPITAL HOLDINGS LTD | No | 2025Q2 | 2 | $244.94M |
| 32 | 2025-07-29 16:19:20 | Sowa Financial Group Inc. | No | 2025Q2 | 27 | $160.16M |
| 33 | 2025-07-29 16:17:35 | FLC Capital Advisors | No | 2025Q2 | 197 | $476.85M |
| 34 | 2025-07-29 16:16:40 | Financial Symmetry Inc | No | 2025Q2 | 48 | $193.62M |
| 35 | 2025-07-29 16:13:50 | Elevation Capital Advisory LLC | No | 2025Q2 | 51 | $232.41M |
| 36 | 2025-07-29 16:11:24 | ODonnell Financial Services LLC | No | 2025Q2 | 46 | $246.40M |
| 37 | 2025-07-29 16:10:01 | Orin Green Financial LLC | No | 2025Q2 | 76 | $216.25M |
| 38 | 2025-07-29 16:09:00 | RPOA Advisors Inc. | No | 2025Q2 | 7 | $2.67B |
| 39 | 2025-07-29 16:06:24 | Members Advisory Group LLC | No | 2025Q2 | 33 | $251.34M |
| 40 | 2025-07-29 16:05:53 | LYELL WEALTH MANAGEMENT LP | No | 2025Q2 | 216 | $1.24B |
| 41 | 2025-07-29 16:05:25 | Accretive Wealth Partners LLC | No | 2025Q2 | 145 | $303.15M |
| 42 | 2025-07-29 16:05:24 | AIGH Capital Management LLC | No | 2025Q2 | 34 | $213.11M |
| 43 | 2025-07-29 16:02:28 | Unison Advisors LLC | No | 2025Q2 | 174 | $856.31M |
| 44 | 2025-07-29 16:00:42 | Community Bank of Raymore | No | 2025Q2 | 72 | $135.08M |