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 Wellspring Financial Advisors LLC 2025Q2 178 $968.21M
7952 Wendel SE 2025Q2 1 $350.14M
7953 WENDELL DAVID ASSOCIATES INC 2025Q2 146 $994.3M
7954 Werba Rubin Papier Wealth Management 2025Q2 224 $517.63M
7955 Werlinich Asset Management LLC 2025Q2 60 $183.2M
7956 Wernau Asset Management Inc. 2025Q2 41 $87.89M
7957 WESBANCO BANK INC 2025Q2 645 $3.37B
7958 WESCAP Management Group Inc. 2025Q2 97 $408.89M
7959 Wescott Financial Advisory Group LLC 2025Q2 162 $992.61M
7960 Wesleyan Assurance Society 2025Q2 107 $1.54B
7961 WESPAC Advisors LLC 2025Q2 160 $129.86M
7962 WESPAC Advisors SoCal LLC 2025Q2 100 $425.26M
7963 WEST BANCORPORATION INC 2025Q2 97 $158.3M
7964 West Branch Capital LLC 2025Q2 462 $337.75M
7965 West Coast Financial LLC 2025Q2 0 $0
7966 West Family Investments Inc. 2025Q2 366 $369.65M
7967 West Financial Advisors LLC 2025Q2 202 $509.19M
7968 WEST MICHIGAN ADVISORS LLC 2025Q2 234 $354.5M
7969 West Oak Capital LLC 2025Q2 300 $2.55M
7970 WEST PACES ADVISORS INC. 2025Q2 196 $442.52M
7971 West Tower Group LLC 2025Q2 73 $46.11M
7972 West Wealth Group LLC 2025Q2 103 $382.14M
7973 Westbourne Investment Advisors Inc. 2025Q2 107 $329.63M
7974 WESTBOURNE INVESTMENTS INC. 2025Q2 139 $186.95M
7975 WestBridge Capital Management LLC 2025Q2 1 $199.48M
7976 Westchester Capital Management Inc. 2025Q2 39 $424.97M
7977 Westchester Capital Management, LLC 2025Q2 114 $1.53B
7978 WestEnd Advisors LLC 2025Q2 366 $4.03B
7979 Westend Capital Management LLC 2025Q2 227 $324.63M
7980 Westerkirk Capital Inc. 2025Q2 231 $811.26M
7981 WESTERLY CAPITAL MANAGEMENT LLC 2025Q2 38 $235.98M
7982 Western Asset Management Company LLC 2025Q2 6 $40.16M
7983 Western Financial Corp 2025Q2 115 $177.48M
7984 Western Pacific Wealth Management LP 2025Q2 197 $104.27M
7985 Western Standard LLC 2025Q2 20 $179.71M
7986 Western Wealth Management LLC 2025Q2 721 $1.68B
7987 WESTFIELD CAPITAL MANAGEMENT CO LP 2025Q2 239 $23.84B
7988 Westfuller Advisors LLC 2025Q2 100 $159.71M
7989 Westhampton Capital LLC 2025Q2 116 $193.68M
7990 WestHill Financial Advisors Inc. 2025Q2 68 $423.23M
7991 Westmount Partners LLC 2025Q2 242 $362.08M
7992 Westover Capital Advisors LLC 2025Q2 223 $499.65M
7993 WESTPAC BANKING CORP 2025Q2 457 $1.5B
7994 WESTPORT ASSET MANAGEMENT INC 2025Q2 76 $226.25M
7995 Westshore Wealth LLC 2025Q2 92 $250.11M
7996 Westside Investment Management Inc. 2025Q2 1245 $531.31M
7997 Westwind Capital 2025Q2 40 $489.16M
7998 Westwood Global Investments LLC 2025Q2 1 $1.85B
7999 WESTWOOD HOLDINGS GROUP INC 2025Q2 413 $13.29B
8000 Westwood Wealth Management 2025Q2 47 $296.53M
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