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
7701 WARNER FINANCIAL INC 2024Q4 113 $232.67M
7702 Warren Averett Asset Management LLC 2024Q4 949 $6.27B
7703 Warren Street Wealth Advisors LLC 2025Q1 110 $252.17M
7704 Warther Private Wealth LLC 2025Q1 63 $300.27M
7705 Warwick Investment Management Inc. 2024Q4 94 $479.07M
7706 WASATCH ADVISORS INC 2024Q4 232 $20.2B
7707 WASHBURN CAPITAL MANAGEMENT INC. 2024Q4 55 $161.49M
7708 WASHINGTON CAPITAL MANAGEMENT INC 2025Q1 103 $112.22M
7709 Washington Harbour Partners LP 2024Q4 23 $53.88M
7710 WASHINGTON STATE INVESTMENT BOARD 2024Q4 2 $383.85M
7711 Washington Trust Advisors Inc. 2024Q4 645 $1.2B
7712 Washington Trust Bank 2024Q4 207 $1.04B
7713 WASHINGTON TRUST Co 2024Q4 833 $2.77B
7714 WASHINGTON UNIVERSITY 2024Q4 3 $117.52M
7715 Wasserstein Debt Opportunities Management, L.P. 2024Q4 1 $125.29M
7716 Watch Point Trust Co 2025Q1 153 $1.18B
7717 Watchman Group Inc. 2024Q4 79 $335.21M
7718 Watchtower Advisors LP 2024Q4 14 $176.69M
7719 WATER ISLAND CAPITAL LLC 2024Q4 48 $762.66M
7720 Waterfall Asset Management LLC 2024Q4 3 $29.99M
7721 Waterford Advisors LLC 2024Q4 46 $196.44M
7722 Waterfront Capital Partners LLC 2024Q4 31 $535.22M
7723 Waterfront Wealth Inc. 2024Q4 253 $408M
7724 Waterloo Capital L.P. 2024Q4 349 $906.32M
7725 WATERS PARKERSON & CO. LLC 2024Q4 175 $1.9B
7726 WATERSHED PRIVATE WEALTH LLC 2025Q1 108 $242.12M
7727 Waterway Wealth Management LLC 2024Q4 75 $227.39M
7728 Watts Gwilliam & Co. LLC 2024Q4 201 $466.47M
7729 Waverton Investment Management Ltd 2024Q4 101 $6.28B
7730 Waycross Investment Management Co 2025Q1 38 $88.68M
7731 WAYCROSS PARTNERS LLC 2024Q4 62 $769.58M
7732 Wayfinding Financial LLC 2024Q4 137 $187.07M
7733 WAYNE HUMMER INVESTMENTS L.L.C. 2024Q4 411 $111.27M
7734 waypoint wealth counsel 2024Q4 96 $151.46M
7735 Waypoint Wealth Partners Inc. 2024Q4 65 $365.48M
7736 WBI INVESTMENTS 2024Q4 195 $393.14M
7737 WCG Wealth Advisors LLC 2024Q4 284 $1.42B
7738 WCM INVESTMENT MANAGEMENT 2024Q4 288 $42.52B
7739 WD RUTHERFORD LLC 2025Q1 73 $187.86M
7740 Wealth Advisors Northwest LLC 2025Q1 55 $157.85M
7741 Wealth Advisors of Iowa LLC 2024Q4 61 $194.8M
7742 Wealth Advisors of Tampa Bay LLC 2024Q4 84 $230.67M
7743 Wealth Advisory Solutions LLC 2024Q4 121 $352.58M
7744 Wealth Alliance 2024Q4 481 $817.37M
7745 Wealth Alliance Advisory Group LLC 2025Q1 191 $408.42M
7746 Wealth Architects LLC 2024Q4 212 $823.58M
7747 Wealth Dimensions Group Ltd. 2024Q4 150 $386.82M
7748 WEALTH EFFECTS LLC 2024Q4 209 $280.15M
7749 WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2025Q1 2826 $50.41B
7750 Wealth Forward LLC 2024Q4 27 $119.98M
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