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
2026-05-21 16:00 EST - 2026-05-22 16:00 EST
| # | Reported DateTime | Filer Name | New Filer | Reported Quarter | Holding Count | AUM |
| 1 | 2026-05-22 11:17:20 | WNY Asset Management LLC | No | 2026Q1 | 235 | $907.32M |
| 2 | 2026-05-22 11:06:20 | Coastline Complete Wealth LLC | No | 2026Q1 | 53 | $154.65M |
| 3 | 2026-05-22 10:25:49 | GROUPAMA ASSET MANAGMENT | No | 2026Q1 | 366 | $6.80B |
| 4 | 2026-05-21 20:52:44 | Evolutionary Tree Capital Management LLC | No | 2026Q1 | 26 | $53.21M |
| 5 | 2026-05-21 18:02:10 | VERUS CAPITAL PARTNERS LLC | No | 2026Q1 | 442 | $1.41B |
| 6 | 2026-05-21 17:31:47 | Access Investment Management LLC | No | 2026Q1 | 156 | $375.16M |
| 7 | 2026-05-21 17:18:50 | GKV Capital Management Co. Inc. | No | 2026Q1 | 88 | $266.63M |
| 8 | 2026-05-21 17:12:35 | CTC LLC | No | 2026Q1 | 25 | $1.25B |
| 9 | 2026-05-21 17:07:14 | ARGENT CAPITAL MANAGEMENT LLC | No | 2026Q1 | 158 | $3.17B |
| 10 | 2026-05-21 17:06:05 | CTC Alternative Strategies Ltd. | No | 2026Q1 | 96 | $44.04M |
| 11 | 2026-05-21 16:54:55 | Kensington Asset Management LLC | No | 2026Q1 | 36 | $1.59B |
| 12 | 2026-05-21 16:30:59 | Raab & Moskowitz Asset Management LLC | No | 2026Q1 | 183 | $441.82M |
| 13 | 2026-05-21 16:27:27 | COMPASS CAPITAL MANAGEMENT INC | No | 2026Q1 | 87 | $1.66B |