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
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- Peter Lynch
What is insider trading>>
SEC filing services are close in the weekend and during SEC holidays.
Hedge Fund Quarterly Reports
2025-07-11 16:00 EST - 2025-07-14 16:00 EST
| # | Reported DateTime | Filer Name | New Filer | Reported Quarter | Holding Count | AUM |
| 0 | 2025-07-11 17:27:49 | Bouvel Investment Partners LLC | No | 2025Q2 | 69 | $277.11M |
| 1 | 2025-07-11 17:25:40 | Colorado Capital Management Inc. | No | 2025Q2 | 97 | $220.92M |
| 2 | 2025-07-11 17:25:24 | Ullmann Wealth Partners Group LLC | No | 2025Q2 | 144 | $842.41M |
| 3 | 2025-07-11 17:24:57 | Scott Capital Advisors LLC | No | 2025Q2 | 47 | $364.32M |
| 4 | 2025-07-11 17:24:27 | Baugh & Associates LLC | No | 2025Q2 | 42 | $191.94M |
| 5 | 2025-07-11 17:23:59 | Oak Asset Management LLC | No | 2025Q2 | 103 | $279.00M |
| 6 | 2025-07-11 17:23:38 | Compass Ion Advisors LLC | No | 2025Q2 | 254 | $883.12M |
| 7 | 2025-07-11 17:23:09 | Lincoln Capital LLC | No | 2025Q2 | 123 | $519.67M |
| 8 | 2025-07-11 17:22:41 | Halter Ferguson Financial Inc. | No | 2025Q2 | 28 | $271.44M |
| 9 | 2025-07-11 17:21:56 | Westfuller Advisors LLC | No | 2025Q2 | 100 | $159.71M |
| 10 | 2025-07-11 17:21:19 | Wolfstich Capital LLC | No | 2025Q2 | 13 | $45.58M |
| 11 | 2025-07-11 17:20:11 | Quad-Cities Investment Group LLC | No | 2025Q2 | 176 | $210.43M |
| 12 | 2025-07-11 17:19:48 | Enhancing Capital LLC | No | 2025Q2 | 92 | $131.13M |
| 13 | 2025-07-11 17:19:20 | Vanguard Capital Wealth Advisors | No | 2025Q2 | 111 | $99.57M |
| 14 | 2025-07-11 17:18:50 | PETREDIS INVESTMENT ADVISORS LLC | No | 2025Q2 | 102 | $1.14B |
| 15 | 2025-07-11 17:17:28 | Annex Advisory Services LLC | No | 2025Q2 | 317 | $4.15B |
| 16 | 2025-07-11 17:17:04 | Wealth Management Partners LLC | No | 2025Q2 | 135 | $282.24M |
| 17 | 2025-07-11 17:16:02 | Skyline Advisors Inc. | No | 2025Q2 | 94 | $267.81M |
| 18 | 2025-07-11 17:14:50 | RENAISSANCERE HOLDINGS LTD | No | 2023Q3 | 3 | $94.40M |
| 19 | 2025-07-11 17:13:19 | RENAISSANCERE HOLDINGS LTD | No | 2023Q2 | 3 | $92.17M |
| 20 | 2025-07-11 17:12:44 | Prosperity Planning Inc. | No | 2025Q2 | 95 | $269.38M |
| 21 | 2025-07-11 17:12:00 | ARTHUR M. COHEN & ASSOCIATES LLC | No | 2025Q2 | 125 | $566.17M |
| 22 | 2025-07-11 17:11:27 | Walter Public Investments Inc. | No | 2025Q2 | 43 | $590.35M |
| 23 | 2025-07-11 17:11:02 | Bond & Devick Financial Network Inc. | No | 2025Q2 | 166 | $259.44M |
| 24 | 2025-07-11 17:09:38 | RENAISSANCERE HOLDINGS LTD | No | 2023Q1 | 6 | $334.16M |
| 25 | 2025-07-11 17:06:56 | Congress Park Capital LLC | No | 2025Q2 | 118 | $295.92M |
| 26 | 2025-07-11 17:06:28 | Arrow Investment Advisors LLC | No | 2025Q2 | 50 | $98.05M |
| 27 | 2025-07-11 17:06:11 | RENAISSANCERE HOLDINGS LTD | No | 2022Q4 | 7 | $411.24M |
| 28 | 2025-07-11 17:05:28 | Quantum Financial Advisors LLC | No | 2025Q2 | 179 | $730.79M |
| 29 | 2025-07-11 17:05:00 | MITCHELL & PAHL PRIVATE WEALTH LLC | No | 2025Q2 | 144 | $226.39M |
| 30 | 2025-07-11 17:02:52 | Trinity Wealth Management LLC | No | 2025Q2 | 58 | $249.89M |
| 31 | 2025-07-11 17:02:37 | RENAISSANCERE HOLDINGS LTD | No | 2022Q3 | 8 | $756.25M |
| 32 | 2025-07-11 17:02:27 | Sprinkle Financial Consultants LLC | No | 2025Q2 | 80 | $157.10M |
| 33 | 2025-07-11 17:01:53 | Profit Investment Management LLC | No | 2025Q2 | 74 | $110.87M |
| 34 | 2025-07-11 16:58:55 | RENAISSANCERE HOLDINGS LTD | No | 2022Q2 | 7 | $539.88M |
| 35 | 2025-07-11 16:56:40 | RENAISSANCERE HOLDINGS LTD | No | 2022Q1 | 7 | $610.86M |
| 36 | 2025-07-11 16:53:32 | RENAISSANCERE HOLDINGS LTD | No | 2021Q4 | 5 | $305.12M |
| 37 | 2025-07-11 16:50:46 | RENAISSANCERE HOLDINGS LTD | No | 2021Q3 | 5 | $253.94M |
| 38 | 2025-07-11 16:47:50 | RENAISSANCERE HOLDINGS LTD | No | 2021Q2 | 5 | $304.86M |
| 39 | 2025-07-11 16:44:21 | RENAISSANCERE HOLDINGS LTD | No | 2021Q1 | 4 | $201.59M |
| 40 | 2025-07-11 16:40:25 | RENAISSANCERE HOLDINGS LTD | No | 2020Q4 | 5 | $416.29M |
| 41 | 2025-07-11 16:39:16 | Coastwise Capital Group LLC | No | 2025Q2 | 121 | $124.68M |
| 42 | 2025-07-11 16:38:34 | BTC Capital Management Inc. | No | 2025Q2 | 201 | $1.23B |
| 43 | 2025-07-11 16:36:46 | RENAISSANCERE HOLDINGS LTD | No | 2020Q3 | 5 | $291.74M |
| 44 | 2025-07-11 16:34:17 | ORRSTOWN FINANCIAL SERVICES INC | No | 2025Q2 | 141 | $474.72M |
| 45 | 2025-07-11 16:31:43 | RENAISSANCERE HOLDINGS LTD | No | 2020Q2 | 5 | $191.86M |
| 46 | 2025-07-11 16:27:05 | Williams Financial LLC | No | 2025Q2 | 10 | $91.72M |
| 47 | 2025-07-11 16:26:15 | RENAISSANCERE HOLDINGS LTD | No | 2020Q1 | 4 | $129.11M |
| 48 | 2025-07-11 16:23:12 | Abacus FCF Advisors LLC | No | 2025Q2 | 62 | $713.50M |
| 49 | 2025-07-11 16:21:05 | Cisco Systems Inc. | No | 2025Q1 | 3 | $283.33M |
| 50 | 2025-07-11 16:15:18 | Grant Private Wealth Management Inc | No | 2025Q2 | 69 | $176.03M |
| 51 | 2025-07-11 16:13:48 | RENAISSANCERE HOLDINGS LTD | Yes | 2019Q4 | 5 | $211.04M |