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
2025-02-19 16:00 EST - 2025-02-20 16:00 EST
| Reported DateTime | Reported Quarter | Filer Name | Holding Count | AUM |
| 2025-02-19 17:17:39 | 2024Q4 | Orin Green Financial LLC | 77 | $205.46M |
| 2025-02-19 17:05:48 | 2024Q3 | Keystone Financial Group | 373 | $781.43M |
| 2025-02-19 17:04:20 | 2024Q4 | ARQ WEALTH ADVISORS LLC | 100 | $262.89M |
| 2025-02-19 16:17:35 | 2024Q4 | DigitalBridge Group Inc. | 50 | $1.37B |
| 2025-02-19 16:13:39 | 2024Q4 | THOR TRADING ADVISORS LLC | 8 | $110.62M |
| 2025-02-19 16:07:12 | 2024Q4 | TORONTO DOMINION BANK | 1,066 | $51.41B |