Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
| # | Fund / Institution | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 4221 | BIOS Capital Management, LP | $83M | 9 | Dec 2025 |
| 4222 | Axim Planning & Wealth | $82M | 84 | Mar 2026 |
| 4223 | Khall Llc | $82M | 1 | Mar 2026 |
| 4224 | FinDec Wealth Services, Inc. | $82M | 30 | Mar 2026 |
| 4225 | Walleye Partners, LLC | $81M | 54 | Mar 2026 |
| 4226 | Medici Capital Llc | $81M | 11 | Mar 2026 |
| 4227 | Sonoma Private Wealth LLC | $81M | 67 | Mar 2026 |
| 4228 | Riverview Trust Co | $81M | 220 | Mar 2026 |
| 4229 | Feynman Point Asset Management LLC | $81M | 25 | Mar 2026 |
| 4230 | Algorithmic Investment Models, LLC | $81M | 32 | Mar 2026 |
| 4231 | Wellment Financial | $81M | 38 | Mar 2026 |
| 4232 | Ampfield Management, L.P. | $81M | 5 | Mar 2026 |
| 4233 | HCEP Management Ltd | $81M | 4 | Mar 2026 |
| 4234 | Retireful, LLC | $80M | 93 | Dec 2025 |
| 4235 | Spectrum Asset Management, Inc. | $79M | 4 | Dec 2025 |
| 4236 | Spahn Wealth & Retirement LLC | $79M | 25 | Mar 2026 |
| 4237 | York GP, Ltd. | $78M | 2 | Dec 2025 |
| 4238 | State of New Jersey Common Pension Fund E | $78M | 1 | Mar 2026 |
| 4239 | Omnitrust Wealth Management, Inc | $77M | 119 | Mar 2026 |
| 4240 | DB&C Advisors, LLC | $77M | 67 | Mar 2026 |