Institutional Fund Directory
Browse institutional fund profiles from SEC 13F filings.
AllPassive / IndexDeep ValueQuality / CompounderGrowth / MomentumSystematic / QuantTactical / MacroActivistIncome / DefensiveDealer / BankOther
56 funds
Vanguard Group
$6.7T AUM17,690 positionsPassive / Index
Morgan Stanley IM
$3.3T AUM90,108 positionsDealer / Bank
Fidelity Management
$1.9T AUM13,217 positionsQuality / Compounder
Geode Capital Management
$1.6T AUM8,534 positionsPassive / Index
Bank of America Corp
$1.5T AUM29,308 positionsDealer / Bank
Barclays PLC
$838.0B AUM21,084 positionsDealer / Bank
Goldman Sachs AM
$817.4B AUM13,001 positionsDealer / Bank
Northern Trust Corp
$727.2B AUM20,680 positionsDealer / Bank
Citadel Advisors
$657.1B AUM15,551 positionsTactical / Macro
UBS Group AG
$638.4B AUM22,854 positionsDealer / Bank
Invesco Ltd
$634.7B AUM24,715 positionsPassive / Index
Charles Schwab Investment Mgmt
$626.4B AUM3,588 positionsPassive / Index
Capital Research Global Investors
$533.0B AUM433 positionsQuality / Compounder
Wells Fargo & Company
$526.0B AUM17,814 positionsDealer / Bank
Dimensional Fund Advisors
$466.0B AUM13,709 positionsQuality / Compounder
Nuveen LLC
$378.9B AUM7,714 positionsQuality / Compounder
Deutsche Bank AG
$298.4B AUM13,843 positionsDealer / Bank
Citigroup Inc
$224.3B AUM14,658 positionsDealer / Bank
Dodge & Cox
$185.3B AUM219 positionsDeep Value
Marshall Wace LLP
$98.6B AUM5,977 positionsSystematic / Quant
Balyasny Asset Management
$78.9B AUM2,843 positionsTactical / Macro
Renaissance Technologies
$75.8B AUM3,457 positionsSystematic / Quant
Two Sigma
$38.5B AUM78 positionsTactical / Macro
Bridgewater Associates
$25.5B AUM1,014 positionsTactical / Macro
Prudential Financial
$12.3B AUM208 positionsIncome / Defensive
Soros Fund Management
$7.0B AUM184 positionsTactical / Macro
Capital Group Private Client
$6.0B AUM280 positionsOther
ValueAct Holdings
$5.9B AUM16 positionsActivist
Starboard Value LP
$5.3B AUM20 positionsActivist
Paulson & Co
$3.0B AUM10 positionsOther
JANA Partners Management
$2.1B AUM12 positionsActivist
Michael Bloomberg (family)
$1.4B AUM8 positionsOther
T. Rowe Price
$935M AUM4,545 positionsOther
Cascade Investment (Gates)
$246M AUM77 positionsOther
Glenview Capital
$205M AUM30 positionsOther
DE Shaw
$5M AUM22 positionsOther
Discovery Capital Mgmt
$186K AUM29 positionsOther
AQR Capital Management
— AUMOther
Hartford Investment Mgmt
— AUMDealer / Bank
MFS Investment Management
— AUMOther
Point72
— AUMTactical / Macro
State Street
— AUMDealer / Bank
Lone Pine Capital
— AUMTactical / Macro
Berkshire Hathaway
— AUMOther
Baupost Group
— AUMOther
Coatue Management
— AUMOther
JPMorgan Chase
— AUMDealer / Bank
Duquesne Family Office
— AUMTactical / Macro
Third Point
— AUMActivist
Trian Fund Management GP
— AUMActivist
Pershing Square
— AUMActivist
ARK Invest
— AUMOther
Millennium Management
— AUMTactical / Macro
BlackRock
— AUMOther
PIMCO
— AUMOther
Man Group PLC
— AUMOther