WhaleWisdom 13F Hedge Fund Holdings Scraper

Scrape institutional investor 13F filings data from WhaleWisdom.com. Extract hedge fund portfolios, stock holdings, position sizes, quarterly changes, and track what the "smart money" is buying and selling.

Features

• Fund Portfolio Scraping: Get complete holdings for any institutional investor
• Stock Holder Lookup: Find all institutional owners of any stock
• Latest Filings: Monitor the most recent 13F submissions
• Quarterly Changes: Track position increases, decreases, and new positions
• AUM Filtering: Filter funds by minimum assets under management
• Flexible Output: Export to JSON, CSV, or Excel

What are 13F Filings?

Form 13F is a quarterly report filed by institutional investment managers with over $100M in assets. It discloses their equity holdings, giving insight into what hedge funds, pension funds, and other large investors are buying and selling.

Use Cases

• Investment Research: Analyze what top hedge funds are holding
• Stock Analysis: See which institutions own a particular stock
• Trend Tracking: Monitor quarterly changes in institutional ownership
• Portfolio Ideas: Discover new stocks from successful fund managers
• Academic Research: Study institutional investment patterns

Input Options

Search Modes

1. Fund Search (fund): Search for specific funds by name

   • Example: "Berkshire Hathaway", "Bridgewater Associates", "Renaissance Technologies"

2. Stock Search (stock): Find institutional holders of specific stocks

   • Example: "AAPL", "TSLA", "NVDA"

3. Latest Filings (latest): Get the most recent 13F submissions

Parameters

Parameter	Description	Default
searchMode	How to search (fund/stock/latest)	fund
fundNames	List of fund names to search	[]
stockTickers	List of stock tickers	[]
quarter	Specific quarter (e.g., "2024-Q3")	latest
includeAllHoldings	Get all positions vs top 20	false
maxHoldingsPerFund	Limit holdings per fund	50
maxFunds	Maximum funds to scrape	10
minAUM	Minimum AUM filter ($)	0

Output Schema

Fund Summary

{
  "type": "fund_summary",
  "fund_name": "Berkshire Hathaway Inc",
  "manager": "Warren Buffett",
  "cik": "0001067983",
  "portfolio_value": 347820000000,
  "total_holdings": 45,
  "filing_date": "2024-11-14",
  "quarter": "2024-Q3"
}

Holdings

{
  "type": "holding",
  "fund_name": "Berkshire Hathaway Inc",
  "ticker": "AAPL",
  "company_name": "Apple Inc",
  "shares": 300000000,
  "market_value": 69900000000,
  "portfolio_percent": 20.1,
  "change_shares": -100000000,
  "change_percent": -25.0,
  "activity": "Reduce"
}

Stock Holders

{
  "type": "stock_holder",
  "ticker": "AAPL",
  "fund_name": "Vanguard Group Inc",
  "shares": 1200000000,
  "market_value": 280000000000,
  "portfolio_percent": 8.5,
  "change_percent": 2.3
}

Example Inputs

Get Berkshire Hathaway Holdings

{
  "searchMode": "fund",
  "fundNames": ["Berkshire Hathaway"],
  "maxHoldingsPerFund": 100
}

Multiple Funds (use exact WhaleWisdom names)

{
  "searchMode": "fund",
  "fundNames": [
    "Berkshire Hathaway",
    "Renaissance Technologies",
    "Two Sigma Investments"
  ],
  "maxHoldingsPerFund": 50
}

Tip: For best results, use the exact fund name as it appears on WhaleWisdom. The scraper will try common variations (adding -inc, -llc, -lp, etc.) but exact names work best.

Find Apple Institutional Owners

{
  "searchMode": "stock",
  "stockTickers": ["AAPL", "MSFT"],
  "maxFunds": 50
}

Note: Stock holder data extraction is limited due to WhaleWisdom's dynamic page rendering. For comprehensive institutional holder data, consider using their API.

Monitor Latest Filings

{
  "searchMode": "latest",
  "maxFunds": 20,
  "minAUM": 1000000000
}

Proxy Recommendations

WhaleWisdom has bot protection. For reliable scraping:

• Use residential proxies (recommended)
• Keep concurrency low (1-2 max)
• Use appropriate delays between requests

Data Source

All data comes from SEC Form 13F filings, aggregated by WhaleWisdom.com. Data is typically available within hours of SEC filing.

Limitations

• Non-subscribers can access the last 8 quarters (excluding current)
• Some detailed metrics may require WhaleWisdom premium
• 13F filings only include long equity positions, not shorts

Changelog

v1.0

• Initial release
• Fund search, stock holders, latest filings
• Holdings extraction with quarterly changes
• AUM filtering