Money Flow
Who's quietly buying it
Why this matters
A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.
- $135–150T
- Global stock market
- U.S. ≈ $75T — over half the world's equity
- ~41%
- Owned by institutions
- funds, banks & asset managers · OECD
- $55–65T
- Institutional holdings
- the capital that actually moves prices
Filers
448 institutions on file
Crestline Management, L.P.
TRACKEDCIK 0001536054
$92.5M
AUM
3
positions
8
filings
latest Q1 2026
Crestmont Private Wealth LLC
TRACKEDCIK 0001873372
$317.3M
AUM
105
positions
8
filings
latest Q1 2026
Crestview Partners II GP, L.P.
TRACKEDCIK 0001505639
$340.9M
AUM
3
positions
8
filings
latest Q1 2026
Crestview Partners III GP, L.P.
TRACKEDCIK 0001703027
$195.0M
AUM
2
positions
8
filings
latest Q1 2026
Crestview Partners IV GP, L.P.
TRACKEDCIK 0001818687
$331.7M
AUM
2
positions
8
filings
latest Q1 2026
Crestwood Capital Management, L.P.
TRACKEDCIK 0001468395
$145.5M
AUM
15
positions
8
filings
latest Q1 2026
Crews Bank & Trust
TRACKEDCIK 0002052279
$689.8M
AUM
673
positions
6
filings
latest Q1 2026
Cria, Inc.
TRACKEDCIK 0002065494
$137.7M
AUM
2
positions
2
filings
latest Q1 2026
CRITERIA CAIXA, S.A.U.
TRACKEDCIK 0002018922
$23.6M
AUM
2
positions
8
filings
latest Q1 2026
CROBAN
TRACKEDCIK 0001694663
$212.6M
AUM
73
positions
8
filings
latest Q1 2026
CROSBY Co OF NEW HAMPSHIRE LLC
TRACKEDCIK 0001595683
—
AUM
1
positions
8
filings
latest Q1 2026
Crossingbridge Advisors, LLC
TRACKEDCIK 0001770024
$552.7M
AUM
156
positions
8
filings
latest Q1 2026
CROSSLINK CAPITAL INC
TRACKEDCIK 0001104329
$1.02B
AUM
21
positions
8
filings
latest Q1 2026
Crossmark Global Holdings, Inc.
TRACKEDCIK 0001539204
$6.77B
AUM
1,234
positions
8
filings
latest Q1 2026
CROSSPOINT FINANCIAL, LLC
TRACKEDCIK 0001927769
$39.8M
AUM
35
positions
8
filings
latest Q1 2026
CROWN ADVISORS MANAGEMENT, INC.
TRACKEDCIK 0001733248
$150,656
AUM
40
positions
8
filings
latest Q1 2026
Crow's Nest Holdings LP
TRACKEDCIK 0001898772
$427.7M
AUM
11
positions
8
filings
latest Q1 2026
Cruiser Capital Advisors, LLC
TRACKEDCIK 0001713506
$257.3M
AUM
52
positions
8
filings
latest Q1 2026
Crusonia Wealth Advisors LLC
TRACKEDCIK 0002112003
$485.2M
AUM
192
positions
2
filings
latest Q1 2026
Cryder Capital Partners LLP
TRACKEDCIK 0001633969
$1.53B
AUM
10
positions
8
filings
latest Q1 2026
Crystal Cove Asset Management, LLC
TRACKEDCIK 0002129719
$83.2M
AUM
17
positions
1
filings
latest Q1 2026
CSP Financial Group, LLC
TRACKEDCIK 0002111080
$97.7M
AUM
20
positions
1
filings
latest Q1 2026
CSU Producer Resources, Inc.
TRACKEDCIK 0001534469
$34.9M
AUM
23
positions
8
filings
latest Q1 2026
CTC Alternative Strategies, Ltd.
TRACKEDCIK 0001569550
$44.0M
AUM
96
positions
8
filings
latest Q1 2026
CTC LLC
TRACKEDCIK 0001445893
$217.17B
AUM
44
positions
8
filings
latest Q1 2026
CULBERTSON A N & CO INC
TRACKEDCIK 0001224890
$770.9M
AUM
132
positions
8
filings
latest Q1 2026
Cullen Capital Management, LLC
TRACKEDCIK 0001362535
$9.75B
AUM
213
positions
8
filings
latest Q1 2026
Cumberland Partners Ltd
TRACKEDCIK 0001578985
$1.32B
AUM
157
positions
8
filings
latest Q1 2026
Cunning Capital Partners, LP
TRACKEDCIK 0001571075
$196,547
AUM
56
positions
8
filings
latest Q1 2026
CURA WEALTH ADVISORS, LLC
TRACKEDCIK 0002056729
$223.5M
AUM
126
positions
6
filings
latest Q1 2026
Curi Capital, LLC
TRACKEDCIK 0001332905
$5.62B
AUM
859
positions
8
filings
latest Q1 2026
CURIO WEALTH, LLC
TRACKEDCIK 0002049201
$292.6M
AUM
1,255
positions
6
filings
latest Q1 2026
Curtis Advisory Group, LLC
TRACKEDCIK 0001664656
$464.0M
AUM
118
positions
8
filings
latest Q1 2026
CURTIS WEALTH MANAGEMENT LLC
TRACKEDCIK 0002108708
$106.5M
AUM
50
positions
2
filings
latest Q1 2026
Cutler Capital Management, LLC
TRACKEDCIK 0001353098
$369.9M
AUM
116
positions
8
filings
latest Q1 2026
CUTLER INVESTMENT COUNSEL LLC
TRACKEDCIK 0001285973
$971.1M
AUM
146
positions
8
filings
latest Q1 2026
CVC Management Holdings II Ltd.
TRACKEDCIK 0002023131
$419.7M
AUM
3
positions
8
filings
latest Q1 2026
CVentures, Inc.
TRACKEDCIK 0001388469
—
AUM
1
positions
8
filings
latest Q1 2026
CVS HEALTH Corp (CVS)
TRACKEDCIK 0000064803
$212.3M
AUM
33
positions
8
filings
latest Q1 2026
C V STARR & CO INC
TRACKEDCIK 0001340459
$191.8M
AUM
5
positions
8
filings
latest Q1 2026
CWM, LLC
TRACKEDCIK 0001535847
$38.05B
AUM
5,645
positions
8
filings
latest Q1 2026
CYBER HORNET ETFs LLC
TRACKEDCIK 0001818014
$154.9M
AUM
507
positions
8
filings
latest Q1 2026
Cygnus Capital Advisors, LLC
TRACKEDCIK 0002114319
$146,324
AUM
111
positions
2
filings
latest Q1 2026
Cynosure Group, LLC
TRACKEDCIK 0001763409
$800.3M
AUM
198
positions
8
filings
latest Q1 2026
Cypress Capital Group
TRACKEDCIK 0001341748
$888.9M
AUM
246
positions
8
filings
latest Q1 2026
Cypress Capital Management LLC (WY)
TRACKEDCIK 0001633896
$108.1M
AUM
205
positions
8
filings
latest Q1 2026
CYPRESS FUNDS LLC
TRACKEDCIK 0001081198
$604.7M
AUM
14
positions
8
filings
latest Q4 2025
CYPRESS POINT INVESTMENT MANAGEMENT LP
TRACKEDCIK 0002058475
$424.5M
AUM
32
positions
2
filings
latest Q1 2026
Crestline Management, L.P.
TRACKEDCIK 0001536054
$92.5M
AUM
3
positions
8
filings
latest Q1 2026
Crestmont Private Wealth LLC
TRACKEDCIK 0001873372
$317.3M
AUM
105
positions
8
filings
latest Q1 2026
Crestview Partners II GP, L.P.
TRACKEDCIK 0001505639
$340.9M
AUM
3
positions
8
filings
latest Q1 2026
Crestview Partners III GP, L.P.
TRACKEDCIK 0001703027
$195.0M
AUM
2
positions
8
filings
latest Q1 2026
Crestview Partners IV GP, L.P.
TRACKEDCIK 0001818687
$331.7M
AUM
2
positions
8
filings
latest Q1 2026
Crestwood Capital Management, L.P.
TRACKEDCIK 0001468395
$145.5M
AUM
15
positions
8
filings
latest Q1 2026
Crews Bank & Trust
TRACKEDCIK 0002052279
$689.8M
AUM
673
positions
6
filings
latest Q1 2026
Cria, Inc.
TRACKEDCIK 0002065494
$137.7M
AUM
2
positions
2
filings
latest Q1 2026
CRITERIA CAIXA, S.A.U.
TRACKEDCIK 0002018922
$23.6M
AUM
2
positions
8
filings
latest Q1 2026
CROBAN
TRACKEDCIK 0001694663
$212.6M
AUM
73
positions
8
filings
latest Q1 2026
CROSBY Co OF NEW HAMPSHIRE LLC
TRACKEDCIK 0001595683
—
AUM
1
positions
8
filings
latest Q1 2026
Crossingbridge Advisors, LLC
TRACKEDCIK 0001770024
$552.7M
AUM
156
positions
8
filings
latest Q1 2026
CROSSLINK CAPITAL INC
TRACKEDCIK 0001104329
$1.02B
AUM
21
positions
8
filings
latest Q1 2026
Crossmark Global Holdings, Inc.
TRACKEDCIK 0001539204
$6.77B
AUM
1,234
positions
8
filings
latest Q1 2026
CROSSPOINT FINANCIAL, LLC
TRACKEDCIK 0001927769
$39.8M
AUM
35
positions
8
filings
latest Q1 2026
CROWN ADVISORS MANAGEMENT, INC.
TRACKEDCIK 0001733248
$150,656
AUM
40
positions
8
filings
latest Q1 2026
Crow's Nest Holdings LP
TRACKEDCIK 0001898772
$427.7M
AUM
11
positions
8
filings
latest Q1 2026
Cruiser Capital Advisors, LLC
TRACKEDCIK 0001713506
$257.3M
AUM
52
positions
8
filings
latest Q1 2026
Crusonia Wealth Advisors LLC
TRACKEDCIK 0002112003
$485.2M
AUM
192
positions
2
filings
latest Q1 2026
Cryder Capital Partners LLP
TRACKEDCIK 0001633969
$1.53B
AUM
10
positions
8
filings
latest Q1 2026
Crystal Cove Asset Management, LLC
TRACKEDCIK 0002129719
$83.2M
AUM
17
positions
1
filings
latest Q1 2026
CSP Financial Group, LLC
TRACKEDCIK 0002111080
$97.7M
AUM
20
positions
1
filings
latest Q1 2026
CSU Producer Resources, Inc.
TRACKEDCIK 0001534469
$34.9M
AUM
23
positions
8
filings
latest Q1 2026
CTC Alternative Strategies, Ltd.
TRACKEDCIK 0001569550
$44.0M
AUM
96
positions
8
filings
latest Q1 2026
CTC LLC
TRACKEDCIK 0001445893
$217.17B
AUM
44
positions
8
filings
latest Q1 2026
CULBERTSON A N & CO INC
TRACKEDCIK 0001224890
$770.9M
AUM
132
positions
8
filings
latest Q1 2026
Cullen Capital Management, LLC
TRACKEDCIK 0001362535
$9.75B
AUM
213
positions
8
filings
latest Q1 2026
Cumberland Partners Ltd
TRACKEDCIK 0001578985
$1.32B
AUM
157
positions
8
filings
latest Q1 2026
Cunning Capital Partners, LP
TRACKEDCIK 0001571075
$196,547
AUM
56
positions
8
filings
latest Q1 2026
CURA WEALTH ADVISORS, LLC
TRACKEDCIK 0002056729
$223.5M
AUM
126
positions
6
filings
latest Q1 2026
Curi Capital, LLC
TRACKEDCIK 0001332905
$5.62B
AUM
859
positions
8
filings
latest Q1 2026
CURIO WEALTH, LLC
TRACKEDCIK 0002049201
$292.6M
AUM
1,255
positions
6
filings
latest Q1 2026
Curtis Advisory Group, LLC
TRACKEDCIK 0001664656
$464.0M
AUM
118
positions
8
filings
latest Q1 2026
CURTIS WEALTH MANAGEMENT LLC
TRACKEDCIK 0002108708
$106.5M
AUM
50
positions
2
filings
latest Q1 2026
Cutler Capital Management, LLC
TRACKEDCIK 0001353098
$369.9M
AUM
116
positions
8
filings
latest Q1 2026
CUTLER INVESTMENT COUNSEL LLC
TRACKEDCIK 0001285973
$971.1M
AUM
146
positions
8
filings
latest Q1 2026
CVC Management Holdings II Ltd.
TRACKEDCIK 0002023131
$419.7M
AUM
3
positions
8
filings
latest Q1 2026
CVentures, Inc.
TRACKEDCIK 0001388469
—
AUM
1
positions
8
filings
latest Q1 2026
CVS HEALTH Corp (CVS)
TRACKEDCIK 0000064803
$212.3M
AUM
33
positions
8
filings
latest Q1 2026
C V STARR & CO INC
TRACKEDCIK 0001340459
$191.8M
AUM
5
positions
8
filings
latest Q1 2026
CWM, LLC
TRACKEDCIK 0001535847
$38.05B
AUM
5,645
positions
8
filings
latest Q1 2026
CYBER HORNET ETFs LLC
TRACKEDCIK 0001818014
$154.9M
AUM
507
positions
8
filings
latest Q1 2026
Cygnus Capital Advisors, LLC
TRACKEDCIK 0002114319
$146,324
AUM
111
positions
2
filings
latest Q1 2026
Cynosure Group, LLC
TRACKEDCIK 0001763409
$800.3M
AUM
198
positions
8
filings
latest Q1 2026
Cypress Capital Group
TRACKEDCIK 0001341748
$888.9M
AUM
246
positions
8
filings
latest Q1 2026
Cypress Capital Management LLC (WY)
TRACKEDCIK 0001633896
$108.1M
AUM
205
positions
8
filings
latest Q1 2026
CYPRESS FUNDS LLC
TRACKEDCIK 0001081198
$604.7M
AUM
14
positions
8
filings
latest Q4 2025
CYPRESS POINT INVESTMENT MANAGEMENT LP
TRACKEDCIK 0002058475
$424.5M
AUM
32
positions
2
filings
latest Q1 2026