Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

665 institutions on file

Patriot Financial Partners GP II, L.P.
TRACKED
CIK 0002061817
$388.3M
AUM
12
positions
4
filings
latest Q1 2026
PATRIOT FINANCIAL PARTNERS GP, LP
TRACKED
CIK 0001470261
$283.5M
AUM
9
positions
2
filings
latest Q2 2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
TRACKED
CIK 0001773830
$1.72B
AUM
240
positions
2
filings
latest Q2 2026
PATRIZIA Pty Ltd
TRACKED
CIK 0001767910
$67.3M
AUM
11
positions
2
filings
latest Q3 2024
PATRON PARTNERS, LLC
TRACKED
CIK 0001841768
$226.3M
AUM
185
positions
2
filings
latest Q1 2026
Patten Group, Inc.
TRACKED
CIK 0001633207
—
AUM
—
positions
2
filings
latest Q1 2026
PATTEN & PATTEN INC/TN
TRACKED
CIK 0001044905
$1.66B
AUM
338
positions
2
filings
latest Q1 2026
PATTON ALBERTSON MILLER GROUP, LLC
TRACKED
CIK 0001511037
$1.00B
AUM
213
positions
2
filings
latest Q2 2026
PATTON FUND MANAGEMENT, INC.
TRACKED
CIK 0001689232
$462.4M
AUM
86
positions
2
filings
latest Q2 2026
Paul R. Ried Financial Group, LLC
TRACKED
CIK 0002033053
$228.9M
AUM
47
positions
7
filings
latest Q2 2026
PAULSON & CO. INC.
TRACKED
CIK 0001035674
$3.11B
AUM
9
positions
12
filings
latest Q1 2026
Paulson Wealth Management Inc.
TRACKED
CIK 0001731878
$426.7M
AUM
137
positions
12
filings
latest Q1 2026
Pavadi Capital LLC
TRACKED
CIK 0001906649
$81.2M
AUM
14
positions
2
filings
latest Q4 2023
Pavion Blue Capital, LLC
TRACKED
CIK 0001792565
$230.2M
AUM
108
positions
12
filings
latest Q1 2026
P.A.W. CAPITAL CORP
TRACKED
CIK 0000949853
$130.6M
AUM
65
positions
2
filings
latest Q2 2026
PAX Financial Group, LLC
TRACKED
CIK 0001803673
$586.2M
AUM
199
positions
2
filings
latest Q1 2026
PAYDEN & RYGEL
TRACKED
CIK 0000919219
$1.3M
AUM
114
positions
12
filings
latest Q1 2026
PAYDEN & RYGEL INVESTMENT GROUP
TRACKED
CIK 0000885709
$1.2M
AUM
122
positions
2
filings
latest Q2 2024
Payne Capital LLC
TRACKED
CIK 0002094426
$108.9M
AUM
55
positions
2
filings
latest Q1 2026
Payne Capital Management, LLC
TRACKED
CIK 0001994332
$330.5M
AUM
79
positions
6
filings
latest Q1 2026
PayPay Securities Corp
TRACKED
CIK 0001908623
$4.1M
AUM
302
positions
2
filings
latest Q2 2026
PBCay One RSC Ltd
TRACKED
CIK 0002013737
$1.74B
AUM
18
positions
12
filings
latest Q2 2026
PB INVESTMENT PARTNERS, L.P.
TRACKED
CIK 0001910391
$127.1M
AUM
10
positions
12
filings
latest Q1 2026
PBMares Wealth Management LLC
TRACKED
CIK 0001801682
$616.9M
AUM
196
positions
2
filings
latest Q3 2025
PBU - The Pension Fund of Early Childhood & Youth Educators
TRACKED
CIK 0002103310
$4.42B
AUM
124
positions
2
filings
latest Q2 2026
PCA Investment Advisory Services Inc.
TRACKED
CIK 0001977044
$358.4M
AUM
59
positions
13
filings
latest Q2 2026
PCB Capital LLC
TRACKED
CIK 0002123661
$82.1M
AUM
114
positions
2
filings
latest Q2 2026
PCG ASSET MANAGEMENT, LLC
TRACKED
CIK 0002054906
$139.5M
AUM
84
positions
8
filings
latest Q2 2026
PCG Wealth Advisors, LLC
TRACKED
CIK 0001905393
$395.5M
AUM
164
positions
2
filings
latest Q1 2026
PCJ Investment Counsel Ltd.
TRACKED
CIK 0001426318
—
AUM
—
positions
12
filings
latest Q1 2026
PCM Encore, LLC
TRACKED
CIK 0002109846
$486.1M
AUM
445
positions
2
filings
latest Q1 2026
PDS Planning, Inc
TRACKED
CIK 0000838618
$1.52B
AUM
561
positions
2
filings
latest Q1 2026
PDT Partners, LLC
TRACKED
CIK 0001564702
$1.69B
AUM
527
positions
12
filings
latest Q1 2026
Peachtree Investment Partners, LLC
TRACKED
CIK 0001743863
$262.4M
AUM
129
positions
12
filings
latest Q1 2026
PEAK6 Investments LLC
TRACKED
CIK 0001756111
$44.78B
AUM
1,656
positions
2
filings
latest Q3 2024
PEAK6 LLC
TRACKED
CIK 0001389958
$42.61B
AUM
1,355
positions
10
filings
latest Q1 2026
Peak Asset Management, LLC
TRACKED
CIK 0001632512
$566.9M
AUM
147
positions
12
filings
latest Q1 2026
PEAK FINANCIAL ADVISORS LLC
TRACKED
CIK 0001843309
$241.5M
AUM
78
positions
2
filings
latest Q2 2026
Peak Financial Management, Inc.
TRACKED
CIK 0001669662
$435.5M
AUM
114
positions
2
filings
latest Q2 2026
Peak Planning Group, LLC
TRACKED
CIK 0002097384
$156.3M
AUM
90
positions
2
filings
latest Q3 2025
Peak Retirement Planning, Inc.
TRACKED
CIK 0002056697
$501.5M
AUM
152
positions
6
filings
latest Q1 2026
PeakShares LLC
TRACKED
CIK 0002113507
$108.9M
AUM
116
positions
2
filings
latest Q1 2026
Peak Wealth Management LLC
TRACKED
CIK 0002094948
$142.5M
AUM
59
positions
2
filings
latest Q2 2026
Peak XV Partners Operations LLC
TRACKED
CIK 0001886840
$109.9M
AUM
1
positions
14
filings
latest Q1 2026
PEAPACK GLADSTONE FINANCIAL CORP (PGC)
TRACKED
CIK 0001050743
$7.8M
AUM
651
positions
12
filings
latest Q1 2026
Peapod Lane Capital LLC
TRACKED
CIK 0002050979
$148.2M
AUM
61
positions
2
filings
latest Q2 2026
Pearl Planning LLC
TRACKED
CIK 0002100519
$217.4M
AUM
58
positions
2
filings
latest Q2 2026
Pearl River Capital, LLC
TRACKED
CIK 0001714260
—
AUM
1
positions
2
filings
latest Q3 2025
PEAVINE CAPITAL, LLC
TRACKED
CIK 0001594540
$471.6M
AUM
9
positions
2
filings
latest Q2 2026
PECAUT & CO.
TRACKED
CIK 0001597200
$308.0M
AUM
66
positions
13
filings
latest Q1 2026

Patriot Financial Partners GP II, L.P.
TRACKED
CIK 0002061817
$388.3M
AUM
12
positions
4
filings
latest Q1 2026
PATRIOT FINANCIAL PARTNERS GP, LP
TRACKED
CIK 0001470261
$283.5M
AUM
9
positions
2
filings
latest Q2 2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
TRACKED
CIK 0001773830
$1.72B
AUM
240
positions
2
filings
latest Q2 2026
PATRIZIA Pty Ltd
TRACKED
CIK 0001767910
$67.3M
AUM
11
positions
2
filings
latest Q3 2024
PATRON PARTNERS, LLC
TRACKED
CIK 0001841768
$226.3M
AUM
185
positions
2
filings
latest Q1 2026
Patten Group, Inc.
TRACKED
CIK 0001633207
—
AUM
—
positions
2
filings
latest Q1 2026
PATTEN & PATTEN INC/TN
TRACKED
CIK 0001044905
$1.66B
AUM
338
positions
2
filings
latest Q1 2026
PATTON ALBERTSON MILLER GROUP, LLC
TRACKED
CIK 0001511037
$1.00B
AUM
213
positions
2
filings
latest Q2 2026
PATTON FUND MANAGEMENT, INC.
TRACKED
CIK 0001689232
$462.4M
AUM
86
positions
2
filings
latest Q2 2026
Paul R. Ried Financial Group, LLC
TRACKED
CIK 0002033053
$228.9M
AUM
47
positions
7
filings
latest Q2 2026
PAULSON & CO. INC.
TRACKED
CIK 0001035674
$3.11B
AUM
9
positions
12
filings
latest Q1 2026
Paulson Wealth Management Inc.
TRACKED
CIK 0001731878
$426.7M
AUM
137
positions
12
filings
latest Q1 2026
Pavadi Capital LLC
TRACKED
CIK 0001906649
$81.2M
AUM
14
positions
2
filings
latest Q4 2023
Pavion Blue Capital, LLC
TRACKED
CIK 0001792565
$230.2M
AUM
108
positions
12
filings
latest Q1 2026
P.A.W. CAPITAL CORP
TRACKED
CIK 0000949853
$130.6M
AUM
65
positions
2
filings
latest Q2 2026
PAX Financial Group, LLC
TRACKED
CIK 0001803673
$586.2M
AUM
199
positions
2
filings
latest Q1 2026
PAYDEN & RYGEL
TRACKED
CIK 0000919219
$1.3M
AUM
114
positions
12
filings
latest Q1 2026
PAYDEN & RYGEL INVESTMENT GROUP
TRACKED
CIK 0000885709
$1.2M
AUM
122
positions
2
filings
latest Q2 2024
Payne Capital LLC
TRACKED
CIK 0002094426
$108.9M
AUM
55
positions
2
filings
latest Q1 2026
Payne Capital Management, LLC
TRACKED
CIK 0001994332
$330.5M
AUM
79
positions
6
filings
latest Q1 2026
PayPay Securities Corp
TRACKED
CIK 0001908623
$4.1M
AUM
302
positions
2
filings
latest Q2 2026
PBCay One RSC Ltd
TRACKED
CIK 0002013737
$1.74B
AUM
18
positions
12
filings
latest Q2 2026
PB INVESTMENT PARTNERS, L.P.
TRACKED
CIK 0001910391
$127.1M
AUM
10
positions
12
filings
latest Q1 2026
PBMares Wealth Management LLC
TRACKED
CIK 0001801682
$616.9M
AUM
196
positions
2
filings
latest Q3 2025
PBU - The Pension Fund of Early Childhood & Youth Educators
TRACKED
CIK 0002103310
$4.42B
AUM
124
positions
2
filings
latest Q2 2026
PCA Investment Advisory Services Inc.
TRACKED
CIK 0001977044
$358.4M
AUM
59
positions
13
filings
latest Q2 2026
PCB Capital LLC
TRACKED
CIK 0002123661
$82.1M
AUM
114
positions
2
filings
latest Q2 2026
PCG ASSET MANAGEMENT, LLC
TRACKED
CIK 0002054906
$139.5M
AUM
84
positions
8
filings
latest Q2 2026
PCG Wealth Advisors, LLC
TRACKED
CIK 0001905393
$395.5M
AUM
164
positions
2
filings
latest Q1 2026
PCJ Investment Counsel Ltd.
TRACKED
CIK 0001426318
—
AUM
—
positions
12
filings
latest Q1 2026
PCM Encore, LLC
TRACKED
CIK 0002109846
$486.1M
AUM
445
positions
2
filings
latest Q1 2026
PDS Planning, Inc
TRACKED
CIK 0000838618
$1.52B
AUM
561
positions
2
filings
latest Q1 2026
PDT Partners, LLC
TRACKED
CIK 0001564702
$1.69B
AUM
527
positions
12
filings
latest Q1 2026
Peachtree Investment Partners, LLC
TRACKED
CIK 0001743863
$262.4M
AUM
129
positions
12
filings
latest Q1 2026
PEAK6 Investments LLC
TRACKED
CIK 0001756111
$44.78B
AUM
1,656
positions
2
filings
latest Q3 2024
PEAK6 LLC
TRACKED
CIK 0001389958
$42.61B
AUM
1,355
positions
10
filings
latest Q1 2026
Peak Asset Management, LLC
TRACKED
CIK 0001632512
$566.9M
AUM
147
positions
12
filings
latest Q1 2026
PEAK FINANCIAL ADVISORS LLC
TRACKED
CIK 0001843309
$241.5M
AUM
78
positions
2
filings
latest Q2 2026
Peak Financial Management, Inc.
TRACKED
CIK 0001669662
$435.5M
AUM
114
positions
2
filings
latest Q2 2026
Peak Planning Group, LLC
TRACKED
CIK 0002097384
$156.3M
AUM
90
positions
2
filings
latest Q3 2025
Peak Retirement Planning, Inc.
TRACKED
CIK 0002056697
$501.5M
AUM
152
positions
6
filings
latest Q1 2026
PeakShares LLC
TRACKED
CIK 0002113507
$108.9M
AUM
116
positions
2
filings
latest Q1 2026
Peak Wealth Management LLC
TRACKED
CIK 0002094948
$142.5M
AUM
59
positions
2
filings
latest Q2 2026
Peak XV Partners Operations LLC
TRACKED
CIK 0001886840
$109.9M
AUM
1
positions
14
filings
latest Q1 2026
PEAPACK GLADSTONE FINANCIAL CORP (PGC)
TRACKED
CIK 0001050743
$7.8M
AUM
651
positions
12
filings
latest Q1 2026
Peapod Lane Capital LLC
TRACKED
CIK 0002050979
$148.2M
AUM
61
positions
2
filings
latest Q2 2026
Pearl Planning LLC
TRACKED
CIK 0002100519
$217.4M
AUM
58
positions
2
filings
latest Q2 2026
Pearl River Capital, LLC
TRACKED
CIK 0001714260
—
AUM
1
positions
2
filings
latest Q3 2025
PEAVINE CAPITAL, LLC
TRACKED
CIK 0001594540
$471.6M
AUM
9
positions
2
filings
latest Q2 2026
PECAUT & CO.
TRACKED
CIK 0001597200
$308.0M
AUM
66
positions
13
filings
latest Q1 2026

Page 4 of 14

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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

Patriot Financial Partners GP II, L.P.

PATRIOT FINANCIAL PARTNERS GP, LP

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

PATRIZIA Pty Ltd

PATRON PARTNERS, LLC

Patten Group, Inc.

PATTEN & PATTEN INC/TN

PATTON ALBERTSON MILLER GROUP, LLC

PATTON FUND MANAGEMENT, INC.

Paul R. Ried Financial Group, LLC

PAULSON & CO. INC.

Paulson Wealth Management Inc.

Pavadi Capital LLC

Pavion Blue Capital, LLC

P.A.W. CAPITAL CORP

PAX Financial Group, LLC

PAYDEN & RYGEL

PAYDEN & RYGEL INVESTMENT GROUP

Payne Capital LLC

Payne Capital Management, LLC

PayPay Securities Corp

PBCay One RSC Ltd

PB INVESTMENT PARTNERS, L.P.

PBMares Wealth Management LLC

PBU - The Pension Fund of Early Childhood & Youth Educators

PCA Investment Advisory Services Inc.

PCB Capital LLC

PCG ASSET MANAGEMENT, LLC

PCG Wealth Advisors, LLC

PCJ Investment Counsel Ltd.

PCM Encore, LLC

PDS Planning, Inc

PDT Partners, LLC

Peachtree Investment Partners, LLC

PEAK6 Investments LLC

PEAK6 LLC

Peak Asset Management, LLC

PEAK FINANCIAL ADVISORS LLC

Peak Financial Management, Inc.

Peak Planning Group, LLC

Peak Retirement Planning, Inc.

PeakShares LLC

Peak Wealth Management LLC

Peak XV Partners Operations LLC

PEAPACK GLADSTONE FINANCIAL CORP (PGC)

Peapod Lane Capital LLC

Pearl Planning LLC

Pearl River Capital, LLC

PEAVINE CAPITAL, LLC

PECAUT & CO.