Creative Planning
ML

Creative Planning’s MoneyLion Inc. ML Stock Holding History

Creative Planning’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-487
Closed -$41.9K – 3797
2024
Q4 		$41.9K Buy
+487
New +$32.9K ﹤0.01% 3268
2023
Q2 		– Sell
-3,735
Closed -$63.6K – 2894
2023
Q1 		$63.6K Buy
3,735
+282
+8% +$5.86K ﹤0.01% 2305
2022
Q4 		$64.2K Buy
3,453
+2,270
+192% +$55.9K ﹤0.01% 2199
2022
Q3 		$32K Buy
+1,183
New +$54.3K ﹤0.01% 2156
2021
Q2 		– Sell
-487
Closed -$145K – 2692
2021
Q1 		$145K Buy
+487
New +$163K ﹤0.01% 2177

Other funds holding ML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Creative Planning's ML Position: Q1 2025 in Review

Creative Planning sold out of MoneyLion Inc. (ML) in Q1 2025, closing a stake of 487 shares — an estimated $41.9K sold.

Creative Planning first reported a position in ML in Q1 2021 and held it in 5 quarters. The position peaked at $145K in Q1 2021. 149 funds tracked by Wall St. Rank hold ML as of Q1 2025.

  • Creative Planning reported no remaining MoneyLion Inc. position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 487 MoneyLion Inc. shares in Q1 2025, an estimated $41.9K.
  • Creative Planning first reported a position in MoneyLion Inc. in Q1 2021 and held it in 5 quarters.
  • Creative Planning's MoneyLion Inc. position peaked at $145K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.