CAM
ML

Cresset Asset Management’s MoneyLion Inc. ML Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-3,747
Closed -$324K – 1837
2025
Q1 		$324K Sell
3,747
-1,737
-32% -$151K ﹤0.01% 1270
2024
Q4 		$472K Sell
5,484
-1,123
-17% -$75.8K ﹤0.01% 1115
2024
Q3 		$275K Buy
6,607
+1,524
+30% +$82.6K ﹤0.01% 1843
2024
Q2 		$374K Buy
+5,083
New +$399K ﹤0.01% 1597

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cresset Asset Management's ML Position: Q2 2025 in Review

Cresset Asset Management sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 3,747 shares — an estimated $324K sold.

Cresset Asset Management first reported a position in ML in Q2 2024 and held it in 4 quarters. The position peaked at $472K in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Cresset Asset Management reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 3,747 MoneyLion Inc. shares in Q2 2025, an estimated $324K.
  • Cresset Asset Management first reported a position in MoneyLion Inc. in Q2 2024 and held it in 4 quarters.
  • Cresset Asset Management's MoneyLion Inc. position peaked at $472K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.