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Hodges Capital Management’s Moelis & Co MC Stock Holding History

Hodges Capital Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,715
Closed -$334K – 219
2025
Q1 		$334K Sell
5,715
-118,125
-95% -$8.33M 0.03% 187
2024
Q4 		$9.15M Buy
+123,840
New +$8.96M 0.55% 61
2020
Q1 		– Sell
-7,415
Closed -$237K – 208
2019
Q4 		$237K Sell
7,415
-109,585
-94% -$3.59M 0.03% 190
2019
Q3 		$3.84M Buy
+117,000
New +$3.97M 0.44% 73
2018
Q3 		– Sell
-149,230
Closed -$8.75M – 260
2018
Q2 		$8.75M Sell
149,230
-25,390
-15% -$1.46M 0.65% 53
2018
Q1 		$8.88M Buy
+174,620
New +$8.95M 0.7% 43

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hodges Capital Management's MC Position: Q2 2025 in Review

Hodges Capital Management sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 5,715 shares — an estimated $334K sold.

Hodges Capital Management first reported a position in MC in Q1 2018 and held it in 6 quarters. The position peaked at $9.15M in Q4 2024. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Hodges Capital Management reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Hodges Capital Management sold 5,715 Moelis & Co shares in Q2 2025, an estimated $334K.
  • Hodges Capital Management first reported a position in Moelis & Co in Q1 2018 and held it in 6 quarters.
  • Hodges Capital Management's Moelis & Co position peaked at $9.15M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Hodges Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.