OCM
ML

Orion Capital Management’s MoneyLion Inc. ML Stock Holding History

Orion Capital 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
-1,106
Closed -$95.7K – 492
2025
Q1 		$95.7K Sell
1,106
-200
-15% -$17.4K 0.04% 178
2024
Q4 		$112K Buy
+1,306
New +$88.1K 0.05% 158
2024
Q3 		– Sell
-832
Closed -$61.2K – 440
2024
Q2 		$61.2K Sell
832
-1,463
-64% -$115K 0.03% 205
2024
Q1 		$164K Hold
2,295
– – 0.09% 135
2023
Q4 		$144K Hold
2,295
– – 0.08% 143
2023
Q3 		$49.7K Buy
+2,295
New +$37.9K 0.03% 227

Other funds holding ML

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

Orion Capital Management's ML Position: Q2 2025 in Review

Orion Capital Management sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 1,106 shares — an estimated $95.7K sold.

Orion Capital Management first reported a position in ML in Q3 2023 and held it in 6 quarters. The position peaked at $164K in Q1 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Orion Capital Management reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Orion Capital Management sold 1,106 MoneyLion Inc. shares in Q2 2025, an estimated $95.7K.
  • Orion Capital Management first reported a position in MoneyLion Inc. in Q3 2023 and held it in 6 quarters.
  • Orion Capital Management's MoneyLion Inc. position peaked at $164K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Orion Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.