Steven Cohen’s Moelis & Co MC Stock Holding History

Steven Cohen’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	-126,688	Closed	-$7.39M	–	2441
2025 Q1	$7.39M	Buy	+126,688	New	+$8.93M	0.02%	787
2022 Q1	–	Sell	-13,900	Closed	-$869K	–	1298
2021 Q4	$869K	Buy	13,900 +11,300	+435%	+$757K	﹤0.01%	933
2021 Q3	$161K	Buy	+2,600	New	+$156K	﹤0.01%	972
2021 Q1	–	Sell	-89,500	Closed	-$4.18M	–	1087
2020 Q4	$4.18M	Buy	+89,500	New	+$3.6M	0.02%	612
2019 Q4	–	Sell	-115,000	Closed	-$3.78M	–	1126
2019 Q3	$3.78M	Sell	115,000 -231,154	-67%	-$7.84M	0.02%	502
2019 Q2	$12.1M	Buy	+346,154	New	+$12.5M	0.06%	348
2018 Q4	–	Sell	-87,000	Closed	-$4.77M	–	1114
2018 Q3	$4.77M	Buy	+87,000	New	+$5.1M	0.02%	607

Other funds holding MC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steven Cohen's MC Position: Q2 2025 in Review

Steven Cohen sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 126,688 shares — an estimated $7.39M sold.

Steven Cohen first reported a position in MC in Q3 2018 and held it in 7 quarters. The position peaked at $12.1M in Q2 2019. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

Steven Cohen reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
Steven Cohen sold 126,688 Moelis & Co shares in Q2 2025, an estimated $7.39M.
Steven Cohen first reported a position in Moelis & Co in Q3 2018 and held it in 7 quarters.
Steven Cohen's Moelis & Co position peaked at $12.1M in Q2 2019.
375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Point72 Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.