UBS O'Connor’s MoneyLion Inc. ML Stock Holding History

UBS O'Connor’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	-436,111	Closed	-$37.7M	–	479
2025 Q1	$37.7M	Buy	436,111 +191,621	+78%	+$16.6M	0.89%	17
2024 Q4	$21M	Buy	+244,490	New	+$16.5M	0.52%	26
2021 Q1	–	Sell	-19,771	Closed	-$6.7M	–	985
2020 Q4	$6.7M	Buy	+19,771	New	+$5.94M	0.14%	159

Other funds holding ML

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

UBS O'Connor's ML Position: Q2 2025 in Review

UBS O'Connor sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 436,111 shares — an estimated $37.7M sold.

UBS O'Connor first reported a position in ML in Q4 2020 and held it in 3 quarters. The position peaked at $37.7M in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

UBS O'Connor reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 436,111 MoneyLion Inc. shares in Q2 2025, an estimated $37.7M.
UBS O'Connor first reported a position in MoneyLion Inc. in Q4 2020 and held it in 3 quarters.
UBS O'Connor's MoneyLion Inc. position peaked at $37.7M in Q1 2025.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.