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Moelis & Co
MC

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332 → 351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86% → 100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$20.3M
3
FAM
Fred Alger Management
New York
+$16.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.4M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$11.4M

Top Sellers

1
HCL
Heard Capital LLC
Illinois
-$69.2M
2
TAM
Timucuan Asset Management
Florida
-$42.3M
3
WHG
Westwood Holdings Group
Texas
-$33.3M
4
MAM
Madison Asset Management
Wisconsin
-$28.5M
5
WA
Wasatch Advisors
Utah
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$440K +$11.4K +158 +3%
PAG
227
Private Advisor Group
New Jersey
$439K -$47.4K -655 -10%
ECM
228
ExodusPoint Capital Management
New York
$421K -$5.84M -80,756 -93%
TCM
229
Teza Capital Management
Illinois
$418K -$4.99K -69 -1%
ET
230
Entropy Technologies
New York
$412K +$403K +5,575 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$411K +$50K +691 +14%
KPWS
232
Kestra Private Wealth Services
Texas
$383K +$375K +5,187 New
X
233
Xponance
Pennsylvania
$375K +$31.8K +440 +9%
Verition Fund Management
234
Verition Fund Management
Connecticut
$364K -$466K -6,442 -57%
FRM
235
Fox Run Management
Connecticut
$362K +$354K +4,895 New
CL
236
Choreo LLC
Illinois
$358K +$13.5K +187 +4%
EH
237
Equitable Holdings
New York
$340K – – –
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$335K +$328K +4,530 New
TW
239
TritonPoint Wealth
Maryland
$332K – – –
HFO
240
Heritage Family Offices
Arizona
$330K +$15.4K +213 +5%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$325K +$23.5K +325 +8%
IWC
242
Integrated Wealth Concepts
Massachusetts
$323K -$12.5K -173 -4%
SCA
243
Snowden Capital Advisors
New York
$307K -$4.2K -58 -1%
TRCT
244
Tower Research Capital (TRC)
New York
$297K +$157K +2,170 +118%
PA
245
Profund Advisors
Maryland
$291K +$19.7K +272 +7%
XT
246
XTX Topco
Cayman Islands
$283K -$717K -9,902 -72%
PFW
247
Petros Family Wealth
Minnesota
$283K +$277K +3,830 New
RSWM
248
Robertson Stephens Wealth Management
California
$275K +$21.9K +302 +9%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$264K -$34K -470 -12%
VWM
250
Venturi Wealth Management
Texas
$261K -$211K -2,912 -45%
8 9
10
11 12

MC Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2024, worth a combined $5.26B — up 7% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MC positions and 41 closed out — a net gain of 24 holders — while 115 added to existing stakes and 118 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $35.8M. The largest seller was Heard Capital LLC, cutting an estimated $69.2M.

  • 351 institutional investors held Moelis & Co (MC) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $5.26B of Moelis & Co stock for Q4 2024, up 7% quarter-over-quarter.
  • 65 funds opened new Moelis & Co positions in Q4 2024 and 41 closed out, a net change of +24 holders.
  • The largest Moelis & Co buyer in Q4 2024 was Balyasny Asset Management, an estimated $35.8M added.
  • The largest Moelis & Co seller in Q4 2024 was Heard Capital LLC, an estimated $69.2M sold.

Based on aggregated 13F filings for Q4 2024.