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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$440K 5,958 +158 +3%
PAG
227
Private Advisor Group
New Jersey
$439K 5,939 -655 -10%
ECM
228
ExodusPoint Capital Management
New York
$421K 5,696 -80,756 -93%
TCM
229
Teza Capital Management
Illinois
$418K 5,664 -69 -1%
ET
230
Entropy Technologies
New York
$412K 5,575 +5,575 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$411K 5,569 +691 +14%
KPWS
232
Kestra Private Wealth Services
Texas
$383K 5,187 +5,187 New
X
233
Xponance
Pennsylvania
$375K 5,079 +440 +9%
Verition Fund Management
234
Verition Fund Management
Connecticut
$364K 4,923 -6,442 -57%
FRM
235
Fox Run Management
Connecticut
$362K 4,895 +4,895 New
CL
236
Choreo LLC
Illinois
$358K 4,831 +187 +4%
EH
237
Equitable Holdings
New York
$340K 4,600 – –
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$335K 4,530 +4,530 New
TW
239
TritonPoint Wealth
Maryland
$332K 4,492 – –
HFO
240
Heritage Family Offices
Arizona
$330K 4,464 +213 +5%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$325K 4,405 +325 +8%
IWC
242
Integrated Wealth Concepts
Massachusetts
$323K 4,367 -173 -4%
SCA
243
Snowden Capital Advisors
New York
$307K 4,162 -58 -1%
TRCT
244
Tower Research Capital (TRC)
New York
$297K 4,015 +2,170 +118%
PA
245
Profund Advisors
Maryland
$291K 3,937 +272 +7%
XT
246
XTX Topco
Cayman Islands
$283K 3,834 -9,902 -72%
PFW
247
Petros Family Wealth
Minnesota
$283K 3,830 +3,830 New
RSWM
248
Robertson Stephens Wealth Management
California
$275K 3,717 +302 +9%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$264K 3,573 -470 -12%
VWM
250
Venturi Wealth Management
Texas
$261K 3,531 -2,912 -45%
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