MC icon

Moelis & Co

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M
Name Market Value Shares Shares
Change
Shares
Change %
GRP
251
Global Retirement Partners
California
$20.5K 361 +86 +31%
CSB
252
City State Bank
Iowa
$19.9K 350
BFPW
253
BOK Financial Private Wealth
Colorado
$17.1K 300 +300 New
LC
254
Lindbrook Capital
California
$15.5K 273
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$15.1K 261 -200 -43%
SAM
256
Smartleaf Asset Management
Massachusetts
$13.6K 249 +170 +215%
RA
257
Rise Advisors
New York
$12.9K 228 +3 +1%
NA
258
NewEdge Advisors
Louisiana
$11.3K 198 -78 -28%
CAL
259
Capital Advisors Ltd
Ohio
$11K 200 +200 New
Jones Financial Companies
260
Jones Financial Companies
Missouri
$10.7K 189 +189 New
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$10.2K 180 +44 +32%
AAP
262
Arax Advisory Partners
Colorado
$8.81K 155 +155 New
PWMG
263
Private Wealth Management Group
New Jersey
$8.36K 147 +82 +126%
CFGS
264
Concourse Financial Group Securities
Alabama
$7.45K 131 -1 -0.8%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$6.77K 119 +4 +3%
EWA
266
EverSource Wealth Advisors
Alabama
$6.66K 98 +14 +17%
FNWA
267
Financial Network Wealth Advisors
Utah
$6.66K 112 +112 New
IA
268
IFP Advisors
Florida
$4.49K 79
PS
269
Principal Securities
Iowa
$4.32K 76
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$4.09K 72
BIA
271
Bell Investment Advisors
California
$3.36K 59
NB
272
NBT Bank
New York
$3.25K 57
IAIM
273
International Assets Investment Management
Florida
$3.24K 57 +57 New
BWP
274
Baldwin Wealth Partners
Massachusetts
$3.07K 54 +54 New
Bessemer Group
275
Bessemer Group
New Jersey
$3K 55