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Moelis & Co

330 hedge funds and large institutions have $4.86B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
330
Holders Change
+37
Holders Change %
+12.63%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
62
Increased
112
Reduced
105
Closed
22
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Market Value Shares Shares
Change
Shares
Change %
SCM
251
Shelton Capital Management
Colorado
$206K 3,003 +3,003 New
DCM
252
DGS Capital Management
New Jersey
$202K 2,945 +2,945 New
MYIA
253
Mount Yale Investment Advisors
Colorado
$185K 2,707 +2,707 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$164K 2,396 +48 +2%
KBC Group
255
KBC Group
Belgium
$142K 2,068 +405 +24%
HFM
256
Harvest Fund Management
China
$130K 1,895 +1,895 New
TRCT
257
Tower Research Capital (TRC)
New York
$126K 1,845 -11,909 -87%
Walleye Trading
258
Walleye Trading
New York
$116K 1,692 +1,692 New
SOW
259
State of Wyoming
Wyoming
$114K 1,667 +84 +5%
HPC
260
HM Payson & Co
Maine
$108K 1,573
PMFA
261
Plante Moran Financial Advisors
Michigan
$106K 1,553 +1,553 New
PA
262
Parallel Advisors
California
$95.1K 1,388 -153 -10%
S
263
SignatureFD
Georgia
$82.2K 1,200 -14 -1%
FFA
264
Farther Finance Advisors
California
$82K 1,197 +69 +6%
Walleye Capital
265
Walleye Capital
New York
$78K 1,139 -1,947 -63%
FHA
266
First Horizon Advisors
Tennessee
$75.3K 1,099
WTC
267
WhitTier Trust Company
Nevada
$75.3K 1,099 +1,099 New
IA
268
IFP Advisors
Florida
$72.8K 1,063 +984 +1,246%
PTC
269
Private Trust Company
Ohio
$72.6K 1,060
GI
270
GAMMA Investing
California
$68.2K 995 +534 +116%
CFM
271
Catalyst Funds Management
Australia
$61.7K 900 +900 New
BTI
272
Blue Trust Inc
Georgia
$61.5K 1,081 +712 +193%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$55.4K 808 +628 +349%
AWM
274
Avior Wealth Management
Nebraska
$55.1K 804 -24 -3%
CT
275
Colonial Trust
South Carolina
$53.2K 777 +77 +11%