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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 %
AWM
251
AE Wealth Management
Kansas
$260K 3,520 +3,520 New
SQA
252
Simon Quick Advisors
New Jersey
$256K 3,468 -74 -2%
DWM
253
Dakota Wealth Management
Florida
$256K 3,459 +3,459 New
LCWP
254
Legacy Capital Wealth Partners
Arkansas
$245K 3,313 -3,468 -51%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$242K 3,270 +3,270 New
TW
256
Trajan Wealth
Arizona
$231K 3,132 -346 -10%
VA
257
Vident Advisory
Georgia
$229K 3,099 -191 -6%
GT
258
Glenmede Trust
Pennsylvania
$225K 3,045 +3,045 New
KBC Group
259
KBC Group
Belgium
$224K 3,035 +967 +47%
PCM
260
Princeton Capital Management
New Jersey
$222K 3,000 +3,000 New
DCM
261
DGS Capital Management
New Jersey
$218K 2,945 – –
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$210K 2,837 +2,837 New
PWG
263
Portside Wealth Group
Utah
$209K 2,834 +2,834 New
JWS
264
Juncture Wealth Strategies
Arizona
$207K 2,800 +2,800 New
QCM
265
Quantinno Capital Management
New York
$206K 2,793 +2,793 New
LIM
266
Leavell Investment Management
Alabama
$204K 2,757 +2,757 New
SCM
267
Shelton Capital Management
Colorado
$203K 2,747 -256 -9%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$187K 2,536 +140 +6%
Walleye Trading
269
Walleye Trading
New York
$148K 2,009 +317 +19%
KIM
270
Kestra Investment Management
Texas
$146K 1,971 +1,971 New
HFM
271
Harvest Fund Management
China
$140K 1,895 – –
HPC
272
HM Payson & Co
Maine
$116K 1,573 – –
PA
273
Parallel Advisors
California
$101K 1,373 -15 -1%
GI
274
GAMMA Investing
California
$86.8K 1,175 +180 +18%
S
275
SignatureFD
Georgia
$86.5K 1,171 -29 -2%
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11
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