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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
AWM
251
AE Wealth Management
Kansas
$260K +$255K +3,520 New
SQA
252
Simon Quick Advisors
New Jersey
$256K -$5.36K -74 -2%
DWM
253
Dakota Wealth Management
Florida
$256K +$250K +3,459 New
LCWP
254
Legacy Capital Wealth Partners
Arkansas
$245K -$251K -3,468 -51%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$242K +$237K +3,270 New
TW
256
Trajan Wealth
Arizona
$231K -$25K -346 -10%
VA
257
Vident Advisory
Georgia
$229K -$13.8K -191 -6%
GT
258
Glenmede Trust
Pennsylvania
$225K +$220K +3,045 New
KBC Group
259
KBC Group
Belgium
$224K +$70K +967 +47%
PCM
260
Princeton Capital Management
New Jersey
$222K +$217K +3,000 New
DCM
261
DGS Capital Management
New Jersey
$218K – – –
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$210K +$205K +2,837 New
PWG
263
Portside Wealth Group
Utah
$209K +$205K +2,834 New
JWS
264
Juncture Wealth Strategies
Arizona
$207K +$203K +2,800 New
QCM
265
Quantinno Capital Management
New York
$206K +$202K +2,793 New
LIM
266
Leavell Investment Management
Alabama
$204K +$199K +2,757 New
SCM
267
Shelton Capital Management
Colorado
$203K -$18.5K -256 -9%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$187K +$10.1K +140 +6%
Walleye Trading
269
Walleye Trading
New York
$148K +$22.9K +317 +19%
KIM
270
Kestra Investment Management
Texas
$146K +$143K +1,971 New
HFM
271
Harvest Fund Management
China
$140K – – –
HPC
272
HM Payson & Co
Maine
$116K – – –
PA
273
Parallel Advisors
California
$101K -$1.08K -15 -1%
GI
274
GAMMA Investing
California
$86.8K +$13K +180 +18%
S
275
SignatureFD
Georgia
$86.5K -$2.1K -29 -2%
9 10
11
12 13

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.