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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 %
EBA
276
Eagle Bay Advisors
New York
$52.8K 770
HCP
277
Hexagon Capital Partners
Arkansas
$49.7K 726 +10 +1%
CA
278
Clearstead Advisors
Ohio
$41.3K 603 -4,967 -89%
UB
279
UMB Bank
Missouri
$33K 482 -15 -3%
QCG
280
Quadrant Capital Group
Ohio
$30.8K 450
Allspring Global Investments
281
Allspring Global Investments
North Carolina
$28.3K 413
RWM
282
Reston Wealth Management
Virginia
$26.5K 387 +387 New
Nomura Asset Management
283
Nomura Asset Management
Japan
$26K 380
TCOV
284
Trust Company of Vermont
Vermont
$25.4K 371
GRP
285
Global Retirement Partners
California
$24.9K 363 +2 +0.6%
CSB
286
City State Bank
Iowa
$24K 350
Jones Financial Companies
287
Jones Financial Companies
Missouri
$22.8K 331 +142 +75%
FCM
288
Fourpath Capital Management
Oklahoma
$19.6K 286 +286 New
LC
289
Lindbrook Capital
California
$18.7K 273
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$17.9K 261
RA
291
Rise Advisors
New York
$15.7K 229 +1 +0.4%
ATS
292
Ashton Thomas Securities
New York
$15.6K 228 +228 New
SAM
293
Smartleaf Asset Management
Massachusetts
$15K 217 -32 -13%
QL
294
Quarry LP
New York
$14.8K 216 +216 New
CAL
295
Capital Advisors Ltd
Ohio
$14K 200
NA
296
NewEdge Advisors
Louisiana
$13.6K 198
AAP
297
Arax Advisory Partners
Colorado
$10.6K 155
PWMG
298
Private Wealth Management Group
New Jersey
$10.1K 147
Bessemer Group
299
Bessemer Group
New Jersey
$9K 125 +70 +127%
CFGS
300
Concourse Financial Group Securities
Alabama
$8.77K 128 -3 -2%