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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
PTC
276
Private Trust Company
Ohio
$81.7K +$3.33K +46 +4%
WTC
277
WhitTier Trust Company
Nevada
$81.2K – – –
IA
278
IFP Advisors
Florida
$80.1K +$1.52K +21 +2%
FFA
279
Farther Finance Advisors
California
$76.1K -$12.1K -167 -14%
SAM
280
Smartleaf Asset Management
Massachusetts
$75.4K +$57.8K +799 +368%
Ohio Public Employees Retirement System (OPERS)
281
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.3K -$2.01M -27,766 -97%
FHA
282
First Horizon Advisors
Tennessee
$73.8K -$7.24K -100 -9%
CI Investments Inc
283
CI Investments Inc
Ontario, Canada
$69K +$67.2K +929 New
BC
284
Bayforest Capital
United Kingdom
$63.1K +$61.8K +854 New
A
285
AlphaQuest
New York
$61.2K +$60K +829 New
Jones Financial Companies
286
Jones Financial Companies
Missouri
$60.7K +$35.5K +491 +148%
MCM
287
MAI Capital Management
Ohio
$59.1K +$57.9K +800 New
EBA
288
Eagle Bay Advisors
New York
$56.9K – – –
CT
289
Colonial Trust
South Carolina
$54.8K -$2.6K -36 -5%
RS
290
R Squared
Hong Kong
$46.5K +$45.6K +630 New
AWM
291
Avior Wealth Management
Nebraska
$43K -$16.1K -222 -28%
HCP
292
Hexagon Capital Partners
Arkansas
$37.6K -$15.7K -217 -30%
CA
293
Clearstead Advisors
Ohio
$37.3K -$7.09K -98 -16%
QCG
294
Quadrant Capital Group
Ohio
$35.8K +$2.53K +35 +8%
UB
295
UMB Bank
Missouri
$35.6K – – –
HT
296
Headlands Technologies
Illinois
$31K +$30.3K +419 New
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$29.7K +$9.91K +137 +52%
Nomura Asset Management
298
Nomura Asset Management
Japan
$28.1K – – –
TCOV
299
Trust Company of Vermont
Vermont
$27.4K – – –
CSB
300
City State Bank
Iowa
$25.9K – – –
10 11
12
13 14

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.