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Moelis & Co

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
Name Market Value Shares Shares
Change
Shares
Change %
PTC
276
Private Trust Company
Ohio
$81.7K 1,106 +46 +4%
WTC
277
WhitTier Trust Company
Nevada
$81.2K 1,099
IA
278
IFP Advisors
Florida
$80.1K 1,084 +21 +2%
FFA
279
Farther Finance Advisors
California
$76.1K 1,030 -167 -14%
SAM
280
Smartleaf Asset Management
Massachusetts
$75.4K 1,016 +799 +368%
Ohio Public Employees Retirement System (OPERS)
281
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.3K 1,006 -27,766 -97%
FHA
282
First Horizon Advisors
Tennessee
$73.8K 999 -100 -9%
CI Investments Inc
283
CI Investments Inc
Ontario, Canada
$69K 929 +929 New
BC
284
Bayforest Capital
United Kingdom
$63.1K 854 +854 New
A
285
AlphaQuest
New York
$61.2K 829 +829 New
Jones Financial Companies
286
Jones Financial Companies
Missouri
$60.7K 822 +491 +148%
MCM
287
MAI Capital Management
Ohio
$59.1K 800 +800 New
EBA
288
Eagle Bay Advisors
New York
$56.9K 770
CT
289
Colonial Trust
South Carolina
$54.8K 741 -36 -5%
RS
290
R Squared
Hong Kong
$46.5K 630 +630 New
AWM
291
Avior Wealth Management
Nebraska
$43K 582 -222 -28%
HCP
292
Hexagon Capital Partners
Arkansas
$37.6K 509 -217 -30%
CA
293
Clearstead Advisors
Ohio
$37.3K 505 -98 -16%
QCG
294
Quadrant Capital Group
Ohio
$35.8K 485 +35 +8%
UB
295
UMB Bank
Missouri
$35.6K 482
HT
296
Headlands Technologies
Illinois
$31K 419 +419 New
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$29.7K 398 +137 +52%
Nomura Asset Management
298
Nomura Asset Management
Japan
$28.1K 380
TCOV
299
Trust Company of Vermont
Vermont
$27.4K 371
CSB
300
City State Bank
Iowa
$25.9K 350