MC icon

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 %
EWA
301
EverSource Wealth Advisors
Alabama
$8.43K 123 +25 +26%
JIP
302
Jaffetilchin Investment Partners
Florida
$7.23K 106 +106 New
SIC
303
Salem Investment Counselors
North Carolina
$7.19K 105 +105 New
RIL
304
Rothschild Investment LLC
Illinois
$5.48K 80 +35 +78%
PS
305
Principal Securities
Iowa
$5.21K 76
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$4.93K 72
SCM
307
Sterling Capital Management
North Carolina
$4.86K 71 +71 New
BIA
308
Bell Investment Advisors
California
$4.04K 59
NB
309
NBT Bank
New York
$3.95K 58 +1 +2%
FNWA
310
Financial Network Wealth Advisors
Utah
$3.84K 56 -56 -50%
VCM
311
Versant Capital Management
Arizona
$3.49K 51
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$3.08K 45
SIS
313
Sound Income Strategies
Florida
$3.01K 44
GWM
314
Geneos Wealth Management
Colorado
$2.74K 40 +40 New
HNB
315
Huntington National Bank
Ohio
$2.67K 39
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$2.67K 39
AF
317
Allworth Financial
California
$2.12K 31
JWA
318
JFS Wealth Advisors
Pennsylvania
$1.99K 29
WIM
319
Westside Investment Management
California
$1.99K 29
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$1.71K 25 +25 New
CFO
321
CVA Family Office
Colorado
$1.23K 18 +8 +80%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$960 14 -105 -88%
CPA
323
Capital Performance Advisors
California
$754 11 +11 New
AWM
324
Abound Wealth Management
Tennessee
$549 8
SIC
325
SJS Investment Consulting
Ohio
$480 7