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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
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$23.1K -$35.8K -495 -61%
LC
302
Lindbrook Capital
California
$20.2K – – –
GRP
303
Global Retirement Partners
California
$19.1K -$7.6K -105 -29%
RA
304
Rise Advisors
New York
$17.1K +$145 +2 +0.9%
Bessemer Group
305
Bessemer Group
New Jersey
$16K +$6.22K +86 +69%
CAL
306
Capital Advisors Ltd
Ohio
$15K – – –
BTI
307
Blue Trust Inc
Georgia
$15K -$63.5K -878 -81%
NA
308
NewEdge Advisors
Louisiana
$14.6K – – –
EWA
309
EverSource Wealth Advisors
Alabama
$14K +$4.85K +67 +54%
AAP
310
Arax Advisory Partners
Colorado
$13.7K +$2.17K +30 +19%
SS
311
SBI Securities
Japan
$13.1K +$12.8K +177 New
PWMG
312
Private Wealth Management Group
New Jersey
$10.9K – – –
CFGS
313
Concourse Financial Group Securities
Alabama
$10K – – –
WA
314
WPG Advisers
Maryland
$9.83K +$9.62K +133 New
SIC
315
Salem Investment Counselors
North Carolina
$7.76K – – –
DB
316
Danske Bank
Denmark
$7.39K -$21.7K -300 -75%
RIL
317
Rothschild Investment LLC
Illinois
$6.65K +$724 +10 +13%
ETC
318
Exchange Traded Concepts
Oklahoma
$5.98K +$5.86K +81 New
GWM
319
Geneos Wealth Management
Colorado
$5.76K +$2.75K +38 +95%
PS
320
Principal Securities
Iowa
$5.62K – – –
SCM
321
Sterling Capital Management
North Carolina
$5.39K +$145 +2 +3%
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$5.39K – – –
HNW
323
High Note Wealth
Minnesota
$5.1K +$4.99K +69 New
BIA
324
Bell Investment Advisors
California
$4.36K – – –
KFI
325
Key Financial Inc
Pennsylvania
$4.36K +$4.27K +59 New
11 12
13
14 15

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.