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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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$23.1K 313 -495 -61%
LC
302
Lindbrook Capital
California
$20.2K 273
GRP
303
Global Retirement Partners
California
$19.1K 258 -105 -29%
RA
304
Rise Advisors
New York
$17.1K 231 +2 +0.9%
Bessemer Group
305
Bessemer Group
New Jersey
$16K 211 +86 +69%
CAL
306
Capital Advisors Ltd
Ohio
$15K 200
BTI
307
Blue Trust Inc
Georgia
$15K 203 -878 -81%
NA
308
NewEdge Advisors
Louisiana
$14.6K 198
EWA
309
EverSource Wealth Advisors
Alabama
$14K 190 +67 +54%
AAP
310
Arax Advisory Partners
Colorado
$13.7K 185 +30 +19%
SS
311
SBI Securities
Japan
$13.1K 177 +177 New
PWMG
312
Private Wealth Management Group
New Jersey
$10.9K 147
CFGS
313
Concourse Financial Group Securities
Alabama
$10K 128
WA
314
WPG Advisers
Maryland
$9.83K 133 +133 New
SIC
315
Salem Investment Counselors
North Carolina
$7.76K 105
RIL
316
Rothschild Investment LLC
Illinois
$6.65K 90 +10 +13%
ETC
317
Exchange Traded Concepts
Oklahoma
$5.98K 81 +81 New
GWM
318
Geneos Wealth Management
Colorado
$5.76K 78 +38 +95%
PS
319
Principal Securities
Iowa
$5.62K 76
SCM
320
Sterling Capital Management
North Carolina
$5.39K 73 +2 +3%
Mitsubishi UFJ Asset Management
321
Mitsubishi UFJ Asset Management
Japan
$5.39K 72
HNW
322
High Note Wealth
Minnesota
$5.1K 69 +69 New
BIA
323
Bell Investment Advisors
California
$4.36K 59
KFI
324
Key Financial Inc
Pennsylvania
$4.36K 59 +59 New
NB
325
NBT Bank
New York
$4.29K 58