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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
NB
326
NBT Bank
New York
$4.29K – – –
HI
327
Human Investing
Oregon
$3.99K +$3.91K +54 New
VCM
328
Versant Capital Management
Arizona
$3.77K – – –
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$3.33K – – –
SIS
330
Sound Income Strategies
Florida
$3.25K – – –
TC
331
Truvestments Capital
Florida
$3.03K +$2.97K +41 New
PSFG
332
Park Square Financial Group
Georgia
$2.96K +$2.89K +40 New
HNB
333
Huntington National Bank
Ohio
$2.88K – – –
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$2.88K – – –
AF
335
Allworth Financial
California
$2.43K – – –
JWA
336
JFS Wealth Advisors
Pennsylvania
$2.14K – – –
WIM
337
Westside Investment Management
California
$2.14K – – –
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$1.85K – – –
CFO
339
CVA Family Office
Colorado
$1.33K – – –
PFBT
340
Parkside Financial Bank & Trust
Missouri
$1.03K – – –
SIC
341
SJS Investment Consulting
Ohio
$518 – – –
WCM
342
WealthTrak Capital Management
Virginia
$370 +$362 +5 New
Q1WB
343
Quest 10 Wealth Builders
Virginia
$369 +$362 +5 New
LFG
344
Larson Financial Group
Missouri
$296 – – –
AWM
345
Abound Wealth Management
Tennessee
$222 -$362 -5 -63%
TWD
346
True Wealth Design
Ohio
$222 +$217 +3 New
AssetMark Inc
347
AssetMark Inc
California
$148 +$145 +2 New
BIG
348
Brooklyn Investment Group
New York
$74 +$72 +1 New
CAWM
349
Capital A Wealth Management
Pennsylvania
$74 +$72 +1 New
PWM
350
Parkworth Wealth Management
California
$74 +$72 +1 New
12 13
14
15 16

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.