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Moelis & Co
MC

Overview Fund Activity

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

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
326
Human Investing
Oregon
$3.99K 54 +54 New
VCM
327
Versant Capital Management
Arizona
$3.77K 51 – –
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$3.33K 45 – –
SIS
329
Sound Income Strategies
Florida
$3.25K 44 – –
TC
330
Truvestments Capital
Florida
$3.03K 41 +41 New
PSFG
331
Park Square Financial Group
Georgia
$2.96K 40 +40 New
HNB
332
Huntington National Bank
Ohio
$2.88K 39 – –
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$2.88K 39 – –
AF
334
Allworth Financial
California
$2.43K 31 – –
JWA
335
JFS Wealth Advisors
Pennsylvania
$2.14K 29 – –
WIM
336
Westside Investment Management
California
$2.14K 29 – –
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$1.85K 25 – –
CFO
338
CVA Family Office
Colorado
$1.33K 18 – –
PFBT
339
Parkside Financial Bank & Trust
Missouri
$1.04K 14 – –
SIC
340
SJS Investment Consulting
Ohio
$518 7 – –
WCM
341
WealthTrak Capital Management
Virginia
$370 5 +5 New
Q1WB
342
Quest 10 Wealth Builders
Virginia
$369 5 +5 New
LFG
343
Larson Financial Group
Missouri
$296 4 – –
AWM
344
Abound Wealth Management
Tennessee
$222 3 -5 -63%
TWD
345
True Wealth Design
Ohio
$222 3 +3 New
AssetMark Inc
346
AssetMark Inc
California
$148 2 +2 New
BIG
347
Brooklyn Investment Group
New York
$74 1 +1 New
PWM
348
Parkworth Wealth Management
California
$74 1 +1 New
CAWM
349
Capital A Wealth Management
Pennsylvania
$74 1 +1 New
OP
350
ORG Partners
Indiana
– – – –
12 13
14
15 16