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 %
QPW
176
Quantum Private Wealth
Florida
$805K 11,752
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$805K 11,751
Verition Fund Management
178
Verition Fund Management
Connecticut
$779K 11,365 +11,365 New
CIP
179
Cornerstone Investment Partners
Georgia
$776K 11,325 -38,687 -77%
US Bancorp
180
US Bancorp
Minnesota
$735K 10,722 +2,256 +27%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$716K 10,458 +10,458 New
NGA
182
Naples Global Advisors
Florida
$697K 10,171
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$692K 10,096 +815 +9%
ACM
184
Aster Capital Management
United Arab Emirates
$677K 9,880 +9,880 New
WB
185
WesBanco Bank
West Virginia
$672K 9,809
SPIA
186
Steward Partners Investment Advisory
New York
$667K 9,742 +517 +6%
P
187
Pitcairn
Pennsylvania
$650K 9,430 -684 -7%
ECM
188
Everence Capital Management
Indiana
$647K 9,440 +1,750 +23%
VF
189
Virtu Financial
New York
$633K 9,242 +9,242 New
PI
190
PEAK6 Investments
Illinois
$623K 9,094 +7,738 +571%
AWM
191
Apollon Wealth Management
South Carolina
$592K 8,640 -851 -9%
CWP
192
Curated Wealth Partners
California
$590K 8,613 -374 -4%
PFA
193
Peak Financial Advisors
Colorado
$582K 8,497 -252 -3%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$574K 8,373 +3,892 +87%
Mariner
195
Mariner
Kansas
$556K 8,112 -1,047 -11%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$530K 7,685 +504 +7%
MML Investors Services
197
MML Investors Services
Massachusetts
$526K 7,679 +921 +14%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$524K 7,648
ATC
199
Argent Trust Co
Tennessee
$508K 7,420 +275 +4%
AIP
200
Ameritas Investment Partners
Nebraska
$491K 7,160 +236 +3%