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Moelis & Co

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: 332351 (+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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
176
SkyView Investment Advisors
New Jersey
$1.07M +$20.4K +282 +2%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.05M -$288K -3,978 -22%
JFG
178
Jefferies Financial Group
New York
$1.04M +$1.02M +14,039 New
OIA
179
OneDigital Investment Advisors
Kansas
$1.03M +$6.44K +89 +0.6%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$973K +$66.5K +919 +8%
Cerity Partners
181
Cerity Partners
New York
$958K -$20.5K -283 -2%
SA
182
Sanctuary Advisors
Indiana
$944K -$5.43K -75 -0.6%
FHB
183
First Hawaiian Bank
Hawaii
$933K
OFG
184
OmniStar Financial Group
North Carolina
$896K -$38.8K -536 -4%
NRD
185
Nebula Research & Development
New York
$872K +$854K +11,799 New
QPW
186
Quantum Private Wealth
Florida
$868K
ICP
187
Impact Capital Partners
Colorado
$820K +$803K +11,097 New
ANTB
188
AMG National Trust Bank
Colorado
$807K -$391K -5,404 -33%
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$787K -$98.6K -1,362 -11%
US Bancorp
190
US Bancorp
Minnesota
$771K -$20.6K -285 -3%
SOW
191
State of Wyoming
Wyoming
$771K +$635K +8,770 +526%
Osaic Holdings
192
Osaic Holdings
Arizona
$771K +$469K +6,478 +164%
NGA
193
Naples Global Advisors
Florida
$751K
CIP
194
Cornerstone Investment Partners
Georgia
$750K -$84.7K -1,171 -10%
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$732K -$14K -193 -2%
FCM
196
Fieldview Capital Management
Michigan
$727K +$712K +9,840 New
SPIA
197
Steward Partners Investment Advisory
New York
$720K +$145 +2 +0%
P
198
Pitcairn
Pennsylvania
$716K +$18.6K +257 +3%
ATC
199
Argent Trust Co
Tennessee
$708K +$157K +2,169 +29%
SFI
200
Susquehanna Fundamental Investments
Pennsylvania
$663K +$649K +8,969 New