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Moelis & Co

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K
Name Market Value Shares Shares
Change
Shares
Change %
FF
201
FourThought Financial
Florida
$42K 1,251 +534 +74%
TWM
202
Tradition Wealth Management
Minnesota
$40K 1,194 +1,194 New
WWM
203
Wolff Wiese Magana
California
$39K 1,157 +348 +43%
ETC
204
Exchange Traded Concepts
Oklahoma
$37K 1,090 +285 +35%
FHA
205
First Horizon Advisors
Tennessee
$35K 1,049
HPC
206
HM Payson & Co
Maine
$31K 931
UB
207
UMB Bank
Missouri
$30K 894 -599 -40%
WFA
208
Wipfli Financial Advisors
Wisconsin
$29K 851 +851 New
APA
209
American Portfolios Advisors
New York
$27K 800 +300 +60%
EBA
210
Eagle Bay Advisors
New York
$26K 783 +221 +39%
CWM
211
Castle Wealth Management
Florida
$26K 759 +246 +48%
CSB
212
City State Bank
Iowa
$25K 750 -450 -38%
Amundi
213
Amundi
France
$22K 646 -200 -24%
PTC
214
Private Trust Company
Ohio
$21K 627 +10 +2%
Mitsubishi UFJ Trust & Banking
215
Mitsubishi UFJ Trust & Banking
Japan
$20K 583 +583 New
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$16K 482 +38 +9%
AssetMark Inc
217
AssetMark Inc
California
$16K 482 +480 +24,000%
IA
218
IFP Advisors
Florida
$13K 201 +1 +0.5%
WT
219
Whittier Trust
California
$13K 374 +374 New
Nomura Asset Management
220
Nomura Asset Management
Japan
$12.8K 380
TWA
221
TCI Wealth Advisors
Arizona
$9K 270 +270 New
LC
222
Lindbrook Capital
California
$8K 230 +54 +31%
PA
223
Parallel Advisors
California
$8K 229 +137 +149%
QCG
224
Quadrant Capital Group
Ohio
$4K 109 -123 -53%
HR
225
Howe & Rusling
New York
$4K 130 -40 -24%