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Moelis & Co

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M
Name Market Value Shares Shares
Change
Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$259K 4,543 -46 -1%
CL
202
Choreo LLC
Illinois
$259K 4,525 +4,525 New
IWC
203
Integrated Wealth Concepts
Massachusetts
$258K 4,538
X
204
Xponance
Pennsylvania
$256K 4,501 +426 +10%
TW
205
TritonPoint Wealth
Maryland
$255K 4,492
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$255K 4,481 -4 -0.1%
JWS
207
Juncture Wealth Strategies
Arizona
$250K 4,400 -1,900 -30%
HWMA
208
Heritage Wealth Management (Arizona)
Arizona
$243K 4,270 -502 -11%
HFO
209
Heritage Family Offices
Arizona
$243K 4,270 +4,270 New
VWM
210
Venturi Wealth Management
Texas
$241K 4,230 +4,230 New
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$240K 4,223
SCA
212
Snowden Capital Advisors
New York
$239K 4,209 -76 -2%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$236K 4,152 -135 -3%
RJT
214
Raymond James Trust
Florida
$236K 4,150 -94 -2%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$231K 4,069 -125 -3%
PP
216
PDT Partners
New York
$227K 3,989 -24,342 -86%
Franklin Resources
217
Franklin Resources
California
$221K 3,878
TW
218
Trajan Wealth
Arizona
$210K 3,698 -254 -6%
WS
219
Wedbush Securities
California
$206K 3,623 -216 -6%
PA
220
Profund Advisors
Maryland
$203K 3,574 -157 -4%
SQA
221
Simon Quick Advisors
New Jersey
$201K 3,534 +4 +0.1%
Osaic Holdings
222
Osaic Holdings
Arizona
$194K 3,406 -986 -22%
Walleye Capital
223
Walleye Capital
New York
$175K 3,086 +3,086 New
NC
224
nVerses Capital
Florida
$171K 3,000 +1,500 +100%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$134K 2,348 +34 +1%