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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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$647K +$77.2K +1,067 +14%
WB
202
WesBanco Bank
West Virginia
$643K -$79.6K -1,100 -11%
CWP
203
Curated Wealth Partners
California
$636K -$796 -11 -0.1%
AWM
204
Apollon Wealth Management
South Carolina
$622K -$15.6K -216 -3%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$621K +$2.24K +31 +0.4%
PFA
206
Peak Financial Advisors
Colorado
$618K -$9.7K -134 -2%
Mariner
207
Mariner
Kansas
$604K +$4.41K +61 +0.8%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$589K +$181K +2,508 +46%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$565K
AIP
210
Ameritas Investment Partners
Nebraska
$546K +$16.9K +234 +3%
Jane Street
211
Jane Street
New York
$542K -$5.89M -81,408 -92%
VPIM
212
Vanguard Personalized Indexing Management
California
$516K +$2.53K +35 +0.5%
Franklin Resources
213
Franklin Resources
California
$508K +$214K +2,959 +76%
DFCM
214
Dark Forest Capital Management
Puerto Rico
$508K +$497K +6,871 New
MML Investors Services
215
MML Investors Services
Massachusetts
$504K -$61.6K -851 -11%
ORC
216
O'Rourke & Company
Massachusetts
$503K +$23.4K +323 +5%
ECM
217
Everence Capital Management
Indiana
$501K -$192K -2,660 -28%
DADC
218
D.A. Davidson & Co
Montana
$500K -$21K -290 -4%
CWM
219
CIBC World Markets
New York
$489K +$479K +6,613 New
Truist Financial
220
Truist Financial
North Carolina
$471K -$29K -401 -6%
CIAS
221
Capital Investment Advisory Services
North Carolina
$467K -$16.4K -227 -3%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$465K +$39.5K +546 +10%
KWM
223
Kolinsky Wealth Management
New Jersey
$447K
FB
224
Fulton Bank
Pennsylvania
$446K +$219K +3,027 +100%
RCA
225
Riverview Capital Advisers
Massachusetts
$442K