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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$647K 8,752 +1,067 +14%
WB
202
WesBanco Bank
West Virginia
$643K 8,709 -1,100 -11%
CWP
203
Curated Wealth Partners
California
$636K 8,602 -11 -0.1%
AWM
204
Apollon Wealth Management
South Carolina
$622K 8,424 -216 -3%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$621K 8,404 +31 +0.4%
PFA
206
Peak Financial Advisors
Colorado
$618K 8,363 -134 -2%
Mariner
207
Mariner
Kansas
$604K 8,173 +61 +0.8%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$589K 7,966 +2,508 +46%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$565K 7,648 – –
AIP
210
Ameritas Investment Partners
Nebraska
$546K 7,394 +234 +3%
Jane Street
211
Jane Street
New York
$542K 7,334 -81,408 -92%
VPIM
212
Vanguard Personalized Indexing Management
California
$516K 6,979 +35 +0.5%
Franklin Resources
213
Franklin Resources
California
$508K 6,872 +2,959 +76%
DFCM
214
Dark Forest Capital Management
Puerto Rico
$508K 6,871 +6,871 New
MML Investors Services
215
MML Investors Services
Massachusetts
$504K 6,828 -851 -11%
ORC
216
O'Rourke & Company
Massachusetts
$503K 6,812 +323 +5%
ECM
217
Everence Capital Management
Indiana
$501K 6,780 -2,660 -28%
DADC
218
D.A. Davidson & Co
Montana
$500K 6,766 -290 -4%
CWM
219
CIBC World Markets
New York
$489K 6,613 +6,613 New
Truist Financial
220
Truist Financial
North Carolina
$471K 6,376 -401 -6%
CIAS
221
Capital Investment Advisory Services
North Carolina
$467K 6,315 -227 -3%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$465K 6,290 +546 +10%
KWM
223
Kolinsky Wealth Management
New Jersey
$447K 6,052 – –
FB
224
Fulton Bank
Pennsylvania
$446K 6,043 +3,027 +100%
RCA
225
Riverview Capital Advisers
Massachusetts
$442K 5,980 – –
7 8
9
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