Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MOELIS & CO (MC)

370 + Investors. Track Smart Money conviction in MC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — MC

Based on 367 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
367 hedge funds hold MC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

194 buying191 selling
Last quarter: 194 funds bought or added vs 191 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~59 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 77 → 55 → 56 → 59. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 18% medium 20% new
227 out of 367 hedge funds have held MC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~59 new funds/quarter

59 → 77 → 55 → 56 → 59 new funds/Q
New funds entering each quarter: 77 → 55 → 56 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 12% 1-2yr 24% new
Of 370 current holders: 238 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
40 of 367 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MC

How many hedge funds hold MC — quarterly history vs. share price
Quarterly hedge fund ownership of MC vs. share price

Market Analysis: MC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

53 top-rated funds 2 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: MC
2026 Q1 Stats Unlock in 18 days 370 + Investors

Track Smart Money conviction in MC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 370 368 0.54%
13F Shares 77M 76M 1.56%
Total Value $5.24B $5.35B -2.07%
New Positions 59 56 +3
Increased Positions 144 162 -18
Closed Positions 54 44 +10
Reduced Positions 141 115 +26
Total Calls 3 4 -25.0%
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: MC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

370 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MC. Verified SEC 13F-HR filings.

Top 25 institutional holders of MC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CAPITAL MANAGEMENT CORP /VA 3.46% 355,238 $20.2M
2 Palisades Investment Partners, LLC 1.73% 77,627 $4.4M
3 WASATCH ADVISORS LP 1.42% 3,742,624 $213.3M
4 Salvus Wealth Management, LLC 1.03% 30,948 $1.8M
5 Blue Zone Wealth Advisors, LLC 0.93% 80,528 $4.6M
6 Bayforest Capital Ltd 0.31% 4,872 $278K
7 PEAK FINANCIAL ADVISORS LLC 0.21% 8,421 $480K
8 Impact Capital Partners LLC 0.20% 11,754 $670K
9 Quantum Private Wealth, LLC 0.20% 11,314 $645K
10 Strata Wealth Advisors, LLC 0.17% 10,960 $625K
11 Drucker Wealth 3.0, LLC 0.15% 15,003 $855K
12 Inspire Investing, LLC 0.14% 30,605 $1.7M
13 Verdence Capital Advisors LLC 0.13% 37,792 $2.2M
14 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% 380,720 $21.7M
15 HARBOR CAPITAL ADVISORS, INC. 0.12% 25,170 $1K
16 DIVERSIFY WEALTH MANAGEMENT, LLC 0.11% 95,168 $6.4M
17 Heritage Family Offices, LLP 0.09% 3,637 $207K
18 Curated Wealth Partners LLC 0.09% 12,224 $697K
19 CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.08% 16,861 $961K
20 Y-Intercept (Hong Kong) Ltd 0.08% 69,769 $4.0M
21 DGS Capital Management, LLC 0.06% 6,263 $357K
22 Moran Wealth Management, LLC 0.06% 33,175 $1.9M
23 Indivisible Partners 0.05% 9,869 $563K
24 GREENWOOD CAPITAL ASSOCIATES LLC 0.05% 7,902 $450K
25 Trust Point Inc. 0.04% 8,487 $484K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MOELIS & CO (MC)

What does the Smart Money Trend signal show for MC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MC?

Slight buying edge — 50% buying: Last quarter: 194 funds bought or added vs 191 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MC holders?

Elite ownership — 45% AUM from top-100 funds: 40 of 367 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MC?

62% of holders stayed for 2+ years: 227 out of 367 hedge funds have held MC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.