Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Moelis & Co (MC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — MC

Based on 398 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
398 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 — +6% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

225 buying188 selling
Last quarter: 225 funds bought or added vs 188 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 — ~63 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 59 → 61 → 61 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
235 out of 398 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.
💎

Buying through price weakness — shares +2%, value -17%

Value
-17%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~63 new funds/quarter

80 → 59 → 61 → 61 → 63 new funds/Q
New funds entering each quarter: 59 → 61 → 61 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 401 holders: 254 (63%) are 2+ year veterans, 50 entered 1–2 years ago, and 97 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
55 of 396 holders are among the 100 largest funds by AUM, controlling 47% 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.

Institutional Sentiment Summary — MC

In 2026 Q1, 225 hedge funds were net buyers of MC (63 opened a new position, 162 added to an existing one), while 188 reduced or exited (129 trimmed, 59 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in MC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 398.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Moelis & Co (MC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MC has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
MC
+7.5%
XLF
+8.7%

MC outperformed XLF by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
MC
+0.0%
XLF
+0.0%

Since the filing became public, MC outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: MC
2026 Q2 Stats Unlock in 5 days 396 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 396 393 0.76%
13F Shares 79M 77M 2.19%
Total Value $4.36B $5.26B -17.07%
New Positions 61 61 -
Increased Positions 161 146 +15
Closed Positions 58 55 +3
Reduced Positions 129 144 -15
Total Calls 3 3 -
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: MC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

396 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Timucuan Asset Management Inc/Fl 3.62% 1,503,334 $98.3M
2 Capital Management Corp /Va 3.60% 367,076 $24.0M
3 PARK CIRCLE Co 2.78% 49,876 $3.3M
4 Heard Capital LLC 2.74% 979,810 $64.1M
5 Tributary Capital Management, LLC 2.47% 459,690 $30.1M
6 Channing Capital Management, LLC 2.02% 1,338,234 $87.5M
7 Palisades Investment Partners, LLC 1.57% 84,500 $5.5M
8 Wasatch Advisors LP 1.39% 3,246,593 $212.4M
9 Madison Asset Management, LLC 1.30% 1,667,157 $109.1M
10 Kayne Anderson Rudnick Investment Management LLC 1.10% 5,412,938 $354.1M
11 Salvus Wealth Management, LLC 1.09% 29,689 $1.9M
12 Pier Capital, LLC 0.91% 104,681 $6.8M
13 Penn Capital Management Company, LLC 0.87% 210,064 $13.8M
14 Emerald Advisers, LLC 0.82% 531,883 $34.8M
15 Emerald Mutual Fund Advisers Trust 0.79% 342,465 $22.4M
16 Cramer Rosenthal Mcglynn LLC 0.67% 201,323 $13.2M
17 Hilton Capital Management, LLC 0.26% 58,226 $3.8M
18 Peak Financial Advisors LLC 0.23% 8,423 $551K
19 Quantum Private Wealth, LLC 0.19% 11,314 $740K
20 Impact Capital Partners LLC 0.18% 9,877 $646K
21 Strata Wealth Advisors, LLC 0.17% 10,929 $715K
22 Meeder Asset Management Inc 0.16% 48,749 $3.2M
23 Drucker Wealth 3.0, LLC 0.16% 15,168 $992K
24 Verdence Capital Advisors LLC 0.15% 43,848 $2.9M
25 Fort Washington Investment Advisors Inc /Oh/ 0.14% 412,153 $27.0M
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 — 3 quarters in a row: For 3 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 — 54% buying: Last quarter: 225 funds bought or added vs 188 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 — 47% AUM from top-100 funds: 55 of 396 holders are among the 100 largest funds by AUM, controlling 47% 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?

59% of holders stayed for 2+ years: 235 out of 398 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.

Is it too late to buy Moelis & Co (MC) following the 2026 Q2 hedge fund 13F filings?

As of today, MC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MC has gained +7.5% vs +8.7% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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