Ken Fisher's MC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 456,892 shares of Moelis & Company (MC) worth $31.41 M, representing 0.01% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in MC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 158,200 shares. Largest reduction occurred in Q4 2025, reducing 34,578 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Moelis & Company (MC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Moelis & Company (MC) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -34,578 | Reduce 7.04% | 456,892 | $68.74 |
| Q3 2025 | +141,221 | Add 40.32% | 491,470 | $71.32 |
| Q2 2025 | -3,220 | Reduce 0.91% | 350,249 | $62.32 |
| Q1 2025 | +132,699 | Add 60.11% | 353,469 | $58.36 |
| Q4 2024 | +158,200 | Add 252.84% | 220,770 | $73.88 |
| Q3 2024 | +220 | Add 0.35% | 62,570 | $68.51 |
| Q2 2024 | -12,028 | Reduce 16.17% | 62,350 | $56.86 |
| Q1 2024 | +7,013 | Add 10.41% | 74,378 | $56.77 |
| Q4 2023 | -5,396 | Reduce 7.42% | 67,365 | $56.13 |
| Q3 2023 | +5,645 | Add 8.41% | 72,761 | $45.13 |
| Q2 2023 | -10,787 | Reduce 13.85% | 67,116 | $45.34 |
| Q1 2023 | +794 | Add 1.03% | 77,903 | $38.44 |
| Q4 2022 | +39,052 | Add 102.61% | 77,109 | $38.37 |
| Q3 2022 | +38,057 | New Buy | 38,057 | $33.82 |
Ken Fisher's Moelis & Company Investment FAQs
Ken Fisher first purchased Moelis & Company (MC) in Q3 2022, acquiring 38,057 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Moelis & Company (MC) for 14 quarters since Q3 2022.
Ken Fisher's largest addition to Moelis & Company (MC) was in Q4 2024, adding 220,770 shares worth $16.31 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 456,892 shares of Moelis & Company (MC), valued at approximately $31.41 M.
As of the Q4 2025 filing, Moelis & Company (MC) represents approximately 0.01% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Moelis & Company (MC) was 491,470 shares, as reported at the end of Q3 2025.