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Moneylion Inc.

MLDelisted Apr 17, 2025
Industry
Finance Services
SEC CIK
0001807846

Moneylion Inc. was delisted on Apr 17, 2025; its insiders filed their last Form 4 on Apr 21, 2025; 149 institutions reported holding it in 13F filings for Q1 2025, worth $669.5M in total; no superinvestor held it.

13F holders, Q2 2024

Institutional positions in Moneylion Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
112
+22 vs. Q1 2024
Shares held
5.41M
+1.70M (+45.6%) vs. Q1 2024
Total value
$398.2M
+$133.3M (+50.3%) vs. Q1 2024
New holders
43
35 more added
Sold out
21
27 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ML on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 112 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 49 institutionsQ4 2021: 67 institutionsQ1 2022: 74 institutionsQ2 2022: 85 institutionsQ3 2022: 94 institutionsQ4 2022: 84 institutionsQ1 2023: 74 institutionsQ2 2023: 38 institutionsQ3 2023: 44 institutionsQ4 2023: 70 institutionsQ1 2024: 91 institutionsQ2 2024: 112 institutionsQ3 2024: 114 institutionsQ4 2024: 156 institutionsQ1 2025: 149 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2024: $398.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $315.3MQ4 2021: $229.7MQ1 2022: $152.7MQ2 2022: $86.7MQ3 2022: $59.8MQ4 2022: $40.8MQ1 2023: $26.9MQ2 2023: $23.2MQ3 2023: $48.8MQ4 2023: $168.3MQ1 2024: $265.0MQ2 2024: $398.2MQ3 2024: $208.2MQ4 2024: $576.9MQ1 2025: $669.5MQ2 2025: $172Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ML and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$172
Q1 2025149$669.5M
Q4 2024156$576.9M
Q3 2024114$208.2M
Q2 2024112$398.2M
Q1 202491$265.0M
Q4 202370$168.3M
Q3 202344$48.8M
Q2 202338$23.2M
Q1 202374$26.9M
Q4 202284$40.8M
Q3 202294$59.8M
Q2 202285$86.7M
Q1 202274$152.7M
Q4 202167$229.7M
Q3 202149$315.3M
Q2 20210$0
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Moneylion Inc.; share changes are against Q1 2024.

Institutions holding ML in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.4$2940.00%−13−76.5%Reduced
C M Bidwell & Associates Ltd5$3680.00%+5New
Avion Wealth32$2.00K0.00%00.0%Unchanged
South State Corp.33$2.43K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.33$2.43K0.00%+33New
Mirae Asset Global Investments Co., Ltd.36$2.65K0.00%+36New
Hillsdale Investment Management Inc.80$5.88K0.00%−20−20.0%Reduced
Comerica Bank124$9.14K0.00%+124New
Quest Partners LLC126$9.27K0.00%+59+88.1%Added
Signaturefd, LLC135$9.93K0.00%+10+8.0%Added
Amalgamated Bank294$22.0K0.00%+294New
Quarry LP333$24.5K0.01%+333New
Covestor Ltd401$30.0K0.02%+401New
FMR LLC412$30.3K0.00%+17+4.3%Added
CoreCap Advisors, LLC792$58.2K0.01%+792New
Orion Capital Management LLC832$61.2K0.03%−1,463−63.7%Reduced
Ameritas Investment Partners, Inc.833$61.3K0.00%+833New
Royal Bank of Canada1,125$83.0K0.00%+1,059+1,604.5%Added
State of Wyoming1,466$107.8K0.02%+1,466New
Matrix Private Capital Group LLC1,544$113.5K0.07%00.0%Unchanged
Citigroup Inc2,120$155.9K0.00%−8,068−79.2%Reduced
State Board of Administration of Florida Retirement System2,760$203.0K0.00%+2,760New
Fiducient Advisors LLC2,779$204.4K0.03%+2,779New
Voya Investment Management LLC2,856$210.0K0.00%+2,856New
Balyasny Asset Management LLC3,084$226.8K0.00%−15,371−83.3%Reduced
Commonwealth Equity Services, LLC3,083$227.0K0.00%+3,083New
Private Ocean, LLC3,240$238.3K0.02%+3,240New
Manufacturers Life Insurance Company, The3,278$241.1K0.00%+3,278New
Dark Forest Capital Management LP3,449$253.6K0.05%+3,449New
UBS Group AG3,523$259.1K0.00%−161−4.4%Reduced
Wealthspire Advisors, LLC3,540$260.3K0.00%+3,540New
SVB Financial Group3,729$274.2K0.19%00.0%Unchanged
Worth Venture Partners, LLC3,887$285.9K2.24%+3,887New
National Asset Management, Inc.3,930$289.0K0.01%+3,930New
XTX Topco Ltd4,364$320.9K0.03%+4,364New
Jump Financial, LLC4,416$324.8K0.01%−13,025−74.7%Reduced
Corebridge Financial, Inc.4,572$336.3K0.00%+4,572New
Vazirani Asset Management LLC5,000$367.7K0.79%+5,000New
Cresset Asset Management, LLC5,083$373.8K0.00%+5,083New
California State Teachers Retirement System5,365$394.5K0.00%+5,365New
Janney Montgomery Scott LLC5,511$405.0K0.00%+5,511New
Graham Capital Management, L.P.5,637$414.5K0.01%+5,637New
Legal & General Group Plc5,731$421.1K0.00%+5,731New
Deutsche Bank AG5,974$439.3K0.00%+3,588+150.4%Added
Walleye Capital LLC6,313$464.3K0.00%−20,264−76.2%Reduced
SkyView Investment Advisors, LLC6,666$490.0K0.09%00.0%Unchanged
Cetera Investment Advisers6,840$503.0K0.00%+6,840New
Wells Fargo & Company7,233$531.9K0.00%+2,691+59.2%Added
American Express Co7,403$544.4K0.05%00.0%Unchanged
UBS Asset Management Americas Inc7,975$586.5K0.00%+7,975New
SEI Investments Co8,343$613.5K0.00%−6,665−44.4%Reduced
Bank of America Corp8,500$625.1K0.00%−1,127−11.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.8,824$648.9K0.00%+8,824New
Alliancebernstein L.P.8,890$653.8K0.00%+8,890New
Barclays PLC9,086$668.2K0.00%−3,470−27.6%Reduced
Calamos Advisors LLC9,209$677.2K0.00%−5,800−38.6%Reduced
Jane Street Group, LLC9,350$687.6K0.00%−42,855−82.1%Reduced
American Century Companies Inc9,808$721.3K0.00%+2,076+26.8%Added
ClariVest Asset Management LLC10,175$748.3K0.08%+257+2.6%Added
FNY Investment Advisers, LLC10,263$754.0K0.51%+2,173+26.9%Added
Swiss National Bank10,400$764.8K0.00%+10,400New
Rhumbline Advisers10,895$801.3K0.00%+10,650+4,346.9%Added
EAM Investors, LLC11,866$872.6K0.14%−37,768−76.1%Reduced
Gsa Capital Partners LLP13,067$961.0K0.07%−5,156−28.3%Reduced
Verition Fund Management LLC13,200$970.7K0.01%+13,200New
Voloridge Investment Management, LLC14,363$1.06M0.00%−1,285−8.2%Reduced
Quadrature Capital Ltd16,021$1.18M0.02%+1,886+13.3%Added
Ameriprise Financial Inc19,635$1.44M0.00%−6,111−23.7%Reduced
SG Americas Securities, LLC19,906$1.46M0.01%+16,592+500.7%Added
Thompson Siegel & Walmsley LLC21,467$1.58M0.03%+21,467New
Northern Trust Corp23,810$1.75M0.00%+5,542+30.3%Added
Bank of New York Mellon Corp24,150$1.78M0.00%+24,150New
Tudor Investment Corp Et Al24,871$1.83M0.02%−5,005−16.8%Reduced
Trexquant Investment LP25,676$1.89M0.03%−9,043−26.0%Reduced
Fuller & Thaler Asset Management, Inc.27,535$2.02M0.01%+27,535New
Bridgeway Capital Management, LLC33,504$2.46M0.06%+19,608+141.1%Added
Empowered Funds, LLC33,504$2.46M0.04%+19,608+141.1%Added
Macquarie Group Ltd38,709$2.85M0.00%−25,631−39.8%Reduced
Boothbay Fund Management, LLC39,945$2.94M0.10%+22,494+128.9%Added
Dimensional Fund Advisors LP40,106$2.95M0.00%+21,839+119.6%Added
HighTower Advisors, LLC42,821$3.15M0.00%+25+0.1%Added
JPMorgan Chase & Co43,533$3.20M0.00%+2,850+7.0%Added
Squarepoint Ops LLC45,293$3.33M0.01%+5,656+14.3%Added
Goldman Sachs Group Inc49,668$3.65M0.00%−5,952−10.7%Reduced
Hood River Capital Management LLC51,737$3.80M0.08%−724−1.4%Reduced
Qube Research & Technologies Ltd51,851$3.81M0.01%−26,901−34.2%Reduced
Charles Schwab Investment Management Inc51,908$3.82M0.00%+21,169+68.9%Added
Russell Investments Group, Ltd.54,125$3.98M0.01%+10,523+24.1%Added
Millennium Management LLC56,360$4.14M0.00%−86,381−60.5%Reduced
Nuveen Asset Management, LLC61,572$4.53M0.00%+61,572New
New York State Common Retirement Fund61,983$4.56M0.01%+61,983New
Norges Bank63,600$4.68M0.00%+63,600New
Barings LLC67,620$4.97M0.12%+67,620New
Stifel Financial Corp76,466$5.62M0.01%−777−1.0%Reduced
Two Sigma Advisers, LP88,271$6.49M0.01%−13,300−13.1%Reduced
Two Sigma Investments, LP91,547$6.73M0.02%+4,432+5.1%Added
Penn Capital Management Co Inc95,962$7.08M0.67%+95,962New
Citadel Advisors LLC101,170$7.44M0.01%−286−0.3%Reduced
Bank of Montreal103,470$7.86M0.00%+98,680+2,060.1%Added
Invesco Ltd.122,498$9.01M0.00%+16,030+15.1%Added