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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, Q3 2024

Institutional positions in Moneylion Inc. as of Sep 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
114
+4 vs. Q2 2024
Shares held
5.00M
+169.3K (+3.5%) vs. Q2 2024
Total value
$208.2M
−$147.5M (−41.5%) vs. Q2 2024
New holders
32
47 more added
Sold out
28
22 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 114 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 heldQ3 2024: $208.2M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Moneylion Inc.; share changes are against Q2 2024.

Institutions holding ML in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Danske Bank A/S1$420.00%+1New
C M Bidwell & Associates Ltd5$2080.00%00.0%Unchanged
Sterling Capital Management LLC9$3740.00%+9New
Nisa Investment Advisors, LLC14$5820.00%+14New
Avion Wealth32$1.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.33$1.23K0.00%00.0%Unchanged
South State Corp.33$1.37K0.00%00.0%Unchanged
Capital Performance Advisors LLP34$1.41K0.00%+34New
Allspring Global Investments Holdings, LLC35$1.45K0.00%+35New
Mirae Asset Global Investments Co., Ltd.43$1.79K0.00%+7+19.4%Added
True Wealth Design, LLC49$2.04K0.00%+49New
Hillsdale Investment Management Inc.80$3.32K0.00%00.0%Unchanged
nVerses Capital, LLC100$4.16K0.00%+100New
Amalgamated Bank294$12.0K0.00%00.0%Unchanged
Simplex Trading, LLC342$14.0K0.00%+342New
Advisor Group Holdings, Inc.536$22.3K0.00%+532+13,300.0%Added
Quarry LP545$22.6K0.01%+212+63.7%Added
CWM, LLC551$23.0K0.00%+551New
Covestor Ltd656$27.0K0.02%+255+63.6%Added
Tower Research Capital LLC (TRC)746$31.0K0.00%+746New
Ameritas Investment Partners, Inc.833$34.6K0.00%00.0%Unchanged
Point72 (DIFC) Ltd973$40.4K0.00%+973New
FMR LLC1,049$43.6K0.00%+637+154.6%Added
Shell Asset Management Co1,154$48.0K0.00%+1,154New
Matrix Private Capital Group LLC1,544$64.2K0.04%00.0%Unchanged
Royal Bank of Canada1,663$70.0K0.00%+538+47.8%Added
SG Americas Securities, LLC3,557$148.0K0.00%−16,349−82.1%Reduced
Quest Partners LLC3,927$163.2K0.01%+3,801+3,016.7%Added
Corebridge Financial, Inc.4,544$188.8K0.00%−28−0.6%Reduced
MetLife Investment Management5,005$208.0K0.00%+5,005New
Atom Investors LP5,085$211.3K0.02%+5,085New
State of Wyoming5,218$216.8K0.03%+3,752+255.9%Added
Sherbrooke Park Advisers LLC5,398$224.3K0.05%+5,398New
California State Teachers Retirement System5,795$240.8K0.00%+430+8.0%Added
Worth Venture Partners, LLC5,925$246.2K1.85%+2,038+52.4%Added
Legal & General Group Plc5,940$246.6K0.00%+209+3.6%Added
Centiva Capital, LP5,998$249.2K0.01%+5,998New
Fuller & Thaler Asset Management, Inc.6,315$262.4K0.00%−21,220−77.1%Reduced
Bank of America Corp6,347$263.7K0.00%−2,153−25.3%Reduced
JPMorgan Chase & Co6,421$266.8K0.00%−37,112−85.3%Reduced
Cresset Asset Management, LLC6,607$274.5K0.00%+1,524+30.0%Added
SkyView Investment Advisors, LLC6,766$281.0K0.05%+100+1.5%Added
ExodusPoint Capital Management, LP6,976$290.0K0.00%+6,976New
Deutsche Bank AG7,145$296.9K0.00%+1,171+19.6%Added
Walleye Capital LLC7,266$301.9K0.00%+953+15.1%Added
Quantbot Technologies LP7,272$302.2K0.01%+7,272New
Wells Fargo & Company7,317$304.0K0.00%+84+1.2%Added
American Express Co7,403$307.6K0.03%00.0%Unchanged
Graham Capital Management, L.P.7,489$311.2K0.01%+1,852+32.9%Added
Tudor Investment Corp Et Al7,530$312.9K0.00%−17,341−69.7%Reduced
Algert Global LLC7,723$320.9K0.01%+7,723New
UBS Group AG8,044$334.2K0.00%+4,521+128.3%Added
Cetera Investment Advisers8,431$350.3K0.00%+1,591+23.3%Added
Alliancebernstein L.P.8,890$369.4K0.00%00.0%Unchanged
Nordea Investment Management AB9,079$374.6K0.00%+9,079New
Teacher Retirement System of Texas9,378$390.0K0.00%+9,378New
American Century Companies Inc10,779$447.9K0.00%+971+9.9%Added
Rhumbline Advisers11,518$478.6K0.00%+623+5.7%Added
Swiss National Bank11,600$482.0K0.00%+1,200+11.5%Added
Mirae Asset Global ETFs Holdings Ltd.11,957$496.8K0.00%+3,133+35.5%Added
Nebula Research & Development LLC12,102$502.8K0.06%+12,102New
FNY Investment Advisers, LLC12,348$513.0K0.25%+2,085+20.3%Added
State of Wisconsin Investment Board13,395$556.6K0.00%+13,395New
Macquarie Group Ltd13,509$561.3K0.00%−25,200−65.1%Reduced
Boothbay Fund Management, LLC13,738$570.8K0.02%−26,207−65.6%Reduced
Point72 Asset Management, L.P.13,812$573.9K0.00%+13,812New
Barclays PLC13,821$574.3K0.00%+4,735+52.1%Added
Gsa Capital Partners LLP14,427$599.0K0.05%+1,360+10.4%Added
Russell Investments Group, Ltd.14,787$614.4K0.00%−39,338−72.7%Reduced
Winton Group Ltd15,147$629.4K0.04%+15,147New
Verition Fund Management LLC16,250$675.2K0.00%+3,050+23.1%Added
Bank of New York Mellon Corp17,598$731.2K0.00%−6,552−27.1%Reduced
ClariVest Asset Management LLC10,175$748.3K0.08%00.0%Unchanged
Ameriprise Financial Inc18,415$765.1K0.00%−1,220−6.2%Reduced
Los Angeles Capital Management LLC21,520$894.2K0.00%+21,520New
Susquehanna International Group, LLP21,749$903.7K0.00%+21,749New
Jane Street Group, LLC21,902$910.0K0.00%+12,552+134.2%Added
Thompson Siegel & Walmsley LLC23,765$987.0K0.01%+2,298+10.7%Added
Balyasny Asset Management LLC26,730$1.11M0.00%+23,646+766.7%Added
AQR Capital Management LLC31,015$1.29M0.00%+31,015New
Trexquant Investment LP32,828$1.36M0.02%+7,152+27.9%Added
AMH Equity Ltd33,000$1.37M1.81%+33,000New
Dimensional Fund Advisors LP34,415$1.43M0.00%−5,691−14.2%Reduced
Bridgeway Capital Management, LLC35,246$1.46M0.03%+1,742+5.2%Added
Empowered Funds, LLC35,246$1.46M0.02%+1,742+5.2%Added
Two Sigma Investments, LP41,724$1.73M0.00%−49,823−54.4%Reduced
Morgan Stanley42,790$1.78M0.00%−206,489−82.8%Reduced
HighTower Advisors, LLC42,796$1.78M0.00%−25−0.1%Reduced
Qube Research & Technologies Ltd44,356$1.84M0.00%−7,495−14.5%Reduced
Two Sigma Advisers, LP45,871$1.91M0.00%−42,400−48.0%Reduced
Charles Schwab Investment Management Inc55,087$2.29M0.00%+3,179+6.1%Added
G2 Investment Partners Management LLC65,298$2.71M0.77%−108,006−62.3%Reduced
Silvercrest Asset Management Group LLC65,309$2.71M0.02%+65,309New
Barings LLC67,620$2.81M0.07%00.0%Unchanged
Goldman Sachs Group Inc71,971$2.99M0.00%+22,303+44.9%Added
Nuveen Asset Management, LLC73,130$3.04M0.00%+11,558+18.8%Added
Stifel Financial Corp73,415$3.05M0.00%−3,051−4.0%Reduced
Northern Trust Corp73,939$3.07M0.00%+50,129+210.5%Added
Cubist Systematic Strategies, LLC81,121$3.37M0.05%+81,121New
Citadel Advisors LLC81,301$3.38M0.00%−19,869−19.6%Reduced