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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, Q4 2024

Institutional positions in Moneylion Inc. as of Dec 31, 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
156
+43 vs. Q3 2024
Shares held
6.71M
+1.71M (+34.3%) vs. Q3 2024
Total value
$576.9M
+$369.5M (+178.1%) vs. Q3 2024
New holders
70
37 more added
Sold out
27
36 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 156 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 heldQ4 2024: $576.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Moneylion Inc.; share changes are against Q3 2024.

Institutions holding ML in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Danske Bank A/S1$860.00%00.0%Unchanged
IFP Advisors, Inc1$860.00%+1New
True Wealth Design, LLC1$870.00%−48−98.0%Reduced
Parallel Advisors, LLC4$3440.00%+4New
Creative Financial Designs Inc5$4300.00%+5New
SRS Capital Advisors, Inc.8$6890.00%+8New
Sterling Capital Management LLC9$7740.00%00.0%Unchanged
GeoWealth Management, LLC10$8600.00%+10New
GAMMA Investing LLC10$8600.00%+10New
US Bancorp19$1.63K0.00%+19New
Rothschild Investment LLC20$1.72K0.00%+20New
Avion Wealth32$2.00K0.00%00.0%Unchanged
Lazard Asset Management LLC34$2.00K0.00%+34New
EverSource Wealth Advisors, LLC28$2.41K0.00%+28New
South State Corp.33$2.84K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.33$2.85K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.36$3.10K0.00%−7−16.3%Reduced
Nisa Investment Advisors, LLC37$3.18K0.00%+23+164.3%Added
Advisor Group Holdings, Inc.42$3.61K0.00%−494−92.2%Reduced
Hillsdale Investment Management Inc.80$6.88K0.00%00.0%Unchanged
Bogart Wealth, LLC100$8.60K0.00%+100New
Caitong International Asset Management Co., Ltd151$13.0K0.01%+151New
Amalgamated Bank294$25.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)341$29.3K0.00%−405−54.3%Reduced
SBI Securities Co., Ltd.341$29.3K0.00%+341New
Creative Planning487$41.9K0.00%+487New
Royal Bank of Canada505$43.0K0.00%−1,158−69.6%Reduced
CWM, LLC634$55.0K0.00%+83+15.1%Added
FMR LLC660$56.8K0.00%−389−37.1%Reduced
Point72 (DIFC) Ltd701$60.3K0.01%−272−28.0%Reduced
New York State Teachers Retirement System778$67.0K0.00%+778New
Ameritas Investment Partners, Inc.833$71.6K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS1,000$86.0K0.00%+1,000New
Shell Asset Management Co1,154$99.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,207$103.8K0.00%+1,207New
Quest Partners LLC1,261$108.5K0.01%−2,666−67.9%Reduced
Orion Capital Management LLC1,306$112.3K0.05%+1,306New
Matrix Private Capital Group LLC1,544$132.8K0.08%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey1,887$162.3K0.00%+1,887New
Dark Forest Capital Management LP2,345$201.7K0.03%+2,345New
PFG Investments, LLC2,500$215.0K0.01%+2,500New
Cornerstone Investment Partners, LLC2,576$221.6K0.01%+2,576New
Voya Investment Management LLC2,577$221.6K0.00%+2,577New
Janus Henderson Group PLC2,600$224.3K0.00%+2,600New
State Board of Administration of Florida Retirement System2,760$237.4K0.00%+2,760New
Fiducient Advisors LLC2,779$239.0K0.03%+2,779New
Winton Group Ltd2,795$240.4K0.02%−12,352−81.5%Reduced
Verition Fund Management LLC2,880$247.7K0.00%−13,370−82.3%Reduced
Manufacturers Life Insurance Company, The3,106$267.1K0.00%+3,106New
Price T Rowe Associates Inc3,395$293.0K0.00%+3,395New
New York State Common Retirement Fund3,500$301.0K0.00%−81,838−95.9%Reduced
Citizens Financial Group Inc3,600$309.6K0.01%+3,600New
Engineers Gate Manager LP3,809$327.6K0.01%+3,809New
Jane Street Group, LLC3,947$339.5K0.00%−17,955−82.0%Reduced
Prelude Capital Management, LLC4,218$362.8K0.03%+4,218New
Intech Investment Management LLC4,229$363.7K0.00%+4,229New
Kestra Advisory Services, LLC4,275$367.7K0.00%+4,275New
Marex Group plc4,275$367.7K0.01%+4,275New
Corebridge Financial, Inc.4,295$369.4K0.00%−249−5.5%Reduced
Invesco Ltd.4,417$379.9K0.00%+4,417New
Russell Investments Group, Ltd.4,561$392.3K0.00%−10,226−69.2%Reduced
Thompson Siegel & Walmsley LLC4,764$410.0K0.01%−19,001−80.0%Reduced
FNY Investment Advisers, LLC4,820$414.0K0.21%−7,528−61.0%Reduced
Pentwater Capital Management LP5,000$430.1K0.01%+5,000New
SG Americas Securities, LLC5,192$447.0K0.00%+1,635+46.0%Added
Cresset Asset Management, LLC5,484$471.7K0.00%−1,123−17.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,534$476.0K0.00%+5,534New
ProShare Advisors LLC5,580$479.9K0.00%+5,580New
Millennium Management LLC5,603$481.9K0.00%−147,210−96.3%Reduced
MetLife Investment Management5,634$484.6K0.00%+629+12.6%Added
Fifth Lane Capital, LP5,690$489.4K1.44%+5,690New
AQR Capital Management LLC6,268$539.1K0.00%−24,747−79.8%Reduced
California State Teachers Retirement System6,306$542.4K0.00%+511+8.8%Added
Graham Capital Management, L.P.6,344$545.6K0.02%−1,145−15.3%Reduced
Diametric Capital, LP6,561$564.3K0.38%+6,561New
SkyView Investment Advisors, LLC6,666$573.0K0.09%−100−1.5%Reduced
PenderFund Capital Management Ltd.4,800$595.4K0.13%+4,800New
Balyasny Asset Management LLC6,950$597.8K0.00%−19,780−74.0%Reduced
American Express Co7,403$636.7K0.04%00.0%Unchanged
Vazirani Asset Management LLC7,500$645.1K2.00%+7,500New
Legal & General Group Plc7,856$676.0K0.00%+1,916+32.3%Added
Ameriprise Financial Inc7,897$679.2K0.00%−10,518−57.1%Reduced
Wells Fargo & Company8,537$734.3K0.00%+1,220+16.7%Added
Alliancebernstein L.P.8,850$761.2K0.00%−40−0.4%Reduced
Bank of America Corp8,934$768.4K0.00%+2,587+40.8%Added
Deutsche Bank AG9,747$838.3K0.00%+2,602+36.4%Added
Skandinaviska Enskilda Banken AB (publ)9,752$841.6K0.00%+9,752New
Cubist Systematic Strategies, LLC10,622$913.6K0.01%−70,499−86.9%Reduced
Rhumbline Advisers11,176$961.3K0.00%−342−3.0%Reduced
Moore Capital Management, LP11,594$997.2K0.02%+11,594New
Quantbot Technologies LP11,927$1.03M0.04%+4,655+64.0%Added
UBS Asset Management Americas Inc12,268$1.06M0.00%+12,268New
Gabelli & Co Investment Advisers, Inc.12,300$1.06M0.18%+12,300New
Mirae Asset Global ETFs Holdings Ltd.12,770$1.10M0.00%+813+6.8%Added
Swiss National Bank12,900$1.11M0.00%+1,300+11.2%Added
Citadel Advisors LLC13,798$1.19M0.00%−67,503−83.0%Reduced
Gabelli Funds LLC13,877$1.19M0.01%+13,877New
Mint Tower Capital Management B.V.14,151$1.22M0.32%+14,151New
American Century Companies Inc14,404$1.24M0.00%+3,625+33.6%Added
Barclays PLC15,515$1.33M0.00%+1,694+12.3%Added