Oxford Asset Management’s Moelis & Co MC Stock Holding History

Oxford Asset Management’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,697	Closed	-$293K	–	625
2025 Q2	$293K	Buy	+4,697	New	+$264K	0.1%	328
2020 Q1	–	Sell	-17,944	Closed	-$573K	–	829
2019 Q4	$573K	Sell	17,944 -26,136	-59%	-$856K	0.02%	1172
2019 Q3	$1.45M	Sell	44,080 -19,952	-31%	-$677K	0.03%	733
2019 Q2	$2.24M	Sell	64,032 -15,341	-19%	-$555K	0.05%	596
2019 Q1	$3.3M	Buy	79,373 +8,918	+13%	+$381K	0.07%	346
2018 Q4	$2.42M	Buy	70,455 +21,975	+45%	+$933K	0.06%	375
2018 Q3	$2.66M	Buy	48,480 +17,566	+57%	+$1.03M	0.06%	510
2018 Q2	$1.81M	Buy	30,914 +9,444	+44%	+$543K	0.03%	722
2018 Q1	$1.09M	Buy	+21,470	New	+$1.1M	0.02%	902
2017 Q4	–	Sell	-20,369	Closed	-$882K	–	1765
2017 Q3	$882K	Buy	+20,369	New	+$815K	0.02%	990

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oxford Asset Management's MC Position: Q3 2025 in Review

Oxford Asset Management sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 4,697 shares — an estimated $293K sold.

Oxford Asset Management first reported a position in MC in Q3 2017 and held it in 10 quarters. The position peaked at $3.3M in Q1 2019. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

Oxford Asset Management reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
Oxford Asset Management sold 4,697 Moelis & Co shares in Q3 2025, an estimated $293K.
Oxford Asset Management first reported a position in Moelis & Co in Q3 2017 and held it in 10 quarters.
Oxford Asset Management's Moelis & Co position peaked at $3.3M in Q1 2019.
396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Oxford Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.