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Moelis & Co

364 hedge funds and large institutions have $4.73B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 60 closing their positions.

Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
161
Reduced
110
Closed
60
Calls
$3.37M
Puts
$573K
Net Calls
+$2.8M
Net Calls Change
-$671K
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$552M 8,849,607 +543,919 +7%
BlackRock
2
BlackRock
New York
$548M 8,788,977 +393,177 +5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$422M 6,768,276 -151,931 -2%
LCOV
4
London Company of Virginia
Virginia
$213M 3,416,998 -126,212 -4%
Charles Schwab
5
Charles Schwab
California
$192M 3,080,123 +137,824 +5%
State Street
6
State Street
Massachusetts
$178M 2,862,337 +89,143 +3%
WA
7
Wasatch Advisors
Utah
$177M 2,845,605 +112,281 +4%
Ameriprise
8
Ameriprise
Minnesota
$149M 2,396,230 +135,885 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$128M 2,052,862 +424,138 +26%
Goldman Sachs
10
Goldman Sachs
New York
$119M 1,913,291 -443,602 -19%
TAM
11
Timucuan Asset Management
Florida
$88.8M 1,424,527 +7,465 +0.5%
Citadel Advisors
12
Citadel Advisors
Florida
$82.8M 1,328,346 +226,059 +21%
MAM
13
Madison Asset Management
Wisconsin
$80.7M 1,295,284 +31,084 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$66.1M 1,060,294 +101,392 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$64.9M 1,040,595 +396,015 +61%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$58.9M 945,558 -327,087 -26%
Wells Fargo
17
Wells Fargo
California
$58.6M 939,805 -20,101 -2%
HCL
18
Heard Capital LLC
Illinois
$57.3M 920,240 -5,000 -0.5%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$56.4M 904,263 +259,320 +40%
Northern Trust
20
Northern Trust
Illinois
$53.9M 865,405 +6,437 +0.7%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$48.8M 783,426 +168,257 +27%
ACL
22
Azora Capital LP
Florida
$46.8M 750,358 +750,358 New
Capital World Investors
23
Capital World Investors
California
$44.8M 719,000
Morgan Stanley
24
Morgan Stanley
New York
$44.7M 717,461 +37,743 +6%
Jennison Associates
25
Jennison Associates
New York
$41.8M 671,431 +186,193 +38%