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Moelis & Co

391 hedge funds and large institutions have $5.43B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.33M
Puts
$6.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
226
SG Americas Securities
New York
$521K
Corient Private Wealth
227
Corient Private Wealth
Florida
$521K
AWM
228
Apollon Wealth Management
South Carolina
$516K
State of Wisconsin Investment Board
229
State of Wisconsin Investment Board
Wisconsin
$507K
P
230
Pitcairn
Pennsylvania
$491K
DADC
231
D.A. Davidson & Co
Montana
$483K
KeyBank National Association
232
KeyBank National Association
Ohio
$477K
FB
233
Fulton Bank
Pennsylvania
$476K
FDP
234
Financiere des Professionnels
Quebec, Canada
$471K
Aviva
235
Aviva
United Kingdom
$469K
ORC
236
O'Rourke & Company
Massachusetts
$465K
AV
237
Alamea Verwaltungs
New Jersey
$447K
AIP
238
Ameritas Investment Partners
Nebraska
$443K
PAG
239
Private Advisor Group
New Jersey
$435K
GI
240
GAMCO Investors
Connecticut
$428K
MOS
241
MGO One Seven
Ohio
$423K
PFP
242
Pinnacle Financial Partners
Tennessee
$421K
X
243
Xponance
Pennsylvania
$418K
MFG
244
Merit Financial Group
Georgia
$417K
ASN
245
Advisory Services Network
Georgia
$410K
KIM
246
Kestra Investment Management
Texas
$409K
CL
247
Choreo LLC
Illinois
$392K
HFO
248
Heritage Family Offices
Arizona
$388K
NERM
249
New England Research & Management
Illinois
$387K
BC
250
Bridgefront Capital
Texas
$375K