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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.5M
Puts
$893K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Farringdon Capital
United Kingdom
$460K
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$458K
DADC
228
D.A. Davidson & Co
Montana
$458K
FDP
229
Financiere des Professionnels
Quebec, Canada
$454K
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$446K
FB
231
Fulton Bank
Pennsylvania
$446K
ORC
232
O'Rourke & Company
Massachusetts
$444K
MOS
233
MGO One Seven
Ohio
$444K
SLAM
234
Swiss Life Asset Management
$442K
WIA
235
World Investment Advisors
California
$427K
PAG
236
Private Advisor Group
New Jersey
$426K
PFPG
237
Pinnacle Financial Partners (Georgia)
Georgia
$425K
QCM
238
QRG Capital Management
Illinois
$418K
AIP
239
Ameritas Investment Partners
Nebraska
$415K
GI
240
GAMCO Investors
Connecticut
$412K
NERM
241
New England Research & Management
Illinois
$412K
X
242
Xponance
Pennsylvania
$405K
PA
243
Profund Advisors
Maryland
$398K
CL
244
Choreo LLC
Illinois
$393K
ASN
245
Advisory Services Network
Georgia
$388K
KIM
246
Kestra Investment Management
Texas
$382K
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$381K
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$379K
CIAS
249
Capital Investment Advisory Services
North Carolina
$359K
ECM
250
Everence Capital Management
Indiana
$357K