MC icon

Moelis & Co
MC

Overview Fund Activity

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K

Top Buyers

1
ACL
Azora Capital LP
Florida
+$46.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$38M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$26.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.6M
2
Millennium Management
Millennium Management
New York
-$27.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.4M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$17.3M
5
Jane Street
Jane Street
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
226
O'Rourke & Company
Massachusetts
$405K -$38K -610 -9%
TRCT
227
Tower Research Capital (TRC)
New York
$397K +$273K +4,380 +220%
AV
228
Alamea Verwaltungs
New Jersey
$391K – – –
AC
229
AXQ Capital
New Jersey
$386K +$386K +6,201 New
TW
230
Trajan Wealth
Arizona
$380K +$66.4K +1,065 +21%
SC
231
SummitTX Capital
Texas
$378K +$378K +6,065 New
GI
232
GAMCO Investors
Connecticut
$374K – – –
ASN
233
Advisory Services Network
Georgia
$368K +$368K +5,247 New
DS
234
DRW Securities
Illinois
$363K +$363K +5,831 New
X
235
Xponance
Pennsylvania
$361K +$26.2K +421 +8%
PAG
236
Private Advisor Group
New Jersey
$355K +$10.5K +168 +3%
IWC
237
Integrated Wealth Concepts
Massachusetts
$354K +$55K +883 +18%
LCM
238
Legato Capital Management
California
$346K – – –
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$345K +$345K +5,538 New
MFG
240
Merit Financial Group
Georgia
$338K +$338K +5,429 New
CL
241
Choreo LLC
Illinois
$334K +$17.4K +279 +5%
CIAS
242
Capital Investment Advisory Services
North Carolina
$325K +$312 +5 +0.1%
ECM
243
Everence Capital Management
Indiana
$323K -$99K -1,590 -23%
VI
244
Vestcor Inc
New Brunswick, Canada
$312K – – –
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$305K -$22.9K -368 -7%
JF
246
Jump Financial
Illinois
$297K -$3.43M -55,112 -92%
OAM
247
Oxford Asset Management
United Kingdom
$293K +$293K +4,697 New
HFO
248
Heritage Family Offices
Arizona
$286K – – –
TW
249
TritonPoint Wealth
Maryland
$280K – – –
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$278K +$9.04K +145 +3%
8 9
10
11 12