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Moelis & Co

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
226
Peak Financial Advisors
Colorado
$500K +$11.9K +204 +2%
AWM
227
Apollon Wealth Management
South Carolina
$484K -$7.7K -132 -2%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$464K +$316K +5,409 +213%
MML Investors Services
229
MML Investors Services
Massachusetts
$458K +$59.4K +1,017 +15%
FNA
230
First National Advisers
Nebraska
$457K +$457K +7,825 New
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$448K -$384K -6,571 -46%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$446K
I
233
InceptionR
California
$442K +$442K +7,568 New
AIP
234
Ameritas Investment Partners
Nebraska
$421K -$10.8K -185 -3%
ORC
235
O'Rourke & Company
Massachusetts
$415K +$17.2K +294 +4%
PMAM
236
Picton Mahoney Asset Management
Ontario, Canada
$412K +$412K +7,066 New
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$403K +$36.4K +623 +10%
Franklin Resources
238
Franklin Resources
California
$402K +$1.28K +22 +0.3%
ECM
239
Everence Capital Management
Indiana
$396K
DADC
240
D.A. Davidson & Co
Montana
$395K
Aviva
241
Aviva
United Kingdom
$392K +$392K +6,724 New
DFCM
242
Dark Forest Capital Management
Puerto Rico
$386K -$15.3K -263 -4%
Truist Financial
243
Truist Financial
North Carolina
$385K +$12.4K +213 +3%
FB
244
Fulton Bank
Pennsylvania
$373K +$20.4K +350 +6%
1C
245
111 Capital
France
$367K +$367K +6,289 New
AV
246
Alamea Verwaltungs
New Jersey
$366K +$366K +6,273 New
QCM
247
Quantinno Capital Management
New York
$364K +$201K +3,437 +123%
CFO
248
Callan Family Office
Pennsylvania
$359K -$797K -13,657 -69%
TCM
249
Teza Capital Management
Illinois
$358K +$27.4K +470 +8%
GI
250
GAMCO Investors
Connecticut
$350K +$350K +6,000 New