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Moelis & Co

374 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, 164 increasing their positions, 113 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.02M
Puts
$573K
Net Calls
Net Calls Change

Top Sellers

1 -$27.6M
2 -$27.2M
3 -$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
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$422K
KeyBank National Association
227
KeyBank National Association
Ohio
$416K
Creative Planning
228
Creative Planning
Kansas
$414K
FB
229
Fulton Bank
Pennsylvania
$410K
ORC
230
O'Rourke & Company
Massachusetts
$405K
TRCT
231
Tower Research Capital (TRC)
New York
$397K
AV
232
Alamea Verwaltungs
New Jersey
$391K
AC
233
AXQ Capital
New Jersey
$386K
TW
234
Trajan Wealth
Arizona
$380K
SC
235
SummitTX Capital
Texas
$378K
GI
236
GAMCO Investors
Connecticut
$374K
ASN
237
Advisory Services Network
Georgia
$368K
PFP
238
Pinnacle Financial Partners
Tennessee
$366K
DS
239
DRW Securities
Illinois
$363K
X
240
Xponance
Pennsylvania
$361K
PAG
241
Private Advisor Group
New Jersey
$355K
IWC
242
Integrated Wealth Concepts
Massachusetts
$354K
LCM
243
Legato Capital Management
California
$346K
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$345K
MFG
245
Merit Financial Group
Georgia
$338K
CL
246
Choreo LLC
Illinois
$334K
CIAS
247
Capital Investment Advisory Services
North Carolina
$325K
ECM
248
Everence Capital Management
Indiana
$323K
VI
249
Vestcor Inc
New Brunswick, Canada
$312K
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$305K