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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$471K -$82.4K -1,235 -15%
Verition Fund Management
227
Verition Fund Management
Connecticut
$467K -$1.98M -29,601 -81%
FC
228
Farringdon Capital
United Kingdom
$460K +$446K +6,685 New
PMAM
229
Picton Mahoney Asset Management
Ontario, Canada
$458K +$445K +6,670 New
DADC
230
D.A. Davidson & Co
Montana
$458K -$6.67K -100 -1%
FDP
231
Financiere des Professionnels
Quebec, Canada
$454K
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$446K +$198K +2,963 +84%
FB
233
Fulton Bank
Pennsylvania
$446K -$13.1K -197 -3%
ORC
234
O'Rourke & Company
Massachusetts
$444K -$3.8K -57 -0.9%
MOS
235
MGO One Seven
Ohio
$444K +$34.6K +519 +9%
SLAM
236
Swiss Life Asset Management
$442K +$201K +3,006 +88%
WIA
237
World Investment Advisors
California
$432K -$69.4K -1,040 -14%
PAG
238
Private Advisor Group
New Jersey
$426K +$6.34K +95 +2%
PFPG
239
Pinnacle Financial Partners (Georgia)
Georgia
$425K +$413K +6,187 New
QCM
240
QRG Capital Management
Illinois
$418K +$172K +2,582 +74%
AIP
241
Ameritas Investment Partners
Nebraska
$415K -$11.8K -177 -3%
GI
242
GAMCO Investors
Connecticut
$412K
NERM
243
New England Research & Management
Illinois
$412K +$38.4K +575 +11%
X
244
Xponance
Pennsylvania
$405K +$2.14K +32 +0.5%
PA
245
Profund Advisors
Maryland
$398K +$163K +2,437 +73%
CL
246
Choreo LLC
Illinois
$393K +$4.8K +72 +1%
ASN
247
Advisory Services Network
Georgia
$388K -$6.54K -98 -2%
KIM
248
Kestra Investment Management
Texas
$382K -$11.6K -174 -3%
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$381K -$4.66M -69,887 -93%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$379K +$36.6K +548 +11%