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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 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: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
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
Verition Fund Management
226
Verition Fund Management
Connecticut
$467K
FC
227
Farringdon Capital
United Kingdom
$460K
PMAM
228
Picton Mahoney Asset Management
Ontario, Canada
$458K
DADC
229
D.A. Davidson & Co
Montana
$458K
FDP
230
Financiere des Professionnels
Quebec, Canada
$454K
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$446K
FB
232
Fulton Bank
Pennsylvania
$446K
ORC
233
O'Rourke & Company
Massachusetts
$444K
MOS
234
MGO One Seven
Ohio
$444K
SLAM
235
Swiss Life Asset Management
$442K
WIA
236
World Investment Advisors
California
$432K
PAG
237
Private Advisor Group
New Jersey
$426K
PFPG
238
Pinnacle Financial Partners (Georgia)
Georgia
$425K
QCM
239
QRG Capital Management
Illinois
$418K
AIP
240
Ameritas Investment Partners
Nebraska
$415K
GI
241
GAMCO Investors
Connecticut
$412K
NERM
242
New England Research & Management
Illinois
$412K
X
243
Xponance
Pennsylvania
$405K
PA
244
Profund Advisors
Maryland
$398K
CL
245
Choreo LLC
Illinois
$393K
ASN
246
Advisory Services Network
Georgia
$388K
KIM
247
Kestra Investment Management
Texas
$382K
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$381K
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$379K
CIAS
250
Capital Investment Advisory Services
North Carolina
$359K