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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 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: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
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
IC
251
IEQ Capital
California
$357K
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$347K
Focus Partners Wealth
253
Focus Partners Wealth
Massachusetts
$346K
CWM
254
CIBC World Markets
New York
$338K
BEI
255
Benjamin Edwards Inc
Missouri
$337K
TW
256
Trajan Wealth
Arizona
$334K
HFO
257
Heritage Family Offices
Arizona
$329K
Jacobs Levy Equity Management
258
Jacobs Levy Equity Management
New Jersey
$321K
AWM
259
AE Wealth Management
Kansas
$311K
IWC
260
Integrated Wealth Concepts
Massachusetts
$309K
TW
261
TritonPoint Wealth
Maryland
$309K
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$306K
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$290K
MWM
264
Modern Wealth Management
Kansas
$279K
State of Wisconsin Investment Board
265
State of Wisconsin Investment Board
Wisconsin
$277K
PCM
266
Princeton Capital Management
New Jersey
$275K
SCA
267
Snowden Capital Advisors
New York
$269K
JF
268
Jump Financial
Illinois
$268K
C
269
Covestor
United Kingdom
$264K
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$263K
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$247K
GHA
272
GW Henssler & Associates
Georgia
$236K
SQA
273
Simon Quick Advisors
New Jersey
$225K
PCA
274
Pallas Capital Advisors
Massachusetts
$223K
PFW
275
Petros Family Wealth
Minnesota
$221K