MC icon

Moelis & Co

367 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, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
251
TownSquare Capital
Utah
$270K -$1.01M -16,277 -79%
Franklin Resources
252
Franklin Resources
California
$269K -$161K -2,579 -37%
EH
253
Equitable Holdings
New York
$254K -$40.8K -654 -14%
SCA
254
Snowden Capital Advisors
New York
$254K +$4.61K +74 +2%
RCA
255
Riverview Capital Advisers
Massachusetts
$251K -$121K -1,946 -33%
PCM
256
Princeton Capital Management
New Jersey
$249K
QCM
257
Qsemble Capital Management
New York
$249K +$249K +3,989 New
PWG
258
Portside Wealth Group
Utah
$246K +$246K +3,954 New
PFW
259
Petros Family Wealth
Minnesota
$243K +$1.68K +27 +0.7%
SQA
260
Simon Quick Advisors
New Jersey
$234K -$60.3K -967 -20%
Corient Private Wealth
261
Corient Private Wealth
Florida
$228K +$228K +3,657 New
VA
262
Vident Advisory
Georgia
$228K -$10.5K -168 -4%
Walleye Trading
263
Walleye Trading
New York
$226K +$226K +3,629 New
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$218K -$72.4K -1,162 -25%
AAS
265
Avantax Advisory Services
Texas
$215K +$215K +3,452 New
PA
266
Profund Advisors
Maryland
$214K +$214K +3,427 New
LCWP
267
Legacy Capital Wealth Partners
Arkansas
$207K +$207K +3,320 New
AWM
268
AE Wealth Management
Kansas
$207K +$207K +3,317 New
VWM
269
Venturi Wealth Management
Texas
$206K -$20K -321 -9%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$202K +$18.6K +298 +10%
C
271
Covestor
United Kingdom
$196K +$186K +2,994 +1,919%
Lazard Asset Management
272
Lazard Asset Management
New York
$192K +$144K +2,313 +297%
MYIA
273
Mount Yale Investment Advisors
Colorado
$190K +$190K +3,049 New
PFBT
274
Parkside Financial Bank & Trust
Missouri
$184K +$180K +2,892 +5,356%
SG Americas Securities
275
SG Americas Securities
New York
$158K -$1M -16,066 -86%