MC icon

Moelis & Co

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
251
Riverview Capital Advisers
Massachusetts
$349K
Creative Planning
252
Creative Planning
Kansas
$339K -$8.52K -146 -2%
PFP
253
Pinnacle Financial Partners
Tennessee
$334K +$334K +5,730 New
HCM
254
Hodges Capital Management
Texas
$334K -$6.9M -118,125 -95%
SC
255
Savant Capital
Illinois
$326K +$326K +5,589 New
LCM
256
Legato Capital Management
California
$324K +$324K +5,547 New
PAG
257
Private Advisor Group
New Jersey
$323K -$23.5K -403 -7%
X
258
Xponance
Pennsylvania
$314K +$17.2K +294 +6%
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$307K -$184K -3,147 -37%
CIAS
260
Capital Investment Advisory Services
North Carolina
$304K -$64.7K -1,109 -18%
CL
261
Choreo LLC
Illinois
$296K +$14.2K +244 +5%
TW
262
Trajan Wealth
Arizona
$293K +$111K +1,895 +61%
VI
263
Vestcor Inc
New Brunswick, Canada
$292K +$292K +5,006 New
AIM
264
Aigen Investment Management
New York
$292K +$292K +4,996 New
HFO
265
Heritage Family Offices
Arizona
$288K +$27.8K +476 +11%
IWC
266
Integrated Wealth Concepts
Massachusetts
$280K +$25.2K +432 +10%
EH
267
Equitable Holdings
New York
$276K +$7.82K +134 +3%
SQA
268
Simon Quick Advisors
New Jersey
$275K +$73K +1,250 +36%
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$272K +$81.3K +1,393 +43%
PHK
270
Point72 Hong Kong
Hong Kong
$269K +$269K +4,612 New
USAA
271
United Services Automobile Association
Texas
$264K +$264K +4,558 New
TW
272
TritonPoint Wealth
Maryland
$262K
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$252K -$5.25K -90 -2%
SPA
274
Sherbrooke Park Advisers
New York
$249K +$249K +4,268 New
PCM
275
Princeton Capital Management
New Jersey
$233K +$58.4K +1,000 +33%