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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
CIAS
251
Capital Investment Advisory Services
North Carolina
$359K +$334 +5 +0.1%
ECM
252
Everence Capital Management
Indiana
$357K
IC
253
IEQ Capital
California
$357K +$346K +5,189 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$347K -$14K -210 -4%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$346K +$127K +1,906 +61%
CWM
256
CIBC World Markets
New York
$338K +$328K +4,920 New
BEI
257
Benjamin Edwards Inc
Missouri
$337K +$7.74K +116 +2%
TW
258
Trajan Wealth
Arizona
$334K -$17K -254 -5%
HFO
259
Heritage Family Offices
Arizona
$329K -$43.7K -655 -12%
Jacobs Levy Equity Management
260
Jacobs Levy Equity Management
New Jersey
$321K
AWM
261
AE Wealth Management
Kansas
$311K +$63.5K +951 +27%
IWC
262
Integrated Wealth Concepts
Massachusetts
$309K -$331K -4,958 -52%
TW
263
TritonPoint Wealth
Maryland
$309K
Envestnet Portfolio Solutions
264
Envestnet Portfolio Solutions
Illinois
$306K -$5.54K -83 -2%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$290K -$11.9K -179 -4%
MWM
266
Modern Wealth Management
Kansas
$279K +$271K +4,061 New
State of Wisconsin Investment Board
267
State of Wisconsin Investment Board
Wisconsin
$277K -$205K -3,079 -43%
PCM
268
Princeton Capital Management
New Jersey
$275K
SCA
269
Snowden Capital Advisors
New York
$269K -$3.8K -57 -1%
JF
270
Jump Financial
Illinois
$268K -$721K -10,800 -73%
C
271
Covestor
United Kingdom
$264K +$58.3K +873 +29%
Capstone Investment Advisors
272
Capstone Investment Advisors
New York
$263K +$255K +3,827 New
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$247K -$27.2K -408 -10%
GHA
274
GW Henssler & Associates
Georgia
$236K +$12.1K +181 +6%
SQA
275
Simon Quick Advisors
New Jersey
$225K -$133 -2 -0.1%