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Moelis & Co

391 hedge funds and large institutions have $5.43B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.33M
Puts
$6.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$375K
CIAS
252
Capital Investment Advisory Services
North Carolina
$372K
MM
253
MQS Management
New York
$372K
ECM
254
Everence Capital Management
Indiana
$370K
TW
255
Trajan Wealth
Arizona
$365K
FRM
256
Fox Run Management
Connecticut
$364K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$354K
BEI
258
Benjamin Edwards Inc
Missouri
$341K
AAP
259
Arax Advisory Partners
Colorado
$341K
Jacobs Levy Equity Management
260
Jacobs Levy Equity Management
New Jersey
$333K
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
$324K
TW
262
TritonPoint Wealth
Maryland
$320K
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$314K
JSC
264
Jackson Square Capital
California
$295K
RCA
265
Riverview Capital Advisers
Massachusetts
$288K
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$286K
PCM
267
Princeton Capital Management
New Jersey
$285K
SCA
268
Snowden Capital Advisors
New York
$283K
PWG
269
Portside Wealth Group
Utah
$273K
PFW
270
Petros Family Wealth
Minnesota
$256K
EH
271
Equitable Holdings
New York
$255K
AWM
272
AE Wealth Management
Kansas
$255K
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$251K
QCM
274
QRG Capital Management
Illinois
$249K
SLAM
275
Swiss Life Asset Management
$244K