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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 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: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
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
ECM
251
Everence Capital Management
Indiana
$357K
IC
252
IEQ Capital
California
$357K
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$347K
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
$346K
CWM
255
CIBC World Markets
New York
$338K
BEI
256
Benjamin Edwards Inc
Missouri
$337K
TW
257
Trajan Wealth
Arizona
$334K
HFO
258
Heritage Family Offices
Arizona
$329K
Jacobs Levy Equity Management
259
Jacobs Levy Equity Management
New Jersey
$321K
AWM
260
AE Wealth Management
Kansas
$311K
IWC
261
Integrated Wealth Concepts
Massachusetts
$309K
TW
262
TritonPoint Wealth
Maryland
$309K
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$306K
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$290K
MWM
265
Modern Wealth Management
Kansas
$279K
State of Wisconsin Investment Board
266
State of Wisconsin Investment Board
Wisconsin
$277K
PCM
267
Princeton Capital Management
New Jersey
$275K
SCA
268
Snowden Capital Advisors
New York
$269K
JF
269
Jump Financial
Illinois
$268K
C
270
Covestor
United Kingdom
$264K
Capstone Investment Advisors
271
Capstone Investment Advisors
New York
$263K
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$247K
GHA
273
GW Henssler & Associates
Georgia
$236K
SQA
274
Simon Quick Advisors
New Jersey
$225K
PCA
275
Pallas Capital Advisors
Massachusetts
$223K