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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 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: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
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
VT
276
Vise Technologies
New York
$220K
LCWP
277
Legacy Capital Wealth Partners
Arkansas
$218K
Brown Advisory
278
Brown Advisory
Maryland
$215K
PWG
279
Portside Wealth Group
Utah
$212K
EH
280
Equitable Holdings
New York
$212K
EW
281
Evoke Wealth
California
$211K
MYIA
282
Mount Yale Investment Advisors
Colorado
$211K
VWM
283
Venturi Wealth Management
Texas
$210K
WC
284
Waterloo Capital
Texas
$206K
PFBT
285
Parkside Financial Bank & Trust
Missouri
$204K
SRC
286
Sage Rhino Capital
California
$203K
TRCT
287
Tower Research Capital (TRC)
New York
$166K
Jones Financial Companies
288
Jones Financial Companies
Missouri
$159K
HNB
289
Huntington National Bank
Ohio
$156K
BC
290
Bayforest Capital
United Kingdom
$148K
KAS
291
Kestra Advisory Services
Texas
$147K
WTC
292
WhitTier Trust Company
Nevada
$142K
KAS
293
Kemnay Advisory Services
New York
$140K
KBC Group
294
KBC Group
Belgium
$139K
SAM
295
Smartleaf Asset Management
Massachusetts
$135K
VI
296
Vestcor Inc
New Brunswick, Canada
$133K
AUB
297
Atlantic Union Bankshares
Virginia
$116K
GI
298
GAMMA Investing
California
$107K
PWPS
299
Pinnacle Wealth Planning Services
Ohio
$103K
PA
300
Parallel Advisors
California
$92.5K