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Moelis & Co

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
276
Huntington National Bank
Ohio
$142K -$3.43K -55 -2%
KBC Group
277
KBC Group
Belgium
$126K -$63.8K -1,020 -34%
NAAA
278
New Age Alpha Advisors
New York
$115K -$125 -2 -0.1%
SAM
279
Smartleaf Asset Management
Massachusetts
$101K +$42.8K +680 +74%
Jones Financial Companies
280
Jones Financial Companies
Missouri
$89K +$27.8K +442 +45%
BC
281
Bayforest Capital
United Kingdom
$80.8K -$1.78M -28,554 -96%
PA
282
Parallel Advisors
California
$80K -$4.55K -73 -5%
IA
283
IFP Advisors
Florida
$76.2K -$2.74K -37 -3%
GI
284
GAMMA Investing
California
$75.3K -$26.4K -424 -26%
NICM
285
Neo Ivy Capital Management
New York
$75.2K +$75.2K +1,206 New
S
286
SignatureFD
Georgia
$71.9K -$1.12K -18 -2%
WTC
287
WhitTier Trust Company
Nevada
$68.5K
Ohio Public Employees Retirement System (OPERS)
288
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.9K +$1.62K +26 +2%
CMBA
289
C.M. Bidwell & Associates
Hawaii
$62K
FHA
290
First Horizon Advisors
Tennessee
$59.8K -$2.49K -40 -4%
VCM
291
Versant Capital Management
Arizona
$59.1K +$9.54K +153 +19%
CH
292
Canton Hathaway
Rhode Island
$51K +$51K +820 New
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$44K -$16.8K -269 -28%
EWA
294
EverSource Wealth Advisors
Alabama
$37.2K +$17.6K +282 +90%
UB
295
UMB Bank
Missouri
$34.8K -$1.5K -24 -4%
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$33.7K -$6.48K -104 -16%
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$32K +$32K +513 New
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
$31K -$100K -1,627 -76%
HT
299
Headlands Technologies
Illinois
$27.3K +$8.1K +130 +42%
PTC
300
Private Trust Company
Ohio
$25.9K -$41.2K -661 -61%