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Moelis & Co
MC

Overview Fund Activity

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$117M
2
Goldman Sachs
Goldman Sachs
New York
+$33.8M
3
Jennison Associates
Jennison Associates
New York
+$23.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$22.6M
5
Millennium Management
Millennium Management
New York
+$20.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$40.2M
3
TAM
Timucuan Asset Management
Florida
-$33.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$20.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Snowden Capital Advisors
New York
$233K -$9.75K -167 -4%
KeyBank National Association
277
KeyBank National Association
Ohio
$232K +$232K +3,983 New
PFW
278
Petros Family Wealth
Minnesota
$226K +$2.33K +40 +1%
VA
279
Vident Advisory
Georgia
$223K +$42.3K +724 +23%
PTC
280
Petrus Trust Company
Texas
$221K +$221K +3,787 New
VWM
281
Venturi Wealth Management
Texas
$212K +$5.54K +95 +3%
KBC Group
282
KBC Group
Belgium
$177K – – –
Nisa Investment Advisors
283
Nisa Investment Advisors
Missouri
$172K -$36.8K -630 -18%
HNB
284
Huntington National Bank
Ohio
$136K +$134K +2,291 +5,874%
BAMF
285
BI Asset Management Fondsmaeglerselskab
Denmark
$124K +$124K +2,130 New
TRCT
286
Tower Research Capital (TRC)
New York
$116K -$118K -2,028 -51%
NAAA
287
New Age Alpha Advisors
New York
$107K +$107K +1,842 New
GI
288
GAMMA Investing
California
$95.2K +$26.7K +457 +39%
HPC
289
HM Payson & Co
Maine
$91.8K – – –
KIM
290
Kestra Investment Management
Texas
$85.4K -$29.6K -508 -26%
PA
291
Parallel Advisors
California
$79.1K -$992 -17 -1%
S
292
SignatureFD
Georgia
$68.3K – – –
FFA
293
Farther Finance Advisors
California
$65.4K +$5.25K +90 +9%
WTC
294
WhitTier Trust Company
Nevada
$64.1K – – –
PTC
295
Private Trust Company
Ohio
$62.9K -$1.69K -29 -3%
IA
296
IFP Advisors
Florida
$62.2K -$1.05K -18 -2%
Ohio Public Employees Retirement System (OPERS)
297
Ohio Public Employees Retirement System (OPERS)
Ohio
$61.2K +$2.45K +42 +4%
NS
298
NBC Securities
Alabama
$59K +$59K +1,026 New
FHA
299
First Horizon Advisors
Tennessee
$58.3K – – –
CMBA
300
C.M. Bidwell & Associates
Hawaii
$58.1K +$58.1K +995 New
10 11
12
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