We are live on ! Find out more
MC icon

Moelis & Co

396 hedge funds and large institutions have $5.4B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 118

37% more call options, than puts

Call options by funds: $9.33M | Put options by funds: $6.82M

14% more capital invested

Capital invested by funds: $4.74B → $5.4B (+$658M)

6% more funds holding

Funds holding: 375396 (+21)

0.4% less ownership

Funds ownership: 102.52%102.11% (-0.4%)

Holders
396
Holders Change
+21
Holders Change %
+5.6%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
168
Reduced
118
Closed
36
Calls
$9.33M
Puts
$6.82M
Net Calls
+$2.5M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
276
QRG Capital Management
Illinois
$249K +$249K +3,493 New
SLAM
277
Swiss Life Asset Management
$244K +$244K +3,421 New
PA
278
Profund Advisors
Maryland
$239K -$5.64K -79 -2%
LCWP
279
Legacy Capital Wealth Partners
Arkansas
$237K +$714 +10 +0.3%
SC
280
SummitTX Capital
Texas
$237K -$195K -2,738 -45%
VWM
281
Venturi Wealth Management
Texas
$236K
QCM
282
Qsemble Capital Management
New York
$235K -$49.8K -697 -17%
SQA
283
Simon Quick Advisors
New Jersey
$234K
GHA
284
GW Henssler & Associates
Georgia
$232K +$232K +3,252 New
PA
285
PharVision Advisers
Florida
$225K +$225K +3,158 New
Focus Partners Wealth
286
Focus Partners Wealth
Massachusetts
$223K +$223K +3,122 New
HSBC Holdings
287
HSBC Holdings
United Kingdom
$219K -$500K -7,003 -69%
EW
288
Evoke Wealth
California
$215K +$216K +3,020 New
PCA
289
Pallas Capital Advisors
Massachusetts
$215K +$215K +3,012 New
SRC
290
Sage Rhino Capital
California
$213K +$213K +2,990 New
WC
291
Waterloo Capital
Texas
$213K +$213K +2,990 New
C
292
Covestor
United Kingdom
$212K -$12.6K -177 -6%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$210K
TRCT
294
Tower Research Capital (TRC)
New York
$207K -$247K -3,464 -54%
VT
295
Vise Technologies
New York
$207K +$207K +2,896 New
HNB
296
Huntington National Bank
Ohio
$162K
EP
297
Essential Partners
California
$158K
KBC Group
298
KBC Group
Belgium
$144K
VI
299
Vestcor Inc
New Brunswick, Canada
$138K -$219K -3,069 -61%
SAM
300
Smartleaf Asset Management
Massachusetts
$135K +$18.8K +263 +16%

MC Hedge Fund Activity: Q3 2025 in Review

396 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2025, worth a combined $5.4B — up 14% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MC positions and 36 closed out — a net gain of 24 holders — while 168 added to existing stakes and 118 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $49.6M. The largest seller was Citadel Advisors, cutting an estimated $91.3M.

  • 396 institutional investors held Moelis & Co (MC) as of Q3 2025, up from 375 in Q2 2025.
  • Funds reported $5.4B of Moelis & Co stock for Q3 2025, up 14% quarter-over-quarter.
  • 60 funds opened new Moelis & Co positions in Q3 2025 and 36 closed out, a net change of +24 holders.
  • The largest Moelis & Co buyer in Q3 2025 was T. Rowe Price Associates, an estimated $49.6M added.
  • The largest Moelis & Co seller in Q3 2025 was Citadel Advisors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q3 2025.