We are live on ! Find out more
MC icon

Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
276
Pallas Capital Advisors
Massachusetts
$223K +$15K +225 +7%
PFW
277
Petros Family Wealth
Minnesota
$221K -$24.4K -366 -10%
VT
278
Vise Technologies
New York
$220K +$20.6K +309 +11%
LCWP
279
Legacy Capital Wealth Partners
Arkansas
$218K -$10.5K -157 -5%
Brown Advisory
280
Brown Advisory
Maryland
$215K +$208K +3,122 New
PWG
281
Portside Wealth Group
Utah
$212K -$48.7K -730 -19%
EH
282
Equitable Holdings
New York
$212K -$33.3K -499 -14%
EW
283
Evoke Wealth
California
$211K +$3.47K +52 +2%
MYIA
284
Mount Yale Investment Advisors
Colorado
$211K +$205K +3,067 New
VWM
285
Venturi Wealth Management
Texas
$210K -$16.6K -248 -8%
WC
286
Waterloo Capital
Texas
$206K +$467 +7 +0.2%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$204K +$1.33K +20 +0.7%
SRC
288
Sage Rhino Capital
California
$203K -$2.4K -36 -1%
TRCT
289
Tower Research Capital (TRC)
New York
$166K -$32.2K -482 -17%
Jones Financial Companies
290
Jones Financial Companies
Missouri
$159K +$46.3K +694 +43%
HNB
291
Huntington National Bank
Ohio
$156K -$667 -10 -0.4%
EP
292
Essential Partners
California
$153K +$1.2K +18 +0.8%
BC
293
Bayforest Capital
United Kingdom
$148K +$144K +2,158 New
KAS
294
Kestra Advisory Services
Texas
$147K +$143K +2,136 New
WTC
295
WhitTier Trust Company
Nevada
$142K
KAS
296
Kemnay Advisory Services
New York
$140K +$136K +2,041 New
KBC Group
297
KBC Group
Belgium
$139K
SAM
298
Smartleaf Asset Management
Massachusetts
$135K +$3.74K +56 +3%
VI
299
Vestcor Inc
New Brunswick, Canada
$133K
AUB
300
Atlantic Union Bankshares
Virginia
$116K