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Moelis & Co

391 hedge funds and large institutions have $5.43B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.33M
Puts
$6.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Profund Advisors
Maryland
$239K
LCWP
277
Legacy Capital Wealth Partners
Arkansas
$237K
SC
278
SummitTX Capital
Texas
$237K
VWM
279
Venturi Wealth Management
Texas
$236K
QCM
280
Qsemble Capital Management
New York
$235K
SQA
281
Simon Quick Advisors
New Jersey
$234K
PA
282
PharVision Advisers
Florida
$225K
Focus Partners Wealth
283
Focus Partners Wealth
Massachusetts
$223K
HSBC Holdings
284
HSBC Holdings
United Kingdom
$219K
EW
285
Evoke Wealth
California
$215K
PCA
286
Pallas Capital Advisors
Massachusetts
$215K
SRC
287
Sage Rhino Capital
California
$213K
WC
288
Waterloo Capital
Texas
$213K
C
289
Covestor
United Kingdom
$212K
PFBT
290
Parkside Financial Bank & Trust
Missouri
$210K
TRCT
291
Tower Research Capital (TRC)
New York
$207K
VT
292
Vise Technologies
New York
$207K
HNB
293
Huntington National Bank
Ohio
$162K
VI
294
Vestcor Inc
New Brunswick, Canada
$138K
SAM
295
Smartleaf Asset Management
Massachusetts
$135K
NAAA
296
New Age Alpha Advisors
New York
$129K
WTC
297
WhitTier Trust Company
Nevada
$126K
AUB
298
Atlantic Union Bankshares
Virginia
$120K
Jones Financial Companies
299
Jones Financial Companies
Missouri
$118K
PCM
300
Penserra Capital Management
California
$114K