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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.5M
Puts
$893K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFW
276
Petros Family Wealth
Minnesota
$221K
VT
277
Vise Technologies
New York
$220K
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$218K
Brown Advisory
279
Brown Advisory
Maryland
$215K
PWG
280
Portside Wealth Group
Utah
$212K
EH
281
Equitable Holdings
New York
$212K
EW
282
Evoke Wealth
California
$211K
MYIA
283
Mount Yale Investment Advisors
Colorado
$211K
VWM
284
Venturi Wealth Management
Texas
$210K
WC
285
Waterloo Capital
Texas
$206K
PFBT
286
Parkside Financial Bank & Trust
Missouri
$204K
SRC
287
Sage Rhino Capital
California
$203K
TRCT
288
Tower Research Capital (TRC)
New York
$166K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$159K
HNB
290
Huntington National Bank
Ohio
$156K
BC
291
Bayforest Capital
United Kingdom
$148K
KAS
292
Kestra Advisory Services
Texas
$147K
WTC
293
WhitTier Trust Company
Nevada
$142K
KAS
294
Kemnay Advisory Services
New York
$140K
KBC Group
295
KBC Group
Belgium
$139K
SAM
296
Smartleaf Asset Management
Massachusetts
$135K
VI
297
Vestcor Inc
New Brunswick, Canada
$133K
AUB
298
Atlantic Union Bankshares
Virginia
$116K
GI
299
GAMMA Investing
California
$107K
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$103K