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Moelis & Co

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Asset Management
301
Nomura Asset Management
Japan
$23.7K
BTI
302
Blue Trust Inc
Georgia
$22.3K +$22.3K +358 New
CSB
303
City State Bank
Iowa
$21.8K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$21.2K -$2.31K -37 -10%
FFA
305
Farther Finance Advisors
California
$20.8K -$49K -786 -70%
BIG
306
Brooklyn Investment Group
New York
$20.4K +$7.6K +122 +60%
CT
307
Colonial Trust
South Carolina
$20.2K -$29.7K -476 -60%
AAP
308
Arax Advisory Partners
Colorado
$18.4K +$10.3K +165 +127%
GRP
309
Global Retirement Partners
California
$16.7K +$16.7K +268 New
TCOV
310
Trust Company of Vermont
Vermont
$15.6K
TPWA
311
Twin Peaks Wealth Advisors
California
$14.6K +$14.6K +199 New
LFG
312
Larson Financial Group
Missouri
$14.5K +$14.3K +229 +5,725%
SS
313
SBI Securities
Japan
$13.8K +$1.75K +28 +15%
Bessemer Group
314
Bessemer Group
New Jersey
$13K +$1.78K +28 +16%
NA
315
NewEdge Advisors
Louisiana
$12.3K
CAL
316
Capital Advisors Ltd
Ohio
$12K
RA
317
Rise Advisors
New York
$11.3K +$124 +2 +1%
SCM
318
Sterling Capital Management
North Carolina
$11.2K +$6.54K +105 +140%
AF
319
Allworth Financial
California
$10.3K +$5.92K +95 +136%
WA
320
WPG Advisers
Maryland
$10.2K +$2.37K +38 +30%
PWMG
321
Private Wealth Management Group
New Jersey
$9.16K
RIL
322
Rothschild Investment LLC
Illinois
$9.04K +$2.49K +40 +38%
BFS
323
Bare Financial Services
Pennsylvania
$8.29K +$5.73K +92 +224%
SHIM
324
Stone House Investment Management
Pennsylvania
$7.92K +$7.92K +127 New
PS
325
Principal Securities
Iowa
$7.17K +$2.43K +39 +51%