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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 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: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
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
Ohio Public Employees Retirement System (OPERS)
301
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.4K
S
302
SignatureFD
Georgia
$79.3K
IA
303
IFP Advisors
Florida
$74K
CMBA
304
C.M. Bidwell & Associates
Hawaii
$73.3K
GRP
305
Global Retirement Partners
California
$68.5K
VCM
306
Versant Capital Management
Arizona
$65.2K
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$57K
EWA
308
EverSource Wealth Advisors
Alabama
$56.4K
SL
309
Salomon & Ludwin
Virginia
$49.9K
Simplex Trading
310
Simplex Trading
Illinois
$46.7K
HPC
311
HM Payson & Co
Maine
$46.7K
PTC
312
Private Trust Company
Ohio
$46.3K
UB
313
UMB Bank
Missouri
$45.9K
Nomura Asset Management
314
Nomura Asset Management
Japan
$43.3K
Bessemer Group
315
Bessemer Group
New Jersey
$43K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$36.8K
AF
317
Allworth Financial
California
$34.3K
SCM
318
Sterling Capital Management
North Carolina
$33.5K
EI
319
eCIO Inc
Wisconsin
$33.2K
MCM
320
MAI Capital Management
Ohio
$31.3K
NA
321
NewEdge Advisors
Louisiana
$29.5K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$29.4K
HFS
323
Hantz Financial Services
Michigan
$29K
CA
324
Crewe Advisors
Utah
$28.5K
VSQM
325
V-Square Quantitative Management
Illinois
$27.5K