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Moelis & Co

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$57K +$2.52K +43 +5%
Jones Financial Companies
302
Jones Financial Companies
Missouri
$56.3K +$8.69K +150 +18%
SAM
303
Smartleaf Asset Management
Massachusetts
$53.4K -$5.44K -94 -9%
EI
304
eCIO Inc
Wisconsin
$49.7K +$49.7K +852 New
CT
305
Colonial Trust
South Carolina
$46.7K +$3.45K +59 +8%
VCM
306
Versant Capital Management
Arizona
$46.5K +$43.5K +745 +1,461%
Lazard Asset Management
307
Lazard Asset Management
New York
$45K +$45K +780 New
HFM
308
Harvest Fund Management
China
$41K -$70.3K -1,197 -63%
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$37.6K +$35.3K +605 +1,551%
UB
310
UMB Bank
Missouri
$34K +$5.89K +101 +21%
CCM
311
Coldstream Capital Management
Washington
$32.4K +$32.4K +556 New
QCG
312
Quadrant Capital Group
Ohio
$28.5K +$175 +3 +0.6%
Nomura Asset Management
313
Nomura Asset Management
Japan
$22.2K
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$22K +$3.74K +64 +20%
CSB
315
City State Bank
Iowa
$20.4K
EWA
316
EverSource Wealth Advisors
Alabama
$18.4K +$7.3K +125 +66%
HT
317
Headlands Technologies
Illinois
$18K -$6.48K -111 -26%
LC
318
Lindbrook Capital
California
$15.9K
TCOV
319
Trust Company of Vermont
Vermont
$14.6K -$7.06K -121 -33%
GWM
320
Geneos Wealth Management
Colorado
$14.4K +$9.81K +168 +215%
HCP
321
Hexagon Capital Partners
Arkansas
$12.8K -$16.9K -289 -57%
QL
322
Quarry LP
New York
$12K +$12K +206 New
CAL
323
Capital Advisors Ltd
Ohio
$12K
BIG
324
Brooklyn Investment Group
New York
$12K +$11.9K +204 +20,400%
TWD
325
True Wealth Design
Ohio
$11.7K +$11.6K +198 +6,600%