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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
301
GAMMA Investing
California
$107K +$2.87K +43 +3%
PWPS
302
Pinnacle Wealth Planning Services
Ohio
$103K +$100K +1,505 New
PA
303
Parallel Advisors
California
$92.5K +$4.14K +62 +5%
Ohio Public Employees Retirement System (OPERS)
304
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.4K +$3.74K +56 +5%
S
305
SignatureFD
Georgia
$79.3K -$467 -7 -0.6%
IA
306
IFP Advisors
Florida
$74K -$1K -15 -1%
CMBA
307
C.M. Bidwell & Associates
Hawaii
$73.3K +$334 +5 +0.5%
GRP
308
Global Retirement Partners
California
$68.5K +$30.2K +452 +83%
VCM
309
Versant Capital Management
Arizona
$65.2K
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$57K +$17.1K +256 +45%
EWA
311
EverSource Wealth Advisors
Alabama
$56.4K +$7.47K +112 +16%
SL
312
Salomon & Ludwin
Virginia
$49.9K -$667 -10 -1%
Simplex Trading
313
Simplex Trading
Illinois
$46.7K -$8.54K -128 -16%
HPC
314
HM Payson & Co
Maine
$46.7K
PTC
315
Private Trust Company
Ohio
$46.3K +$4.94K +74 +12%
UB
316
UMB Bank
Missouri
$45.9K +$3.07K +46 +7%
Nomura Asset Management
317
Nomura Asset Management
Japan
$43.3K
Bessemer Group
318
Bessemer Group
New Jersey
$43K +$15.1K +226 +58%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$36.8K -$2.74K -41 -7%
AF
320
Allworth Financial
California
$34.3K +$5.34K +80 +19%
SCM
321
Sterling Capital Management
North Carolina
$33.5K +$20.5K +307 +171%
EI
322
eCIO Inc
Wisconsin
$33.2K +$32.2K +483 New
MCM
323
MAI Capital Management
Ohio
$31.3K +$30.4K +455 New
NA
324
NewEdge Advisors
Louisiana
$29.5K -$31.6K -473 -52%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$29.4K +$5.74K +86 +25%