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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
PA
301
Parallel Advisors
California
$92.5K
Ohio Public Employees Retirement System (OPERS)
302
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.4K
S
303
SignatureFD
Georgia
$79.3K
IA
304
IFP Advisors
Florida
$74K
CMBA
305
C.M. Bidwell & Associates
Hawaii
$73.3K
GRP
306
Global Retirement Partners
California
$68.5K
VCM
307
Versant Capital Management
Arizona
$65.2K
BNP Paribas Asset Management
308
BNP Paribas Asset Management
France
$57K
EWA
309
EverSource Wealth Advisors
Alabama
$56.4K
SL
310
Salomon & Ludwin
Virginia
$49.9K
Simplex Trading
311
Simplex Trading
Illinois
$46.7K
HPC
312
HM Payson & Co
Maine
$46.7K
PTC
313
Private Trust Company
Ohio
$46.3K
UB
314
UMB Bank
Missouri
$45.9K
Nomura Asset Management
315
Nomura Asset Management
Japan
$43.3K
Bessemer Group
316
Bessemer Group
New Jersey
$43K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$36.8K
AF
318
Allworth Financial
California
$34.3K
SCM
319
Sterling Capital Management
North Carolina
$33.5K
EI
320
eCIO Inc
Wisconsin
$33.2K
MCM
321
MAI Capital Management
Ohio
$31.3K
NA
322
NewEdge Advisors
Louisiana
$29.5K
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$29.4K
HFS
324
Hantz Financial Services
Michigan
$29K
CA
325
Crewe Advisors
Utah
$28.5K