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Moelis & Co

399 hedge funds and large institutions have $4.56B invested in Moelis & Co in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 134 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.85M
Puts
$314K
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
$72.8K
EWA
302
EverSource Wealth Advisors
Alabama
$67.4K
S
303
SignatureFD
Georgia
$67K
IA
304
IFP Advisors
Florida
$63.2K
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$50.3K
VCM
306
Versant Capital Management
Arizona
$49.6K
CMBA
307
C.M. Bidwell & Associates
Hawaii
$45.8K
PTC
308
Private Trust Company
Ohio
$45.7K
UB
309
UMB Bank
Missouri
$45.4K
AF
310
Allworth Financial
California
$41.7K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$40K
Bessemer Group
312
Bessemer Group
New Jersey
$39K
HPC
313
HM Payson & Co
Maine
$36.6K
Nomura Asset Management
314
Nomura Asset Management
Japan
$35.9K
AAP
315
Arax Advisory Partners
Colorado
$34.9K
SAM
316
Smartleaf Asset Management
Massachusetts
$29.4K
IAAG
317
Innovative Asset Advisors Group
Connecticut
$28.5K
SCM
318
Sterling Capital Management
North Carolina
$27.5K
BBHC
319
Brown Brothers Harriman & Co
New York
$27.1K
MCM
320
MAI Capital Management
Ohio
$26.8K
RFP
321
Root Financial Partners
California
$25.9K
VSQM
322
V-Square Quantitative Management
Illinois
$24.7K
CA
323
Crewe Advisors
Utah
$23.7K
CFB
324
Cullen/Frost Bankers
Texas
$23.6K
KAS
325
Kemnay Advisory Services
New York
$23.4K