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Moelis & Co

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
326
Salem Investment Counselors
North Carolina
$6.54K -$5.05K -81 -44%
LI
327
LRI Investments
Florida
$6.42K +$6.42K +103 New
RAM
328
Riggs Asset Management
Pennsylvania
$6.42K +$6.42K +103 New
HNB
329
Hilltop National Bank
Wyoming
$6.23K +$6.23K +100 New
HCA
330
Harbor Capital Advisors
Illinois
$6K +$1.31K +21 +28%
HFS
331
Hantz Financial Services
Michigan
$6K +$5.47K +82 +1,025%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$5.8K +$4.24K +68 +272%
CA
333
Clearstead Advisors
Ohio
$5.55K +$5.55K +89 New
SWM
334
Spire Wealth Management
Virginia
$5.11K
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$4.49K
BIA
336
Bell Investment Advisors
California
$4.3K -$312 -5 -7%
HNW
337
High Note Wealth
Minnesota
$4.05K -$249 -4 -6%
NB
338
NBT Bank
New York
$3.7K
KFI
339
Key Financial Inc
Pennsylvania
$3.68K
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$2.8K
SIS
341
Sound Income Strategies
Florida
$2.74K
PWA
342
Physician Wealth Advisors
Utah
$2.68K +$1.68K +27 +169%
CFB
343
Cullen/Frost Bankers
Texas
$2.58K -$7.19K -114 -74%
PSFG
344
Park Square Financial Group
Georgia
$2.49K
AssetMark Inc
345
AssetMark Inc
California
$1.93K +$1.93K +31 New
MCM
346
MAI Capital Management
Ohio
$1.93K +$1.93K +31 New
WIM
347
Westside Investment Management
California
$1.81K
QL
348
Quarry LP
New York
$1.68K -$11.2K -179 -87%
NC
349
NewSquare Capital
Pennsylvania
$1.5K +$1.5K +24 New
JWA
350
JFS Wealth Advisors
Pennsylvania
$1.31K -$499 -8 -28%