MC icon

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 %
NA
326
NewEdge Advisors
Louisiana
$11.6K
SS
327
SBI Securities
Japan
$11.3K +$934 +16 +9%
SIC
328
Salem Investment Counselors
North Carolina
$10.9K +$4.73K +81 +77%
RA
329
Rise Advisors
New York
$10.4K -$3.03K -52 -23%
Bessemer Group
330
Bessemer Group
New Jersey
$10K -$1.92K -34 -16%
Optiver Holding
331
Optiver Holding
Netherlands
$9.86K +$9.86K +169 New
CFB
332
Cullen/Frost Bankers
Texas
$9.05K +$9.05K +155 New
C
333
Covestor
United Kingdom
$9K +$8.83K +153 +5,100%
PWMG
334
Private Wealth Management Group
New Jersey
$8.58K
AAP
335
Arax Advisory Partners
Colorado
$7.59K -$3.21K -55 -30%
WA
336
WPG Advisers
Maryland
$7.3K -$467 -8 -6%
RIL
337
Rothschild Investment LLC
Illinois
$6.13K +$875 +15 +17%
HIM
338
Hillsdale Investment Management
Ontario, Canada
$5.84K +$5.84K +100 New
AF
339
Advisornet Financial
Minnesota
$5.78K +$5.78K +99 New
PS
340
Principal Securities
Iowa
$5.62K
SWM
341
Spire Wealth Management
Virginia
$4.79K +$4.79K +82 New
SCM
342
Sterling Capital Management
North Carolina
$4.38K +$117 +2 +3%
BIA
343
Bell Investment Advisors
California
$4.32K +$875 +15 +25%
Mitsubishi UFJ Asset Management
344
Mitsubishi UFJ Asset Management
Japan
$4.2K
HNW
345
High Note Wealth
Minnesota
$4.03K
HCA
346
Harbor Capital Advisors
Illinois
$4K -$1M -18,825 -100%
AF
347
Allworth Financial
California
$3.68K +$2.05K +39 +126%
KFI
348
Key Financial Inc
Pennsylvania
$3.44K
NB
349
NBT Bank
New York
$3.43K +$58 +1 +2%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$3.15K +$2.34K +40 +286%