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Moelis & Co

371 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, 113 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.02M
Puts
$573K
Net Calls
Net Calls Change

Top Sellers

1 -$27.6M
2 -$27.2M
3 -$20.4M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$17.3M
5
Jane Street
Jane Street
New York
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
326
Bare Financial Services
Pennsylvania
$8.29K
SHIM
327
Stone House Investment Management
Pennsylvania
$7.92K
PS
328
Principal Securities
Iowa
$7.17K
SIC
329
Salem Investment Counselors
North Carolina
$6.54K
LI
330
LRI Investments
Florida
$6.42K
RAM
331
Riggs Asset Management
Pennsylvania
$6.42K
HNB
332
Hilltop National Bank
Wyoming
$6.23K
HCA
333
Harbor Capital Advisors
Illinois
$6K
HFS
334
Hantz Financial Services
Michigan
$6K
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$5.8K
CA
336
Clearstead Advisors
Ohio
$5.55K
SWM
337
Spire Wealth Management
Virginia
$5.11K
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$4.49K
BIA
339
Bell Investment Advisors
California
$4.3K
HNW
340
High Note Wealth
Minnesota
$4.05K
NB
341
NBT Bank
New York
$3.7K
KFI
342
Key Financial Inc
Pennsylvania
$3.68K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$2.8K
SIS
344
Sound Income Strategies
Florida
$2.74K
PWA
345
Physician Wealth Advisors
Utah
$2.68K
CFB
346
Cullen/Frost Bankers
Texas
$2.58K
PSFG
347
Park Square Financial Group
Georgia
$2.49K
AssetMark Inc
348
AssetMark Inc
California
$1.93K
MCM
349
MAI Capital Management
Ohio
$1.93K
WIM
350
Westside Investment Management
California
$1.81K