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Moelis & Co

374 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, 164 increasing their positions, 113 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
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
PWMG
326
Private Wealth Management Group
New Jersey
$9.16K
RIL
327
Rothschild Investment LLC
Illinois
$9.04K
BFS
328
Bare Financial Services
Pennsylvania
$8.29K
SHIM
329
Stone House Investment Management
Pennsylvania
$7.92K
PS
330
Principal Securities
Iowa
$7.17K
SIC
331
Salem Investment Counselors
North Carolina
$6.54K
LI
332
LRI Investments
Florida
$6.42K
RAM
333
Riggs Asset Management
Pennsylvania
$6.42K
DB
334
Danske Bank
Denmark
$6.23K
HNB
335
Hilltop National Bank
Wyoming
$6.23K
HCA
336
Harbor Capital Advisors
Illinois
$6K
HFS
337
Hantz Financial Services
Michigan
$6K
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$5.8K
CA
339
Clearstead Advisors
Ohio
$5.55K
SWM
340
Spire Wealth Management
Virginia
$5.11K
Mitsubishi UFJ Asset Management
341
Mitsubishi UFJ Asset Management
Japan
$4.49K
BIA
342
Bell Investment Advisors
California
$4.3K
HNW
343
High Note Wealth
Minnesota
$4.05K
NB
344
NBT Bank
New York
$3.7K
KFI
345
Key Financial Inc
Pennsylvania
$3.68K
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.8K
SIS
347
Sound Income Strategies
Florida
$2.74K
PWA
348
Physician Wealth Advisors
Utah
$2.68K
CFB
349
Cullen/Frost Bankers
Texas
$2.58K
PSFG
350
Park Square Financial Group
Georgia
$2.49K