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Moelis & Co

391 hedge funds and large institutions have $5.43B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
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
$9.33M
Puts
$6.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
326
City State Bank
Iowa
$25K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$24.3K
CT
328
Colonial Trust
South Carolina
$23.3K
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$23K
CFB
330
Cullen/Frost Bankers
Texas
$22.6K
LI
331
LRI Investments
Florida
$21K
LFG
332
Larson Financial Group
Missouri
$18.6K
BBHC
333
Brown Brothers Harriman & Co
New York
$18.3K
HFS
334
Hantz Financial Services
Michigan
$18K
TCOV
335
Trust Company of Vermont
Vermont
$17.8K
WA
336
WPG Advisers
Maryland
$16.3K
SS
337
SBI Securities
Japan
$16K
WANY
338
Wealthspire Advisors (New York)
New York
$15.3K
UCB
339
United Community Bank
South Carolina
$14.6K
CAL
340
Capital Advisors Ltd
Ohio
$14K
RA
341
Rise Advisors
New York
$13K
SCM
342
Sterling Capital Management
North Carolina
$12.8K
PWMG
343
Private Wealth Management Group
New Jersey
$10.5K
BFS
344
Bare Financial Services
Pennsylvania
$10.1K
Optiver Holding
345
Optiver Holding
Netherlands
$9.91K
SHIM
346
Stone House Investment Management
Pennsylvania
$9.77K
PS
347
Principal Securities
Iowa
$9.34K
RIL
348
Rothschild Investment LLC
Illinois
$8.56K
SIC
349
Salem Investment Counselors
North Carolina
$7.49K
DB
350
Danske Bank
Denmark
$7.13K