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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.5M
Puts
$893K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
Farther Finance Advisors
California
$27.1K
CFB
327
Cullen/Frost Bankers
Texas
$27.1K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$24.5K
CSB
329
City State Bank
Iowa
$24.1K
BBHC
330
Brown Brothers Harriman & Co
New York
$23.8K
CT
331
Colonial Trust
South Carolina
$22.9K
SSG
332
Summit Securities Group
New York
$22.2K
LFG
333
Larson Financial Group
Missouri
$20.6K
AAP
334
Arax Advisory Partners
Colorado
$20.3K
LI
335
LRI Investments
Florida
$19.5K
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$17.8K
SIS
337
Sound Income Strategies
Florida
$17.3K
TCOV
338
Trust Company of Vermont
Vermont
$17.2K
RIL
339
Rothschild Investment LLC
Illinois
$16.2K
SS
340
SBI Securities
Japan
$15.7K
CAL
341
Capital Advisors Ltd
Ohio
$14K
DT
342
DV Trading
Illinois
$13.7K
EB
343
Eastern Bank
Massachusetts
$11.8K
WA
344
WPG Advisers
Maryland
$11.2K
MCA
345
McGuire Capital Advisors
Oklahoma
$11.2K
BFS
346
Bare Financial Services
Pennsylvania
$11.1K
BIA
347
Bell Investment Advisors
California
$10.7K
PWMG
348
Private Wealth Management Group
New Jersey
$10.1K
RFP
349
Root Financial Partners
California
$7.97K
AA
350
Ancora Advisors
Ohio
$7.29K