We are live on ! Find out more
MC icon

Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
326
Hantz Financial Services
Michigan
$29K +$10.9K +163 +64%
CA
327
Crewe Advisors
Utah
$28.5K
VSQM
328
V-Square Quantitative Management
Illinois
$27.5K +$26.7K +400 New
FFA
329
Farther Finance Advisors
California
$27.1K -$5.21K -78 -17%
CFB
330
Cullen/Frost Bankers
Texas
$27.1K +$5.14K +77 +24%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$24.5K -$12.7K -191 -35%
CSB
332
City State Bank
Iowa
$24.1K
BBHC
333
Brown Brothers Harriman & Co
New York
$23.8K +$5.94K +89 +35%
CT
334
Colonial Trust
South Carolina
$22.9K +$467 +7 +2%
SSG
335
Summit Securities Group
New York
$22.2K +$21.6K +323 New
LFG
336
Larson Financial Group
Missouri
$20.6K +$2.6K +39 +15%
AAP
337
Arax Advisory Partners
Colorado
$20.3K -$299K -4,481 -94%
LI
338
LRI Investments
Florida
$19.5K -$734 -11 -4%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$17.8K +$17.2K +258 +25,800%
SIS
340
Sound Income Strategies
Florida
$17.3K +$11.9K +179 +407%
TCOV
341
Trust Company of Vermont
Vermont
$17.2K
RIL
342
Rothschild Investment LLC
Illinois
$16.2K +$7.74K +116 +97%
SS
343
SBI Securities
Japan
$15.7K +$267 +4 +2%
CAL
344
Capital Advisors Ltd
Ohio
$14K
DT
345
DV Trading
Illinois
$13.7K +$13.3K +200 New
EB
346
Eastern Bank
Massachusetts
$11.8K +$11.4K +171 New
WA
347
WPG Advisers
Maryland
$11.2K -$4.41K -66 -29%
MCA
348
McGuire Capital Advisors
Oklahoma
$11.2K +$10.9K +163 New
BFS
349
Bare Financial Services
Pennsylvania
$11.1K +$1.4K +21 +15%
BIA
350
Bell Investment Advisors
California
$10.7K +$5.74K +86 +125%