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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 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: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
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
VSQM
326
V-Square Quantitative Management
Illinois
$27.5K
FFA
327
Farther Finance Advisors
California
$27.1K
CFB
328
Cullen/Frost Bankers
Texas
$27.1K
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$24.5K
CSB
330
City State Bank
Iowa
$24.1K
BBHC
331
Brown Brothers Harriman & Co
New York
$23.8K
CT
332
Colonial Trust
South Carolina
$22.9K
SSG
333
Summit Securities Group
New York
$22.2K
LFG
334
Larson Financial Group
Missouri
$20.6K
AAP
335
Arax Advisory Partners
Colorado
$20.3K
LI
336
LRI Investments
Florida
$19.5K
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$17.8K
SIS
338
Sound Income Strategies
Florida
$17.3K
TCOV
339
Trust Company of Vermont
Vermont
$17.2K
RIL
340
Rothschild Investment LLC
Illinois
$16.2K
SS
341
SBI Securities
Japan
$15.7K
CAL
342
Capital Advisors Ltd
Ohio
$14K
DT
343
DV Trading
Illinois
$13.7K
EB
344
Eastern Bank
Massachusetts
$11.8K
WA
345
WPG Advisers
Maryland
$11.2K
MCA
346
McGuire Capital Advisors
Oklahoma
$11.2K
BFS
347
Bare Financial Services
Pennsylvania
$11.1K
BIA
348
Bell Investment Advisors
California
$10.7K
PWMG
349
Private Wealth Management Group
New Jersey
$10.1K
RFP
350
Root Financial Partners
California
$7.97K