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Moelis & Co
MC

Overview Fund Activity

367 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, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K

Top Buyers

1
ACL
Azora Capital LP
Florida
+$46.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$38M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$26.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.6M
2
Millennium Management
Millennium Management
New York
-$27.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$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 		Shares
Change %
CT
351
Clearstead Trust
Maine
$1.12K +$1.12K +18 New
HFM
352
Harvest Fund Management
China
$1K -$33.9K -678 -97%
FMP
353
Financial Management Professionals
Texas
$872 – – –
CFO
354
CVA Family Office
Colorado
$810 +$187 +3 +30%
HFS
355
Hughes Financial Services
Virginia
$701 +$701 +10 New
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$561 +$561 +9 New
SC
357
Stephens Consulting
Michigan
$437 -$1.12K -18 -72%
RCM
358
Raleigh Capital Management
North Carolina
$350 +$350 +6 New
WCM
359
WealthTrak Capital Management
Virginia
$312 -$624 -10 -67%
STB
360
S&T Bank
Pennsylvania
$312 +$312 +5 New
SIC
361
SJS Investment Consulting
Ohio
$187 -$249 -4 -57%
AWM
362
Abound Wealth Management
Tennessee
$187 – – –
BGAI
363
Bruce G. Allen Investments
Colorado
$187 +$187 +3 New
FFO
364
Fortitude Family Office
Arizona
$187 +$187 +3 New
RWM
365
Rialto Wealth Management
New York
$63 +$63 +1 New
HIA
366
HFM Investment Advisors
New Jersey
$62 +$62 +1 New
OP
367
ORG Partners
Indiana
$56 -$51 – –
Millennium Management
368
Millennium Management
New York
– -$27.2M -465,677 Closed
Tudor Investment Corp
369
Tudor Investment Corp
Connecticut
– -$17.3M -295,915 Closed
Jane Street
370
Jane Street
New York
– -$16.8M -288,229 Closed
Jacobs Levy Equity Management
371
Jacobs Levy Equity Management
New Jersey
– -$11.9M -203,968 Closed
Voloridge Investment Management
372
Voloridge Investment Management
Florida
– -$11M -187,976 Closed
CSS
373
Cubist Systematic Strategies
Connecticut
– -$10.7M -182,826 Closed
TI
374
Trexquant Investment
Connecticut
– -$9.44M -161,749 Closed
Point72 Asset Management
375
Point72 Asset Management
Connecticut
– -$7.39M -126,688 Closed
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