Moelis & Co
387 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, 164 increasing their positions, 116 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
14% more capital invested
Capital invested by funds: $4.74B → $5.43B (+$684M)
4% more funds holding
Funds holding: 372 → 387 (+15)
0.1% more ownership
Funds ownership: 102.51% → 102.6% (+0.1%)
Holders
387
Holding in Top 10
3
Calls
$9.33M
Puts
$6.82M
Top Buyers
| 1 | +$49.5M | |
| 2 | +$41.7M | |
| 3 | +$32.7M | |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$27M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
Top Sellers
| 1 | -$91.2M | |
| 2 | -$37.6M | |
| 3 | -$22.2M | |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$17.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$17.3M |
