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Moelis & Co
MC

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351 → 379 (+28)

4.49% more ownership

Funds ownership: 100.77% → 105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$141M
2
Goldman Sachs
Goldman Sachs
New York
+$40.9M
3
Jennison Associates
Jennison Associates
New York
+$28.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$27.4M
5
Millennium Management
Millennium Management
New York
+$24.9M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$48.6M
3
TAM
Timucuan Asset Management
Florida
-$41M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$20.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
351
NBT Bank
New York
$3.43K +$71 +1 +2%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$3.15K +$2.82K +40 +286%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$2.63K – – –
SIS
354
Sound Income Strategies
Florida
$2.57K – – –
CA
355
Continuum Advisory
Idaho
$2.51K +$3.03K +43 New
BFS
356
Bare Financial Services
Pennsylvania
$2.39K +$2.89K +41 New
PSFG
357
Park Square Financial Group
Georgia
$2.33K – – –
SW
358
SVB Wealth
Massachusetts
$2.33K +$2.82K +40 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$1.69K – – –
WIM
360
Westside Investment Management
California
$1.69K – – –
CA
361
Crewe Advisors
Utah
$1.52K +$1.83K +26 New
SFGP
362
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.49K +$1.83K +26 New
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$1.46K – – –
SC
364
Stephens Consulting
Michigan
$1.46K +$1.76K +25 New
PWA
365
Physician Wealth Advisors
Utah
$934 +$1.13K +16 New
WCM
366
WealthTrak Capital Management
Virginia
$876 +$705 +10 +200%
FMP
367
Financial Management Professionals
Texas
$817 +$987 +14 New
Amundi
368
Amundi
France
$635 +$846 +12 New
CFO
369
CVA Family Office
Colorado
$584 -$564 -8 -44%
National Bank of Canada
370
National Bank of Canada
Quebec, Canada
$418 +$494 +7 New
SIC
371
SJS Investment Consulting
Ohio
$409 – – –
CIAM
372
Caitong International Asset Management
Hong Kong
$350 +$423 +6 New
Q1WB
373
Quest 10 Wealth Builders
Virginia
$292 – – –
SC
374
SouthState Corp
Florida
$292 +$353 +5 New
LFG
375
Larson Financial Group
Missouri
$233 – – –
13 14
15
16 17

MC Hedge Fund Activity: Q1 2025 in Review

379 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2025, worth a combined $4.34B — down 17% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MC positions and 42 closed out — a net gain of 31 holders — while 160 added to existing stakes and 100 trimmed.

The largest buyer was Charles Schwab, adding an estimated $141M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $53.4M sold.

  • 379 institutional investors held Moelis & Co (MC) as of Q1 2025, up from 351 in Q4 2024.
  • Funds reported $4.34B of Moelis & Co stock for Q1 2025, down 17% quarter-over-quarter.
  • 73 funds opened new Moelis & Co positions in Q1 2025 and 42 closed out, a net change of +31 holders.
  • The largest Moelis & Co buyer in Q1 2025 was Charles Schwab, an estimated $141M added.
  • The largest Moelis & Co seller in Q1 2025 was Balyasny Asset Management, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2025.