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Moelis & Co

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$2.63K
SIS
352
Sound Income Strategies
Florida
$2.57K
CA
353
Continuum Advisory
Idaho
$2.51K +$2.51K +43 New
BFS
354
Bare Financial Services
Pennsylvania
$2.39K +$2.39K +41 New
PSFG
355
Park Square Financial Group
Georgia
$2.33K
SW
356
SVB Wealth
Massachusetts
$2.33K +$2.33K +40 New
JWA
357
JFS Wealth Advisors
Pennsylvania
$1.69K
WIM
358
Westside Investment Management
California
$1.69K
CA
359
Crewe Advisors
Utah
$1.52K +$1.52K +26 New
SFG
360
Stonebridge Financial Group
Pennsylvania
$1.49K +$1.49K +26 New
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$1.46K
SC
362
Stephens Consulting
Michigan
$1.46K +$1.46K +25 New
PWA
363
Physician Wealth Advisors
Utah
$934 +$934 +16 New
WCM
364
WealthTrak Capital Management
Virginia
$876 +$584 +10 +200%
FMP
365
Financial Management Professionals
Texas
$817 +$817 +14 New
Amundi
366
Amundi
France
$635 +$635 +12 New
CFO
367
CVA Family Office
Colorado
$584 -$467 -8 -44%
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$418 +$418 +7 New
SIC
369
SJS Investment Consulting
Ohio
$409
CIAM
370
Caitong International Asset Management
Hong Kong
$350 +$350 +6 New
Q1WB
371
Quest 10 Wealth Builders
Virginia
$292
SC
372
SouthState Corp
Florida
$292 +$292 +5 New
LFG
373
Larson Financial Group
Missouri
$233
AWM
374
Abound Wealth Management
Tennessee
$176
PWM
375
Parkworth Wealth Management
California
$58