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Moelis & Co

374 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, 164 increasing their positions, 113 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.02M
Puts
$573K
Net Calls
Net Calls Change

Top Sellers

1 -$27.6M
2 -$27.2M
3 -$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
Change in
Stake
MCM
351
MAI Capital Management
Ohio
$1.93K
AssetMark Inc
352
AssetMark Inc
California
$1.93K
WIM
353
Westside Investment Management
California
$1.81K
QL
354
Quarry LP
New York
$1.68K
NC
355
NewSquare Capital
Pennsylvania
$1.5K
JWA
356
JFS Wealth Advisors
Pennsylvania
$1.31K
CT
357
Clearstead Trust
Maine
$1.12K
HFM
358
Harvest Fund Management
China
$1K
FMP
359
Financial Management Professionals
Texas
$872
CFO
360
CVA Family Office
Colorado
$810
HFS
361
Hughes Financial Services
Virginia
$701
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$561
SC
363
Stephens Consulting
Michigan
$437
RCM
364
Raleigh Capital Management
North Carolina
$350
WCM
365
WealthTrak Capital Management
Virginia
$312
Q1WB
366
Quest 10 Wealth Builders
Virginia
$312
STB
367
S&T Bank
Pennsylvania
$312
SIC
368
SJS Investment Consulting
Ohio
$187
AWM
369
Abound Wealth Management
Tennessee
$187
BGAI
370
Bruce G. Allen Investments
Colorado
$187
FFO
371
Fortitude Family Office
Arizona
$187
RWM
372
Rialto Wealth Management
New York
$63
HIA
373
HFM Investment Advisors
New Jersey
$62
OP
374
ORG Partners
Indiana
$56
Millennium Management
375
Millennium Management
New York