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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$10.1K
RFP
352
Root Financial Partners
California
$7.97K +$2.54K +38 +49%
AA
353
Ancora Advisors
Ohio
$7.29K +$7.08K +106 New
DB
354
Danske Bank
Denmark
$6.87K
HNB
355
Hilltop National Bank
Wyoming
$6.87K
CA
356
Clearstead Advisors
Ohio
$6.12K
HCA
357
Harbor Capital Advisors
Illinois
$6K -$133 -2 -2%
SAG
358
SageView Advisory Group
California
$5.84K +$5.67K +85 New
SHIM
359
Stone House Investment Management
Pennsylvania
$5.53K -$3.74K -56 -41%
NWS
360
Nvest Wealth Strategies
Ohio
$5.16K +$5.01K +75 New
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$5.13K
HNW
362
High Note Wealth
Minnesota
$4.47K -$200 -3 -4%
BW
363
Bravera Wealth
North Dakota
$4.33K +$4.21K +63 New
NB
364
NBT Bank
New York
$4.16K -$133 -2 -3%
DWM
365
Dogwood Wealth Management
Kansas
$3.71K
PPC
366
Park Place Capital
Alabama
$3.44K +$3.34K +50 New
OC
367
Optima Capital
Oregon
$3.3K +$3.2K +48 New
AssetMark Inc
368
AssetMark Inc
California
$3.16K +$1.2K +18 +64%
ZBNA
369
Zions Bancorporation, National Association
Utah
$3.16K +$3.07K +46 New
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$3.09K
PWA
371
Physician Wealth Advisors
Utah
$2.96K
SC
372
SouthState Corp
Florida
$2.82K +$2.74K +41 New
USB
373
Union Savings Bank
Connecticut
$2.68K +$2.6K +39 New
IAIM
374
International Assets Investment Management
Florida
$2.61K +$2.54K +38 New
Group One Trading
375
Group One Trading
Illinois
$2.34K -$1.53K -23 -40%