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Moelis & Co

391 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, 166 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.33M
Puts
$6.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Hilltop National Bank
Wyoming
$7.13K
HCA
352
Harbor Capital Advisors
Illinois
$7K
CA
353
Clearstead Advisors
Ohio
$6.35K
SWM
354
Spire Wealth Management
Virginia
$5.99K
RFP
355
Root Financial Partners
California
$5.56K
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$5.13K
BIA
357
Bell Investment Advisors
California
$4.92K
HNW
358
High Note Wealth
Minnesota
$4.85K
NB
359
NBT Bank
New York
$4.27K
Group One Trading
360
Group One Trading
Illinois
$4.07K
KFI
361
Key Financial Inc
Pennsylvania
$4.05K
DWM
362
Dogwood Wealth Management
Kansas
$3.85K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$3.21K
PWA
364
Physician Wealth Advisors
Utah
$3.07K
SIS
365
Sound Income Strategies
Florida
$2.89K
CFO
366
CVA Family Office
Colorado
$2.78K
PAM
367
Palisade Asset Management
Minnesota
$2.57K
QCG
368
Quadrant Capital Group
Ohio
$2.21K
WIM
369
Westside Investment Management
California
$2.07K
AssetMark Inc
370
AssetMark Inc
California
$2K
BI
371
Binnacle Investments
Iowa
$1.78K
JWA
372
JFS Wealth Advisors
Pennsylvania
$1.43K
CT
373
Clearstead Trust
Maine
$1.28K
HFM
374
Harvest Fund Management
China
$1K
HWM
375
Hemington Wealth Management
Virginia
$1K