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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.5M
Puts
$893K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
351
Danske Bank
Denmark
$6.87K
HNB
352
Hilltop National Bank
Wyoming
$6.87K
CA
353
Clearstead Advisors
Ohio
$6.12K
HCA
354
Harbor Capital Advisors
Illinois
$6K
SAG
355
SageView Advisory Group
California
$5.84K
SHIM
356
Stone House Investment Management
Pennsylvania
$5.53K
NWS
357
Nvest Wealth Strategies
Ohio
$5.16K
Mitsubishi UFJ Asset Management
358
Mitsubishi UFJ Asset Management
Japan
$5.13K
HNW
359
High Note Wealth
Minnesota
$4.47K
NB
360
NBT Bank
New York
$4.16K
DWM
361
Dogwood Wealth Management
Kansas
$3.71K
PPC
362
Park Place Capital
Alabama
$3.44K
OC
363
Optima Capital
Oregon
$3.3K
AssetMark Inc
364
AssetMark Inc
California
$3.16K
ZBNA
365
Zions Bancorporation, National Association
Utah
$3.16K
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$3.09K
PWA
367
Physician Wealth Advisors
Utah
$2.96K
SC
368
SouthState Corp
Florida
$2.82K
IAIM
369
International Assets Investment Management
Florida
$2.61K
Group One Trading
370
Group One Trading
Illinois
$2.34K
QCG
371
Quadrant Capital Group
Ohio
$2.13K
WIM
372
Westside Investment Management
California
$1.99K
JWA
373
JFS Wealth Advisors
Pennsylvania
$1.86K
BGAI
374
Bruce G. Allen Investments
Colorado
$1.24K
FMP
375
Financial Management Professionals
Texas
$962