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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 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: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
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
AA
351
Ancora Advisors
Ohio
$7.29K
DB
352
Danske Bank
Denmark
$6.87K
HNB
353
Hilltop National Bank
Wyoming
$6.87K
CA
354
Clearstead Advisors
Ohio
$6.12K
HCA
355
Harbor Capital Advisors
Illinois
$6K
SAG
356
SageView Advisory Group
California
$5.84K
SHIM
357
Stone House Investment Management
Pennsylvania
$5.53K
NWS
358
Nvest Wealth Strategies
Ohio
$5.16K
Mitsubishi UFJ Asset Management
359
Mitsubishi UFJ Asset Management
Japan
$5.13K
HNW
360
High Note Wealth
Minnesota
$4.47K
NB
361
NBT Bank
New York
$4.16K
DWM
362
Dogwood Wealth Management
Kansas
$3.71K
PPC
363
Park Place Capital
Alabama
$3.44K
OC
364
Optima Capital
Oregon
$3.3K
AssetMark Inc
365
AssetMark Inc
California
$3.16K
ZBNA
366
Zions Bancorporation, National Association
Utah
$3.16K
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$3.09K
PWA
368
Physician Wealth Advisors
Utah
$2.96K
SC
369
SouthState Corp
Florida
$2.82K
USB
370
Union Savings Bank
Connecticut
$2.68K
IAIM
371
International Assets Investment Management
Florida
$2.61K
Group One Trading
372
Group One Trading
Illinois
$2.34K
QCG
373
Quadrant Capital Group
Ohio
$2.13K
WIM
374
Westside Investment Management
California
$1.99K
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.86K