MC icon

Moelis & Co

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
OP
376
ORG Partners
Indiana
$51 -$65
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
-$53.4M -723,384 Closed
Norges Bank
378
Norges Bank
Norway
-$52.6M -712,101 Closed
Capital Research Global Investors
379
Capital Research Global Investors
California
-$20.7M -280,460 Closed
WAM
380
Weiss Asset Management
Massachusetts
-$5.47M -73,977 Closed
Chevy Chase Trust
381
Chevy Chase Trust
Maryland
-$4.06M -55,014 Closed
PCM
382
Prana Capital Management
Connecticut
-$3.56M -48,201 Closed
CCP
383
Clough Capital Partners
Massachusetts
-$2.88M -38,950 Closed
Walleye Capital
384
Walleye Capital
New York
-$2.61M -35,343 Closed
SSA
385
Schonfeld Strategic Advisors
New York
-$1.88M -25,414 Closed
JFG
386
Jefferies Financial Group
New York
-$1.04M -14,039 Closed
FHB
387
First Hawaiian Bank
Hawaii
-$933K -12,626 Closed
OFG
388
OmniStar Financial Group
North Carolina
-$896K -12,116 Closed
ANTB
389
AMG National Trust Bank
Colorado
-$807K -10,876 Closed
SFI
390
Susquehanna Fundamental Investments
Pennsylvania
-$663K -8,969 Closed
Corient Private Wealth
391
Corient Private Wealth
Florida
-$411K -5,569 Closed
KPWS
392
Kestra Private Wealth Services
Texas
-$383K -5,187 Closed
FRM
393
Fox Run Management
Connecticut
-$362K -4,895 Closed
PA
394
Profund Advisors
Maryland
-$291K -3,937 Closed
RSWM
395
Robertson Stephens Wealth Management
California
-$275K -3,717 Closed
AWM
396
AE Wealth Management
Kansas
-$260K -3,520 Closed
DWM
397
Dakota Wealth Management
Florida
-$256K -3,459 Closed
LCWP
398
Legacy Capital Wealth Partners
Arkansas
-$245K -3,313 Closed
GT
399
Glenmede Trust
Pennsylvania
-$225K -3,045 Closed
Commonwealth Equity Services
400
Commonwealth Equity Services
Massachusetts
-$210K -2,837 Closed