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Moelis & Co
396 hedge funds and large institutions have $5.4B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 118 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 36
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 118
37% more call options, than puts
Call options by funds: $9.33M | Put options by funds: $6.82M
14% more capital invested
Capital invested by funds: $4.74B → $5.4B (+$658M)
6% more funds holding
Funds holding: 375 → 396 (+21)
0.4% less ownership
Funds ownership: 102.52% → 102.11% (-0.4%)
Holders
396
Holders Change
+21
Holders Change %
+5.6%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
168
Reduced
118
Closed
36
Calls
$9.33M
Puts
$6.82M
Net Calls
+$2.5M
Net Calls Change
-$1.94M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$49.6M |
| 2 |
Bank of New York Mellon
New York
|
+$41.7M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$32.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
| 5 |
Jennison Associates
New York
|
+$16.2M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$91.3M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$37.6M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$22.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$17.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$17.4M |
