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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
376
Quadrant Capital Group
Ohio
$2.13K
WIM
377
Westside Investment Management
California
$1.99K
JWA
378
JFS Wealth Advisors
Pennsylvania
$1.86K +$467 +7 +35%
BGAI
379
Bruce G. Allen Investments
Colorado
$1.24K +$1K +15 +500%
FMP
380
Financial Management Professionals
Texas
$962
CFO
381
CVA Family Office
Colorado
$894 -$1.74K -26 -67%
AW
382
Ankerstar Wealth
Texas
$894 +$868 +13 New
KFAS
383
Keating Financial Advisory Services
Kansas
$825 +$801 +12 New
SS
384
Sunbelt Securities
Texas
$756 +$734 +11 New
HFS
385
Hughes Financial Services
Virginia
$687
RF
386
Rossby Financial
Florida
$687 +$133 +2 +25%
TM
387
Torren Management
California
$655 +$667 +10 New
FFO
388
Fortitude Family Office
Arizona
$481 -$267 -4 -36%
STB
389
S&T Bank
Pennsylvania
$412
FHA
390
Flagship Harbor Advisors
Massachusetts
$347 +$334 +5 New
Q1WB
391
Quest 10 Wealth Builders
Virginia
$344
HIA
392
HFM Investment Advisors
New Jersey
$275 +$133 +2 +100%
RWM
393
Rialto Wealth Management
New York
$275 +$133 +2 +100%
GWM
394
Gilpin Wealth Management
Colorado
$275 +$267 +4 New
AWM
395
Abound Wealth Management
Tennessee
$207
SIC
396
SJS Investment Consulting
Ohio
$207
HI
397
Harbour Investments
Wisconsin
$206 +$200 +3 New
DF
398
Dunhill Financial
United Kingdom
$110 +$133 +2 New
BHWM
399
Bay Harbor Wealth Management
Maryland
$68
ACL
400
Azora Capital LP
Florida
-$15.9M -223,470 Closed