MC icon

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
BGAI
376
Bruce G. Allen Investments
Colorado
$1.24K
FMP
377
Financial Management Professionals
Texas
$962
CFO
378
CVA Family Office
Colorado
$894
AW
379
Ankerstar Wealth
Texas
$894
KFAS
380
Keating Financial Advisory Services
Kansas
$825
SS
381
Sunbelt Securities
Texas
$756
HFS
382
Hughes Financial Services
Virginia
$687
RF
383
Rossby Financial
Florida
$687
TM
384
Torren Management
California
$655
FFO
385
Fortitude Family Office
Arizona
$481
STB
386
S&T Bank
Pennsylvania
$412
FHA
387
Flagship Harbor Advisors
Massachusetts
$347
Q1WB
388
Quest 10 Wealth Builders
Virginia
$344
HIA
389
HFM Investment Advisors
New Jersey
$275
RWM
390
Rialto Wealth Management
New York
$275
GWM
391
Gilpin Wealth Management
Colorado
$275
SIC
392
SJS Investment Consulting
Ohio
$207
AWM
393
Abound Wealth Management
Tennessee
$207
HI
394
Harbour Investments
Wisconsin
$206
DF
395
Dunhill Financial
United Kingdom
$110
BHWM
396
Bay Harbor Wealth Management
Maryland
$68
ACL
397
Azora Capital LP
Florida
NIP
398
Nicholas Investment Partners
California
ACM
399
Aquatic Capital Management
Illinois
JG
400
Jain Global
New York