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Moelis & Co

399 hedge funds and large institutions have $4.56B invested in Moelis & Co in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 134 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.85M
Puts
$314K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
376
Fortitude Family Office
Arizona
$1.37K
SS
377
Sunbelt Securities
Texas
$969
SIC
378
SJS Investment Consulting
Ohio
$969
IAIM
379
International Assets Investment Management
Florida
$850
FMP
380
Financial Management Professionals
Texas
$798
AW
381
Ankerstar Wealth
Texas
$741
BGAI
382
Bruce G. Allen Investments
Colorado
$684
NSIM
383
North Star Investment Management
Illinois
$684
HFS
384
Hughes Financial Services
Virginia
$570
TM
385
Torren Management
California
$543
RWM
386
Rialto Wealth Management
New York
$513
NA
387
NewEdge Advisors
Louisiana
$399
CFO
388
CVA Family Office
Colorado
$399
ACA
389
American Capital Advisory
Idaho
$399
VWM
390
Vermillion Wealth Management
Minnesota
$342
Q1WB
391
Quest 10 Wealth Builders
Virginia
$285
CIAM
392
Caitong International Asset Management
Hong Kong
$285
GWM
393
Gilpin Wealth Management
Colorado
$171
AWM
394
Abound Wealth Management
Tennessee
$171
PWMG
395
Prestige Wealth Management Group
New Jersey
$171
HIA
396
HFM Investment Advisors
New Jersey
$114
BHWM
397
Bay Harbor Wealth Management
Maryland
$114
GIA
398
GHP Investment Advisors
Colorado
$114
GSEP
399
Golden State Equity Partners
California
$50
Balyasny Asset Management
400
Balyasny Asset Management
Illinois