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Moelis & Co

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
1C
401
111 Capital
France
-$367K -6,289 Closed
TCM
402
Teza Capital Management
Illinois
-$358K -6,134 Closed
HCM
403
Hodges Capital Management
Texas
-$334K -5,715 Closed
AIM
404
Aigen Investment Management
New York
-$292K -4,996 Closed
PHK
405
Point72 Hong Kong
Hong Kong
-$269K -4,612 Closed
USAA
406
United Services Automobile Association
Texas
-$264K -4,558 Closed
SPA
407
Sherbrooke Park Advisers
New York
-$249K -4,268 Closed
PTC
408
Petrus Trust Company
Texas
-$221K -3,787 Closed
NS
409
NBC Securities
Alabama
-$59K -1,026 Closed
EI
410
eCIO Inc
Wisconsin
-$49.7K -852 Closed
CCM
411
Coldstream Capital Management
Washington
-$32.4K -556 Closed
QCG
412
Quadrant Capital Group
Ohio
-$28.5K -488 Closed
HCP
413
Hexagon Capital Partners
Arkansas
-$12.8K -220 Closed
TWD
414
True Wealth Design
Ohio
-$11.7K -201 Closed
Optiver Holding
415
Optiver Holding
Netherlands
-$9.86K -169 Closed
HIM
416
Hillsdale Investment Management
Ontario, Canada
-$5.84K -100 Closed
AF
417
Advisornet Financial
Minnesota
-$5.78K -99 Closed
CA
418
Continuum Advisory
Idaho
-$2.51K -43 Closed
SW
419
SVB Wealth
Massachusetts
-$2.33K -40 Closed
CA
420
Crewe Advisors
Utah
-$1.52K -26 Closed
SFG
421
Stonebridge Financial Group
Pennsylvania
-$1.49K -26 Closed
Amundi
422
Amundi
France
-$635 -12 Closed
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
-$418 -7 Closed
CIAM
424
Caitong International Asset Management
Hong Kong
-$350 -6 Closed
SC
425
SouthState Corp
Florida
-$292 -5 Closed