Moelis & Co
375 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 60 closing their positions.
776% more call options, than puts
Call options by funds: $5.02M | Put options by funds: $573K
45% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 113
9% more capital invested
Capital invested by funds: $4.34B → $4.74B (+$405M)
3% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 60
1% less funds holding
Funds holding: 379 → 375 (-4)
2.75% less ownership
Funds ownership: 105.27% → 102.52% (-2.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$42.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$34.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.5M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$23.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$27.2M |
| 2 |
Goldman Sachs
New York
|
-$24.9M |
| 3 |
JP Morgan Chase
New York
|
-$18.4M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$17.3M |
| 5 |
Jane Street
New York
|
-$16.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
426
Continuum Advisory
Eagle,
Idaho
| – | -$2.51K | -43 | Closed |
|
|
SW
427
SVB Wealth
Boston,
Massachusetts
| – | -$2.33K | -40 | Closed |
|
|
CA
428
Crewe Advisors
Salt Lake City,
Utah
| – | -$1.52K | -26 | Closed |
|
|
SFGP
429
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| – | -$1.49K | -26 | Closed |
|
430
Amundi
Paris,
France
| – | -$635 | -12 | Closed |
|
431
Simplex Trading
Chicago,
Illinois
| – | -$617 | -11 | Closed |
|
432
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$418 | -7 | Closed |
|
|
CIAM
433
Caitong International Asset Management
Hong Kong
| – | -$350 | -6 | Closed |
|
|
SC
434
SouthState Corp
Winter Haven,
Florida
| – | -$292 | -5 | Closed |
|
|
PWM
435
Parkworth Wealth Management
Los Gatos,
California
| – | -$58 | -1 | Closed |
|
|
HWM
436
Hemington Wealth Management
Falls Church,
Virginia
| – | +$337 | +6 | New |
|
MC Hedge Fund Activity: Q2 2025 in Review
375 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2025, worth a combined $4.74B — up 9.3% from $4.34B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of MC and 58 opened new positions — a net loss of 2 holders — while 113 trimmed existing stakes and 164 added.
The largest buyer was Azora Capital LP, opening a new position worth an estimated $42.1M. The largest seller was Millennium Management, exiting entirely with an estimated $27.2M sold.
- 375 institutional investors held Moelis & Co (MC) as of Q2 2025, down from 379 in Q1 2025.
- Funds reported $4.74B of Moelis & Co stock for Q2 2025, up 9.3% quarter-over-quarter.
- 58 funds opened new Moelis & Co positions in Q2 2025 and 60 closed out, a net change of -2 holders.
- The largest Moelis & Co buyer in Q2 2025 was Azora Capital LP, an estimated $42.1M added.
- The largest Moelis & Co seller in Q2 2025 was Millennium Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2025.