We are live on ! Find out more
MC icon

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
JSC
426
Jackson Square Capital
California
-$295K -4,137 Closed
RCA
427
Riverview Capital Advisers
Massachusetts
-$288K -4,034 Closed
SC
428
SummitTX Capital
Texas
-$237K -3,327 Closed
QCM
429
Qsemble Capital Management
New York
-$235K -3,292 Closed
PA
430
PharVision Advisers
Florida
-$225K -3,158 Closed
PCM
431
Penserra Capital Management
California
-$114K -1,602 Closed
QL
432
Quarry LP
New York
-$36.8K -516 Closed
BAMF
433
BI Asset Management Fondsmaeglerselskab
Denmark
-$36K -503 Closed
CI Investments Inc
434
CI Investments Inc
Ontario, Canada
-$23K -324 Closed
WANY
435
Wealthspire Advisors (New York)
New York
-$15.3K -215 Closed
UCB
436
United Community Bank
South Carolina
-$14.6K -205 Closed
RA
437
Rise Advisors
New York
-$13K -182 Closed
Optiver Holding
438
Optiver Holding
Netherlands
-$9.91K -139 Closed
PS
439
Principal Securities
Iowa
-$9.34K -131 Closed
SIC
440
Salem Investment Counselors
North Carolina
-$7.49K -105 Closed
SWM
441
Spire Wealth Management
Virginia
-$5.99K -84 Closed
KFI
442
Key Financial Inc
Pennsylvania
-$4.05K -59 Closed
PAM
443
Palisade Asset Management
Minnesota
-$2.57K -36 Closed
HFM
444
Harvest Fund Management
China
-$1K -20 Closed
CT
445
Clearstead Trust
Maine
-$1.28K -18 Closed
GFWA
446
Grey Fox Wealth Advisors
Delaware
-$357 -5 Closed
NMG
447
New Millennium Group
Utah
-$357 -5 Closed
OP
448
ORG Partners
Indiana
-$63