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Moelis & Co
MC

Overview Fund Activity

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$172M
2
Goldman Sachs
Goldman Sachs
New York
$138M
3
Jennison Associates
Jennison Associates
New York
$28.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$25.7M
5
Millennium Management
Millennium Management
New York
$27.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.66M
3
TAM
Timucuan Asset Management
Florida
$82.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$30.8M – – –
UBS Group
27
UBS Group
Switzerland
$29.5M +$11.5M +197,760 +64%
Renaissance Technologies
28
Renaissance Technologies
New York
$28.8M +$20.2M +346,920 +237%
Jennison Associates
29
Jennison Associates
New York
$28.3M +$23.2M +398,129 +457%
Millennium Management
30
Millennium Management
New York
$27.2M +$20.6M +352,490 +311%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$27.1M +$1.32M +22,663 +5%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$25.7M +$22.6M +388,084 +744%
Artisan Partners
33
Artisan Partners
Wisconsin
$25.2M +$159K +2,722 +0.6%
EA
34
Emerald Advisers
Pennsylvania
$24.9M -$30.8K -528 -0.1%
TCM
35
Tributary Capital Management
Nebraska
$24.8M -$817K -13,996 -3%
Raymond James Financial
36
Raymond James Financial
Florida
$24.8M +$2.84M +48,704 +13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$20.9M +$287K +4,921 +1%
Fisher Asset Management
38
Fisher Asset Management
Washington
$20.6M +$7.74M +132,699 +60%
Principal Financial Group
39
Principal Financial Group
Iowa
$20.6M +$467K +7,999 +2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$20M +$1.12M +19,146 +6%
NL
41
Nuveen LLC
North Carolina
$19.6M +$19.6M +335,185 New
Invesco
42
Invesco
Georgia
$18.7M -$1.47M -25,142 -7%
EMFAT
43
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.6M – – –
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$17.3M +$10.4M +177,963 +151%
Deutsche Bank
45
Deutsche Bank
Germany
$17.1M +$2.22M +37,964 +15%
SEI Investments
46
SEI Investments
Pennsylvania
$16.9M +$851K +14,578 +5%
Jane Street
47
Jane Street
New York
$16.8M +$16.4M +280,895 +3,830%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$5.8M +99,316 +64%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M +$4.61M +79,000 +47%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M +$2.8M +47,975 +27%
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