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Moelis & Co

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351379 (+28)

4.49% more ownership

Funds ownership: 100.77%105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$33M -$10.4M -146,866 -21%
BAMCO Inc
27
BAMCO Inc
New York
$30.8M
UBS Group
28
UBS Group
Switzerland
$29.5M +$13.9M +197,760 +64%
Renaissance Technologies
29
Renaissance Technologies
New York
$28.8M +$24.5M +346,920 +237%
Jennison Associates
30
Jennison Associates
New York
$28.3M +$28.1M +398,129 +457%
Millennium Management
31
Millennium Management
New York
$27.2M +$24.9M +352,490 +311%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$27.1M +$1.6M +22,663 +5%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$25.7M +$27.4M +388,084 +744%
Artisan Partners
34
Artisan Partners
Wisconsin
$25.2M +$192K +2,722 +0.6%
EA
35
Emerald Advisers
Pennsylvania
$24.9M -$37.2K -528 -0.1%
TCM
36
Tributary Capital Management
Nebraska
$24.8M -$987K -13,996 -3%
Raymond James Financial
37
Raymond James Financial
Florida
$24.8M +$3.43M +48,704 +13%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$20.9M +$347K +4,921 +1%
Fisher Asset Management
39
Fisher Asset Management
Washington
$20.6M +$9.36M +132,699 +60%
Principal Financial Group
40
Principal Financial Group
Iowa
$20.6M +$564K +7,999 +2%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$20M +$1.35M +19,146 +6%
N
42
Nuveen
North Carolina
$19.6M +$11.1M +157,678 +89%
Invesco
43
Invesco
Georgia
$18.7M -$1.77M -25,142 -7%
EMFAT
44
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.6M
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$17.3M +$12.5M +177,963 +151%
Deutsche Bank
46
Deutsche Bank
Germany
$17.1M +$2.68M +37,964 +15%
SEI Investments
47
SEI Investments
Pennsylvania
$16.9M +$1.03M +14,578 +5%
Jane Street
48
Jane Street
New York
$16.8M +$19.8M +280,895 +3,830%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$7M +99,316 +64%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
50
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M +$5.57M +79,000 +47%