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Moelis & Co
MC

Overview Fund Activity

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

Top Buyers

1
ACL
Azora Capital LP
Florida
+$46.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$38M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$26.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.6M
2
Millennium Management
Millennium Management
New York
-$27.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.4M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$17.3M
5
Jane Street
Jane Street
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.2M +$38M +609,162 +1,162%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$40.6M +$733K +11,759 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$39.7M +$10.7M +172,114 +37%
Bank of America
29
Bank of America
North Carolina
$39.3M +$3.11M +49,945 +9%
Renaissance Technologies
30
Renaissance Technologies
New York
$35.7M +$4.91M +78,780 +16%
BAMCO Inc
31
BAMCO Inc
New York
$32.9M – – –
VOYA Investment Management
32
VOYA Investment Management
Georgia
$31.3M +$9.91M +159,091 +46%
Norges Bank
33
Norges Bank
Norway
$31.2M +$31.2M +501,416 New
EA
34
Emerald Advisers
Pennsylvania
$28.5M +$1.97M +31,540 +7%
UBS Group
35
UBS Group
Switzerland
$28.3M -$3.22M -51,645 -10%
Invesco
36
Invesco
Georgia
$28.2M +$8.25M +132,419 +41%
Artisan Partners
37
Artisan Partners
Wisconsin
$26.8M -$93.9K -1,506 -0.3%
TCM
38
Tributary Capital Management
Nebraska
$25.9M -$674K -10,818 -3%
Raymond James Financial
39
Raymond James Financial
Florida
$25.1M -$1.47M -23,518 -6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$23.8M +$1.52M +24,311 +7%
Principal Financial Group
41
Principal Financial Group
Iowa
$22.9M +$970K +15,568 +4%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$5.48M +83,260 +33%
Fisher Asset Management
43
Fisher Asset Management
Washington
$21.8M -$201K -3,220 -0.9%
NL
44
Nuveen LLC
North Carolina
$19.8M -$1.12M -17,946 -5%
SEI Investments
45
SEI Investments
Pennsylvania
$19.1M +$979K +15,716 +5%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$17.5M -$9.91M -158,949 -36%
Deutsche Bank
47
Deutsche Bank
Germany
$16.8M -$1.5M -24,033 -8%
EMFAT
48
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.7M -$2.1M -33,773 -11%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.8M +$1.81M +29,122 +13%
UBS AM
50
UBS AM
Illinois
$15.6M +$5.07M +81,433 +48%
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