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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
Bank of America
26
Bank of America
North Carolina
$47.3M -$5.65M -84,699 -11%
UBS Group
27
UBS Group
Switzerland
$42.9M -$3.82M -57,261 -8%
Norges Bank
28
Norges Bank
Norway
$42.9M +$41.7M +624,365 New
EA
29
Emerald Advisers
Pennsylvania
$42.3M +$11M +164,097 +36%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.3M +$1.97M +29,468 +5%
BAMCO Inc
31
BAMCO Inc
New York
$35.3M -$840K -12,581 -2%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$32.2M -$6.49M -97,178 -17%
Fisher Asset Management
33
Fisher Asset Management
Washington
$31.4M -$2.31M -34,578 -7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$31.2M -$16.9M -252,914 -36%
Raymond James Financial
35
Raymond James Financial
Florida
$30M -$89.7K -1,344 -0.3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$29.2M +$1.79M +26,800 +8%
TCM
37
Tributary Capital Management
Nebraska
$25.4M -$1.8M -27,035 -7%
EMFAT
38
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25M +$6.02M +90,172 +33%
Principal Financial Group
39
Principal Financial Group
Iowa
$24.3M -$322K -4,822 -1%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$24M -$23.1M -346,290 -50%
FGP
41
Freestone Grove Partners
California
$23.8M +$23.1M +345,769 New
Artisan Partners
42
Artisan Partners
Wisconsin
$23.6M -$4.26M -63,897 -16%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$23.4M -$3.26M -48,876 -13%
SEI Investments
44
SEI Investments
Pennsylvania
$22.9M +$525K +7,866 +2%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$22.1M +$8.58M +128,600 +67%
CM
46
Capital Management
Virginia
$21.2M +$5.36M +80,297 +35%
Renaissance Technologies
47
Renaissance Technologies
New York
$20.3M -$4.91M -73,500 -20%
AI
48
Axiom Investors
Connecticut
$17.9M -$3.45M -51,673 -17%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.6M -$2.22M -33,279 -12%
Deutsche Bank
50
Deutsche Bank
Germany
$17.4M -$437K -6,553 -3%