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Moelis & Co

364 hedge funds and large institutions have $4.73B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 60 closing their positions.

Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
161
Reduced
110
Closed
60
Calls
$3.37M
Puts
$573K
Net Calls
+$2.8M
Net Calls Change
-$671K
Name Market Value Shares Shares
Change
Shares
Change %
CM
51
Capital Management
Virginia
$15.3M 246,151 +36,498 +17%
Legal & General Group
52
Legal & General Group
United Kingdom
$13.4M 214,303 +22,283 +12%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$13.2M 211,220 +17,950 +9%
AQR Capital Management
54
AQR Capital Management
Connecticut
$13.1M 209,590 +16,124 +8%
CRM
55
Cramer Rosenthal McGlynn
Connecticut
$12.2M 195,338 +80,440 +70%
AI
56
Axiom Investors
Connecticut
$11.9M 190,750 +42,620 +29%
WAM
57
Winslow Asset Management
Ohio
$10.6M 170,551 +1,589 +0.9%
Barclays
58
Barclays
United Kingdom
$10.2M 163,657 +30,630 +23%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$10.2M 163,100 +94,700 +138%
SPS
60
Susquehanna Portfolio Strategies
Pennsylvania
$9.4M 150,826 +150,826 New
PC
61
Pier Capital
Connecticut
$9.35M 150,078 -7,601 -5%
Stifel Financial
62
Stifel Financial
Missouri
$8.72M 139,976 -944 -0.7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$8.41M 134,900 -1,900 -1%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$8.29M 133,032 -14,230 -10%
Citigroup
65
Citigroup
New York
$7.9M 126,844 -369 -0.3%
Hudson Bay Capital Management
66
Hudson Bay Capital Management
Connecticut
$7.86M 126,163 +126,163 New
DWM
67
Diversify Wealth Management
Utah
$6.56M 89,189 +12,891 +17%
RFC
68
Regions Financial Corp
Alabama
$6.14M 98,541 +1,778 +2%
IP
69
Interval Partners
New York
$6.05M 97,030 +97,030 New
RA
70
Royce & Associates
New York
$5.85M 93,869 +13,260 +16%
Victory Capital Management
71
Victory Capital Management
Texas
$5.8M 93,137 +13,710 +17%
AllianceBernstein
72
AllianceBernstein
Tennessee
$5.68M 91,210 +5,865 +7%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$5.44M 87,300 +37,573 +76%
CFO
74
Callan Family Office
Pennsylvania
$5.28M 84,703 +78,552 +1,277%
EAM
75
EFG Asset Management
Oregon
$5.01M 80,469 +8,282 +11%