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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 %
CM
51
Capital Management
Virginia
$12.2M +$1.67M +28,565 +16%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$11.9M +$5M +85,745 +73%
AQR Capital Management
53
AQR Capital Management
Connecticut
$11.3M +$9.06M +155,162 +405%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$11.3M -$148K -2,544 -1%
Legal & General Group
55
Legal & General Group
United Kingdom
$11.2M -$244K -4,177 -2%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$11M +$11M +187,976 New
CSS
57
Cubist Systematic Strategies
Connecticut
$10.7M +$10.7M +182,826 New
UBS AM
58
UBS AM
Illinois
$9.88M -$380K -6,518 -4%
WAM
59
Winslow Asset Management
Ohio
$9.86M -$174K -2,987 -2%
TI
60
Trexquant Investment
Connecticut
$9.44M +$5.79M +99,274 +159%
PC
61
Pier Capital
Connecticut
$9.2M +$2.91M +49,938 +46%
AI
62
Axiom Investors
Connecticut
$8.64M -$7.88M -135,063 -48%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$8.59M +$767K +13,135 +10%
Man Group
64
Man Group
United Kingdom
$8.25M +$4.93M +84,481 +148%
Stifel Financial
65
Stifel Financial
Missouri
$8.22M -$3.06M -52,502 -27%
Swiss National Bank
66
Swiss National Bank
Switzerland
$7.98M -$93.4K -1,600 -1%
Barclays
67
Barclays
United Kingdom
$7.76M -$637K -10,924 -8%
Citigroup
68
Citigroup
New York
$7.42M +$1.63M +27,895 +28%
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$7.39M +$7.39M +126,688 New
EP
70
Edgestream Partners
New Jersey
$7.37M +$5.17M +88,543 +235%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$6.79M +$2.36M +40,456 +53%
CRM
72
Cramer Rosenthal McGlynn
Connecticut
$6.71M -$8.47M -145,147 -56%
ECM
73
ExodusPoint Capital Management
New York
$6.56M +$6.23M +106,729 +1,874%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$6.47M +$5.02M +86,067 +346%
First Eagle Investment Management
75
First Eagle Investment Management
New York
$6.01M -$887K -15,200 -13%
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