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Moelis & Co

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
Name Holding Trade Value Shares
Change
Shares
Change %
CM
51
Capital Management
Virginia
$15.3M +$2.27M +36,498 +17%
Legal & General Group
52
Legal & General Group
United Kingdom
$13.4M +$1.39M +22,283 +12%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$13.2M +$1.12M +17,950 +9%
AQR Capital Management
54
AQR Capital Management
Connecticut
$13.1M +$1M +16,124 +8%
CRM
55
Cramer Rosenthal McGlynn
Connecticut
$12.2M +$5.01M +80,440 +70%
AI
56
Axiom Investors
Connecticut
$11.9M +$2.66M +42,620 +29%
WAM
57
Winslow Asset Management
Ohio
$10.6M +$99K +1,589 +0.9%
Barclays
58
Barclays
United Kingdom
$10.2M +$1.91M +30,630 +23%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$10.2M +$5.9M +94,700 +138%
SPS
60
Susquehanna Portfolio Strategies
Pennsylvania
$9.4M +$9.4M +150,826 New
PC
61
Pier Capital
Connecticut
$9.35M -$474K -7,601 -5%
Stifel Financial
62
Stifel Financial
Missouri
$8.72M -$58.8K -944 -0.7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$8.41M -$118K -1,900 -1%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$8.29M -$887K -14,230 -10%
Citigroup
65
Citigroup
New York
$7.9M -$23K -369 -0.3%
Hudson Bay Capital Management
66
Hudson Bay Capital Management
Connecticut
$7.86M +$7.86M +126,163 New
DWM
67
Diversify Wealth Management
Utah
$6.56M +$949K +12,891 +17%
RFC
68
Regions Financial Corp
Alabama
$6.14M +$111K +1,778 +2%
IP
69
Interval Partners
New York
$6.05M +$6.05M +97,030 New
RA
70
Royce & Associates
New York
$5.85M +$826K +13,260 +16%
Victory Capital Management
71
Victory Capital Management
Texas
$5.8M +$854K +13,710 +17%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$5.71M +$226K +3,626 +4%
AllianceBernstein
73
AllianceBernstein
Tennessee
$5.68M +$366K +5,865 +7%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$5.44M +$2.34M +37,573 +76%
CFO
75
Callan Family Office
Pennsylvania
$5.28M +$4.9M +78,552 +1,277%