Moelis & Co
396 hedge funds and large institutions have $5.4B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 118 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
14% more capital invested
Capital invested by funds: $4.74B → $5.4B (+$658M)
6% more funds holding
Funds holding: 375 → 396 (+21)
0.4% less ownership
Funds ownership: 102.52% → 102.11% (-0.4%)
Holders
396
Holding in Top 10
3
Calls
$9.33M
Puts
$6.82M
Top Buyers
| 1 | +$49.6M | |
| 2 | +$41.7M | |
| 3 | +$32.7M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
| 5 |
Jennison Associates
New York
|
+$16.2M |
Top Sellers
| 1 | -$91.3M | |
| 2 | -$37.6M | |
| 3 | -$22.2M | |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$17.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$17.4M |