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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
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$16.5M +$16M +239,900 New
AQR Capital Management
52
AQR Capital Management
Connecticut
$16.1M +$3.15M +47,148 +25%
CCM
53
Channing Capital Management
Illinois
$16.1M +$15.6M +233,532 New
CRM
54
Cramer Rosenthal McGlynn
Connecticut
$15.2M -$1.29M -19,333 -8%
N
55
Nuveen
North Carolina
$14.7M -$6.8M -101,937 -32%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$14.3M +$8.52M +127,712 +159%
Legal & General Group
57
Legal & General Group
United Kingdom
$13.7M -$890K -13,340 -6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$13.6M -$842K -12,609 -6%
CAM
59
Cander Asset Management
New York
$13.5M +$13.1M +196,678 New
Invesco
60
Invesco
Georgia
$13.3M -$1.07M -15,981 -8%
Citadel Advisors
61
Citadel Advisors
Florida
$12.9M +$9.27M +138,944 +282%
UBS AM
62
UBS AM
Illinois
$12.9M +$3.35M +50,123 +36%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$12.5M +$10.7M +159,779 +714%
WAM
64
Winslow Asset Management
Ohio
$11.6M +$22.8K +341 +0.2%
RA
65
Royce & Associates
New York
$11.3M +$3.45M +51,650 +46%
SPS
66
Susquehanna Portfolio Strategies
Pennsylvania
$10.4M -$474K -7,104 -4%
Swiss National Bank
67
Swiss National Bank
Switzerland
$10.1M +$174K +2,600 +2%
PC
68
Pier Capital
Connecticut
$9.72M -$80.6K -1,208 -0.8%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$9.24M +$8.97M +134,411 New
Stifel Financial
70
Stifel Financial
Missouri
$9.17M -$318K -4,758 -3%
Barclays
71
Barclays
United Kingdom
$9M +$656K +9,832 +8%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$8.43M -$1.24M -18,615 -13%
LP
73
Longaeva Partners
Illinois
$7.61M +$7.39M +110,660 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$7.49M +$2.34M +35,073 +47%
DWM
75
Diversify Wealth Management
Utah
$6.99M +$77.8K +1,166 +1%