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Moelis & Co
399 hedge funds and large institutions have $4.56B invested in Moelis & Co in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 134 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,400% more call options, than puts
Call options by funds: $7.85M | Put options by funds: $314K
19% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 134
13% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 55
4.6% more ownership
Funds ownership: 104.47% → 109.07% (+4.6%)
0% more funds holding
Funds holding: 399 → 399 (0)
14% less capital invested
Capital invested by funds: $5.32B → $4.56B (-$756M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
399
Holders Change
–
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
160
Reduced
134
Closed
55
Calls
$7.85M
Puts
$314K
Net Calls
+$7.54M
Net Calls Change
-$68K
Top Buyers
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$60.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.5M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$31.9M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$23.8M |
