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Moelis & Co

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351379 (+28)

4.49% more ownership

Funds ownership: 100.77%105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
76
First Eagle Investment Management
New York
$6.01M -$1.07M -15,200 -13%
EGM
77
Engineers Gate Manager
New York
$5.81M +$7.02M +99,640 New
Prudential Financial
78
Prudential Financial
New Jersey
$5.66M +$1.78M +25,260 +35%
RFC
79
Regions Financial Corp
Alabama
$5.65M -$53.9K -765 -0.8%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$5.62M +$2.88M +40,907 +74%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$5.13M +$3.94M +55,868 +174%
ACM
82
Aquatic Capital Management
Illinois
$5.01M +$4.53M +64,246 +297%
AllianceBernstein
83
AllianceBernstein
Tennessee
$4.98M -$46.5K -660 -0.8%
RA
84
Royce & Associates
New York
$4.7M -$437K -6,201 -7%
Assenagon Asset Management
85
Assenagon Asset Management
Luxembourg
$4.66M -$48.6M -689,181 -90%
Victory Capital Management
86
Victory Capital Management
Texas
$4.64M -$454K -6,438 -7%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$4.59M +$836K +11,855 +18%
PIP
88
Palisades Investment Partners
California
$4.48M +$14.4K +204 +0.3%
Canada Life
89
Canada Life
Manitoba, Canada
$4.47M -$344K -4,883 -6%
EAM
90
EFG Asset Management
Oregon
$4.21M -$29K -412 -0.6%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$4.2M +$4.15M +58,826 +447%
DWM
92
Diversify Wealth Management
Utah
$4.07M +$1.22M +17,322 +29%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$4.02M +$220K +3,119 +5%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$3.99M +$3.45M +48,900 +251%
BZWA
95
Blue Zone Wealth Advisors
California
$3.9M +$572K +8,107 +14%
FAM
96
Fred Alger Management
New York
$3.88M -$11M -155,525 -70%
AG
97
Algert Global
California
$3.73M -$1.95M -27,670 -30%
LPL Financial
98
LPL Financial
California
$3.61M +$290K +4,114 +7%
MOACM
99
Mutual of America Capital Management
New York
$3.52M -$29.2K -414 -0.7%
JF
100
Jump Financial
Illinois
$3.49M +$2.05M +29,059 +94%