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Moelis & Co
MC

Overview Fund Activity

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$172M
2
Goldman Sachs
Goldman Sachs
New York
$138M
3
Jennison Associates
Jennison Associates
New York
$28.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$25.7M
5
Millennium Management
Millennium Management
New York
$27.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.66M
3
TAM
Timucuan Asset Management
Florida
$82.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
76
Engineers Gate Manager
New York
$5.81M +$5.81M +99,640 New
Prudential Financial
77
Prudential Financial
New Jersey
$5.66M +$1.47M +25,260 +35%
RFC
78
Regions Financial Corp
Alabama
$5.65M -$44.6K -765 -0.8%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$5.62M +$2.39M +40,907 +74%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$5.13M +$3.26M +55,868 +174%
ACM
81
Aquatic Capital Management
Illinois
$5.01M +$3.75M +64,246 +297%
AllianceBernstein
82
AllianceBernstein
Tennessee
$4.98M -$38.5K -660 -0.8%
RA
83
Royce & Associates
New York
$4.7M -$362K -6,201 -7%
Assenagon Asset Management
84
Assenagon Asset Management
Luxembourg
$4.66M -$40.2M -689,181 -90%
Victory Capital Management
85
Victory Capital Management
Texas
$4.64M -$376K -6,438 -7%
Arrowstreet Capital
86
Arrowstreet Capital
Massachusetts
$4.59M +$692K +11,855 +18%
PIP
87
Palisades Investment Partners
California
$4.48M +$11.9K +204 +0.3%
Canada Life
88
Canada Life
Manitoba, Canada
$4.47M -$285K -4,883 -6%
EAM
89
EFG Asset Management
Oregon
$4.21M -$24K -412 -0.6%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$4.2M +$3.43M +58,826 +447%
DWM
91
Diversify Wealth Management
Utah
$4.07M +$923K +17,322 +29%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$4.02M +$182K +3,119 +5%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$3.99M +$2.85M +48,900 +251%
BZWA
94
Blue Zone Wealth Advisors
California
$3.9M +$473K +8,107 +14%
FAM
95
Fred Alger Management
New York
$3.88M -$9.08M -155,525 -70%
AG
96
Algert Global
California
$3.73M -$1.62M -27,670 -30%
LPL Financial
97
LPL Financial
California
$3.61M +$240K +4,114 +7%
MOACM
98
Mutual of America Capital Management
New York
$3.52M -$24.2K -414 -0.7%
JF
99
Jump Financial
Illinois
$3.49M +$1.7M +29,059 +94%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$3.4M +$369K +6,321 +12%
2 3
4
5 6