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Moelis & Co
MC

Overview Fund Activity

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K

Top Buyers

1
ACL
Azora Capital LP
Florida
+$46.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$38M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$26.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.6M
2
Millennium Management
Millennium Management
New York
-$27.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.4M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$17.3M
5
Jane Street
Jane Street
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
EFG Asset Management
Oregon
$5.01M +$516K +8,282 +11%
BZWA
77
Blue Zone Wealth Advisors
California
$5M +$834K +13,384 +20%
First Eagle Investment Management
78
First Eagle Investment Management
New York
$4.96M -$1.46M -23,500 -23%
Prudential Financial
79
Prudential Financial
New Jersey
$4.8M -$1.24M -19,880 -21%
Canada Life
80
Canada Life
Manitoba, Canada
$4.8M +$16.3K +262 +0.3%
PIP
81
Palisades Investment Partners
California
$4.74M -$45.4K -728 -0.9%
LIP
82
Lighthouse Investment Partners
Florida
$4.37M +$2.02M +32,396 +86%
YIH
83
Y-Intercept (HK)
Hong Kong
$4.31M +$2.79M +44,844 +184%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$4.31M +$13K +209 +0.3%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$4.21M +$622K +9,980 +17%
Marshall Wace
86
Marshall Wace
United Kingdom
$4.18M +$3.21M +51,480 +331%
PD
87
Point72 (DIFC)
United Arab Emirates
$3.95M +$3.95M +63,397 New
AG
88
Algert Global
California
$3.91M -$77.9K -1,250 -2%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$3.73M +$106K +1,700 +3%
Man Group
90
Man Group
United Kingdom
$3.71M -$5.11M -81,988 -58%
LPL Financial
91
LPL Financial
California
$3.66M -$198K -3,183 -5%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$3.56M +$524K +8,399 +17%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$3.47M +$2.43M +38,962 +232%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$3.4M +$168K +2,700 +5%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$3.23M -$330K -5,300 -9%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$3.22M -$2.79M -44,693 -46%
EF
97
Empowered Funds
Pennsylvania
$3.16M +$493K +7,909 +18%
NW
98
NewEdge Wealth
Pennsylvania
$3.14M -$181K -2,599 -5%
PCC
99
Park Circle Company
Maryland
$3.13M – – –
P
100
&Partners
Tennessee
$3.11M +$268K +4,323 +9%
2 3
4
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