We are live on ! Find out more
MC icon

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
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$6.8M -$57.4K -860 -0.8%
RFC
77
Regions Financial Corp
Alabama
$6.72M -$105K -1,580 -2%
Victory Capital Management
78
Victory Capital Management
Texas
$6.12M -$98.2K -1,472 -2%
AllianceBernstein
79
AllianceBernstein
Tennessee
$6.1M -$179K -2,676 -3%
Millennium Management
80
Millennium Management
New York
$6.04M +$141K +2,113 +2%
First Trust Advisors
81
First Trust Advisors
Illinois
$6.03M +$3.73M +55,957 +176%
Canada Life
82
Canada Life
Manitoba, Canada
$5.93M +$643K +9,636 +13%
BZWA
83
Blue Zone Wealth Advisors
California
$5.67M +$61.7K +924 +1%
AA
84
ALPS Advisors
Colorado
$5.55M -$324K -4,860 -6%
CFO
85
Callan Family Office
Pennsylvania
$5.54M -$83.8K -1,255 -2%
First Eagle Investment Management
86
First Eagle Investment Management
New York
$5.45M -$36.7K -550 -0.7%
PIP
87
Palisades Investment Partners
California
$5.36M +$107K +1,603 +2%
EF
88
Empowered Funds
Pennsylvania
$5.23M +$710K +10,635 +16%
Holocene Advisors
89
Holocene Advisors
New York
$5.03M +$4.89M +73,193 New
Federated Hermes
90
Federated Hermes
Pennsylvania
$5.01M +$3.01M +45,050 +162%
Prudential Financial
91
Prudential Financial
New Jersey
$4.98M -$1.95M -29,152 -29%
EI
92
EFG International
$4.88M +$4.74M +71,000 New
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$4.84M +$87.9K +1,317 +2%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$4.6M -$152K -2,283 -3%
BGDI
95
BW Gestao de Investimentos
Brazil
$4.4M +$4.27M +64,000 New
LPL Financial
96
LPL Financial
California
$4.33M +$22K +330 +0.5%
BMSSC
97
B. Metzler seel. Sohn & Co
Germany
$4.3M +$907K +13,585 +28%
NAAA
98
New Age Alpha Advisors
New York
$4.19M +$3.94M +59,105 +3,278%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$3.79M +$63.3K +949 +2%
P
100
&Partners
Tennessee
$3.64M +$107K +1,597 +3%