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Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.5M
Puts
$893K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$3.5M
OAM
102
Oppenheimer Asset Management
New York
$3.49M
SOADOR
103
State of Alaska Department of Revenue
Alaska
$3.47M
PCC
104
Park Circle Company
Maryland
$3.45M
HCM
105
Hilton Capital Management
New York
$3.34M
Neuberger Berman Group
106
Neuberger Berman Group
New York
$3.26M
Citigroup
107
Citigroup
New York
$3.07M
FNBOO
108
First National Bank of Omaha
Nebraska
$3.04M
NW
109
NewEdge Wealth
Pennsylvania
$3.03M
MIM
110
MetLife Investment Management
New Jersey
$2.85M
Two Sigma Advisers
111
Two Sigma Advisers
New York
$2.79M
BCI
112
Brinker Capital Investments
Pennsylvania
$2.76M
VCA
113
Verdence Capital Advisors
Maryland
$2.7M
Comerica Bank
114
Comerica Bank
Texas
$2.58M
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$2.56M
MF
116
Magnetar Financial
Illinois
$2.51M
IMRF
117
Illinois Municipal Retirement Fund
Illinois
$2.51M
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$2.47M
Man Group
119
Man Group
United Kingdom
$2.47M
DAS
120
Diversify Advisory Services
Utah
$2.46M
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$2.44M
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$2.43M
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$2.38M
Mirae Asset Global ETFs Holdings
124
Mirae Asset Global ETFs Holdings
Hong Kong
$2.37M
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$2.33M