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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$3.5M -$178K -2,668 -5%
OAM
102
Oppenheimer Asset Management
New York
$3.49M -$159K -2,377 -4%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$3.47M +$674K +10,098 +25%
PCC
104
Park Circle Company
Maryland
$3.45M
HCM
105
Hilton Capital Management
New York
$3.34M +$319K +4,779 +11%
Neuberger Berman Group
106
Neuberger Berman Group
New York
$3.26M +$18K +270 +0.6%
Citigroup
107
Citigroup
New York
$3.07M -$4.21M -63,088 -59%
FNBOO
108
First National Bank of Omaha
Nebraska
$3.04M -$35.6K -534 -1%
NW
109
NewEdge Wealth
Pennsylvania
$3.03M -$172K -2,576 -6%
MIM
110
MetLife Investment Management
New Jersey
$2.85M -$140K -2,097 -5%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$2.79M -$1.09M -16,300 -29%
BCI
112
Brinker Capital Investments
Pennsylvania
$2.76M -$401K -6,009 -13%
VCA
113
Verdence Capital Advisors
Maryland
$2.7M -$1.74K -26 -0.1%
Comerica Bank
114
Comerica Bank
Texas
$2.58M -$471K -7,053 -16%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$2.56M -$227K -3,405 -8%
MF
116
Magnetar Financial
Illinois
$2.51M +$2.44M +36,516 New
IMRF
117
Illinois Municipal Retirement Fund
Illinois
$2.51M -$111K -1,668 -4%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$2.47M +$498K +7,461 +26%
Man Group
119
Man Group
United Kingdom
$2.47M +$175K +2,627 +8%
DAS
120
Diversify Advisory Services
Utah
$2.46M +$186K +2,792 +10%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$2.44M -$409K -6,129 -15%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$2.43M +$314K +4,712 +15%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$2.38M -$14.1M -210,754 -86%
Mirae Asset Global ETFs Holdings
124
Mirae Asset Global ETFs Holdings
Hong Kong
$2.37M -$1.94K -29 -0.1%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$2.33M -$13.3K -200 -0.6%