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Moelis & Co

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
4.93%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
126
Schonfeld Strategic Advisors
New York
$1.94M +$1.94M +31,093 New
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$1.91M
ERIC
128
Eagle Rock Investment Company
Georgia
$1.88M -$528K -8,475 -22%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$1.87M
DAS
130
Diversify Advisory Services
Utah
$1.86M +$392K +5,323 +27%
IIM
131
INTECH Investment Management
Florida
$1.82M -$736K -11,809 -29%
TI
132
Tidal Investments
Wisconsin
$1.82M +$31.4K +504 +2%
YCM
133
Yousif Capital Management
Michigan
$1.77M +$104K +1,662 +6%
SWM
134
Salvus Wealth Management
New Jersey
$1.71M -$18.6K -298 -1%
M&T Bank
135
M&T Bank
New York
$1.71M -$60.6K -972 -3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.66M +$301K +4,828 +22%
Federated Hermes
137
Federated Hermes
Pennsylvania
$1.66M -$365K -5,852 -18%
Assenagon Asset Management
138
Assenagon Asset Management
Luxembourg
$1.62M -$3.35M -53,756 -67%
SWA
139
Strata Wealth Advisors
Texas
$1.52M -$228K -3,654 -13%
HWAM
140
Hennion & Walsh Asset Management
New Jersey
$1.52M -$27.5K -442 -2%
GF
141
Gabelli Funds
New York
$1.51M +$224K +3,600 +17%
New York State Teachers Retirement System (NYSTRS)
142
New York State Teachers Retirement System (NYSTRS)
New York
$1.51M +$482K +7,732 +47%
NIP
143
Nicholas Investment Partners
California
$1.5M -$1.19M -19,015 -44%
AI
144
Atria Investments
North Carolina
$1.49M -$32.7K -525 -2%
IC
145
IEQ Capital
California
$1.45M +$414K +6,640 +40%
Holocene Advisors
146
Holocene Advisors
New York
$1.41M +$1.41M +22,555 New
GCA
147
Greenwood Capital Associates
South Carolina
$1.37M +$98.7K +1,583 +8%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$1.36M +$75.6K +1,213 +6%
SO
149
STRS Ohio
Ohio
$1.33M +$56.1K +900 +4%
AB
150
Amalgamated Bank
New York
$1.31M +$55.5K +891 +4%