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Moelis & Co
MC

Overview Fund Activity

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$172M
2
Goldman Sachs
Goldman Sachs
New York
$138M
3
Jennison Associates
Jennison Associates
New York
$28.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$25.7M
5
Millennium Management
Millennium Management
New York
$27.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.66M
3
TAM
Timucuan Asset Management
Florida
$82.7M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIC
126
Eagle Rock Investment Company
Georgia
$2.25M – – –
LIP
127
Lighthouse Investment Partners
Florida
$2.2M +$2.2M +37,681 New
HCM
128
Hilton Capital Management
New York
$2.2M +$249K +4,262 +13%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$2.17M +$43.5K +746 +2%
ZIM
130
Zacks Investment Management
Illinois
$2.16M +$2.16M +37,070 New
CF
131
Corebridge Financial
Texas
$2.15M -$42.2K -723 -2%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$2.13M -$5.66M -97,951 -73%
OAM
133
Oppenheimer Asset Management
New York
$2.13M -$159K -2,726 -7%
Allianz Asset Management
134
Allianz Asset Management
Germany
$2M -$292K -4,999 -13%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.94M -$52.5K -900 -3%
Federated Hermes
136
Federated Hermes
Pennsylvania
$1.89M +$1.89M +32,423 New
A
137
AlphaQuest
New York
$1.87M +$1.82M +31,242 +3,769%
QT
138
Quantbot Technologies
New York
$1.8M +$465K +7,960 +35%
Two Sigma Investments
139
Two Sigma Investments
New York
$1.78M +$1.78M +30,495 New
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$1.78M -$151K -2,600 -8%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$1.75M +$827K +14,169 +90%
BC
142
Bayforest Capital
United Kingdom
$1.74M +$1.69M +28,997 +3,395%
TI
143
Tidal Investments
Wisconsin
$1.67M +$118K +2,016 +8%
TPSF
144
Texas Permanent School Fund
Texas
$1.67M +$1.67M +31,084 New
M&T Bank
145
M&T Bank
New York
$1.65M -$122K -2,099 -7%
SWA
146
Strata Wealth Advisors
Texas
$1.64M -$29.6K -508 -2%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$1.62M +$455K +7,801 +39%
SWM
148
Salvus Wealth Management
New Jersey
$1.62M -$514K -8,811 -24%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$1.6M -$109K -1,874 -6%
Russell Investments Group
150
Russell Investments Group
United Kingdom
$1.59M +$578K +9,897 +57%
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6
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