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Moelis & Co

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351379 (+28)

4.49% more ownership

Funds ownership: 100.77%105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
126
Nebula Research & Development
New York
$2.26M +$1.9M +26,902 +228%
VCA
127
Verdence Capital Advisors
Maryland
$2.26M +$360K +5,113 +15%
ERIC
128
Eagle Rock Investment Company
Georgia
$2.25M
LIP
129
Lighthouse Investment Partners
Florida
$2.2M +$2.66M +37,681 New
HCM
130
Hilton Capital Management
New York
$2.2M +$300K +4,262 +13%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$2.17M +$52.6K +746 +2%
ZIM
132
Zacks Investment Management
Illinois
$2.16M +$2.61M +37,070 New
CF
133
Corebridge Financial
Texas
$2.15M -$51K -723 -2%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$2.13M -$6.91M -97,951 -73%
OAM
135
Oppenheimer Asset Management
New York
$2.13M -$192K -2,726 -7%
Allianz Asset Management
136
Allianz Asset Management
Germany
$2M -$352K -4,999 -13%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$1.94M -$63.5K -900 -3%
Federated Hermes
138
Federated Hermes
Pennsylvania
$1.89M +$2.29M +32,423 New
A
139
AlphaQuest
New York
$1.87M +$2.2M +31,242 +3,769%
QT
140
Quantbot Technologies
New York
$1.8M +$561K +7,960 +35%
Two Sigma Investments
141
Two Sigma Investments
New York
$1.78M +$2.15M +30,495 New
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$1.78M -$183K -2,600 -8%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$1.75M +$999K +14,169 +90%
BC
144
Bayforest Capital
United Kingdom
$1.74M +$2.04M +28,997 +3,395%
TI
145
Tidal Investments
Wisconsin
$1.67M +$142K +2,016 +8%
M&T Bank
146
M&T Bank
New York
$1.65M -$148K -2,099 -7%
SWA
147
Strata Wealth Advisors
Texas
$1.64M -$35.8K -508 -2%
Mackenzie Financial
148
Mackenzie Financial
Ontario, Canada
$1.62M +$550K +7,801 +39%
SWM
149
Salvus Wealth Management
New Jersey
$1.62M -$621K -8,811 -24%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$1.6M -$132K -1,874 -6%