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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
TI
126
Tidal Investments
Wisconsin
$2.33M
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$2.31M
FAM
128
Fred Alger Management
New York
$2.26M
MWM
129
Moran Wealth Management
Florida
$2.25M
CAM
130
Cresset Asset Management
Illinois
$2.24M
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$2.24M
GF
132
Gabelli Funds
New York
$2.2M
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$2.19M
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$2.15M
ZIM
135
Zacks Investment Management
Illinois
$2.13M
SG Americas Securities
136
SG Americas Securities
New York
$2.07M
ERIC
137
Eagle Rock Investment Company
Georgia
$2.07M
KOCAA
138
Knights of Columbus Asset Advisors
Connecticut
$2.04M
QCM
139
Quantinno Capital Management
New York
$1.98M
Russell Investments Group
140
Russell Investments Group
United Kingdom
$1.94M
SWM
141
Salvus Wealth Management
New Jersey
$1.92M
IIM
142
INTECH Investment Management
Florida
$1.87M
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$1.84M
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$1.81M
American Century Companies
145
American Century Companies
Missouri
$1.78M
JFG
146
Jefferies Financial Group
New York
$1.7M
M&T Bank
147
M&T Bank
New York
$1.66M
Universal-Beteiligungs- und Servicegesellschaft
148
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.57M
YCM
149
Yousif Capital Management
Michigan
$1.55M
AI
150
Atria Investments
North Carolina
$1.49M