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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
TI
126
Tidal Investments
Wisconsin
$2.33M +$191K +2,856 +9%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$2.31M +$859K +12,875 +62%
FAM
128
Fred Alger Management
New York
$2.26M -$1.33K -20 -0.1%
MWM
129
Moran Wealth Management
Florida
$2.25M -$347K -5,202 -14%
CAM
130
Cresset Asset Management
Illinois
$2.24M -$18.4K -275 -0.8%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$2.24M -$1.12M -16,753 -34%
GF
132
Gabelli Funds
New York
$2.2M +$501K +7,500 +31%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$2.19M -$250K -3,747 -11%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$2.15M +$19.3K +289 +0.9%
ZIM
135
Zacks Investment Management
Illinois
$2.13M +$69.9K +1,048 +3%
SG Americas Securities
136
SG Americas Securities
New York
$2.07M +$1.52M +22,838 +313%
ERIC
137
Eagle Rock Investment Company
Georgia
$2.07M
KOCAA
138
Knights of Columbus Asset Advisors
Connecticut
$2.04M +$1.98M +29,635 New
QCM
139
Quantinno Capital Management
New York
$1.98M +$760K +11,387 +65%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$1.94M +$59.7K +894 +3%
Corient Private Wealth
141
Corient Private Wealth
Florida
$1.93M +$1.39M +20,835 +285%
SWM
142
Salvus Wealth Management
New Jersey
$1.92M +$22.7K +340 +1%
IIM
143
INTECH Investment Management
Florida
$1.87M
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$1.84M -$777K -11,638 -30%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$1.81M +$154K +2,305 +10%
American Century Companies
146
American Century Companies
Missouri
$1.78M -$651K -9,754 -27%
JFG
147
Jefferies Financial Group
New York
$1.7M +$1.66M +24,803 New
M&T Bank
148
M&T Bank
New York
$1.66M -$74.5K -1,117 -4%
Universal-Beteiligungs- und Servicegesellschaft
149
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.57M +$76K +1,139 +5%
YCM
150
Yousif Capital Management
Michigan
$1.55M -$202K -3,033 -13%