MC icon

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
+$117M
2
Goldman Sachs
Goldman Sachs
New York
+$33.8M
3
Jennison Associates
Jennison Associates
New York
+$23.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$22.6M
5
Millennium Management
Millennium Management
New York
+$20.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$40.2M
3
TAM
Timucuan Asset Management
Florida
-$33.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$20.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
151
Verition Fund Management
Connecticut
$1.58M +$1.3M +22,194 +451%
YCM
152
Yousif Capital Management
Michigan
$1.56M -$32.3K -554 -2%
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$1.45M -$177K -3,033 -11%
VI
154
Versor Investments
New York
$1.43M +$1.43M +24,539 New
AI
155
Atria Investments
North Carolina
$1.42M -$36.5K -625 -2%
YIH
156
Y-Intercept (HK)
Hong Kong
$1.42M +$1.42M +24,384 New
MF
157
Magnetar Financial
Illinois
$1.38M +$1.38M +23,631 New
CCM
158
Cinctive Capital Management
New York
$1.3M -$2.23M -38,240 -63%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$1.27M -$28K -480 -2%
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M – – –
CC
161
Centiva Capital
New York
$1.22M +$1.22M +20,826 New
GF
162
Gabelli Funds
New York
$1.21M – – –
TC
163
TownSquare Capital
Utah
$1.2M +$63.1K +1,081 +6%
MSRPS
164
Maryland State Retirement & Pension System
Maryland
$1.2M -$186K -3,183 -13%
ET
165
Entropy Technologies
New York
$1.2M +$871K +14,930 +268%
GCA
166
Greenwood Capital Associates
South Carolina
$1.19M +$1.19M +20,462 New
SO
167
STRS Ohio
Ohio
$1.19M +$268K +4,600 +29%
ASRS
168
Arizona State Retirement System
Arizona
$1.18M -$10K -172 -0.8%
AB
169
Amalgamated Bank
New York
$1.17M -$30.7K -526 -3%
FCM
170
Fieldview Capital Management
Michigan
$1.17M +$593K +10,159 +103%
JCIA
171
Jackson Creek Investment Advisors
Colorado
$1.15M +$1.15M +19,669 New
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$1.11M – – –
SG Americas Securities
173
SG Americas Securities
New York
$1.09M +$1.09M +18,603 New
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$1.07M +$41.4K +710 +4%
DAS
175
Diversify Advisory Services
Utah
$1.07M +$252K +4,724 +31%
5 6
7
8 9