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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
AI
151
Atria Investments
North Carolina
$1.49M -$106K -1,585 -7%
AB
152
Amalgamated Bank
New York
$1.48M +$21.6K +324 +2%
GCA
153
Greenwood Capital Associates
South Carolina
$1.47M +$19K +284 +1%
Cerity Partners
154
Cerity Partners
New York
$1.45M +$85.9K +1,287 +7%
IQI
155
Integrated Quantitative Investments
Washington
$1.44M +$222K +3,329 +19%
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$1.44M -$161K -2,414 -10%
ASRS
157
Arizona State Retirement System
Arizona
$1.43M -$71.8K -1,076 -5%
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.39M -$20K -300 -1%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$1.36M +$1.11M +16,651 +541%
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
$1.31M
EMPI
161
Elo Mutual Pension Insurance
Finland
$1.3M +$1.27M +18,970 New
SSA
162
Schonfeld Strategic Advisors
New York
$1.26M -$2.93M -43,928 -71%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M -$38.2K -572 -3%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M -$129K -1,931 -10%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$1.19M +$86.8K +1,300 +8%
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$1.17M +$13.3K +200 +1%
SIA
167
SkyView Investment Advisors
New Jersey
$1.15M +$10.3K +155 +0.9%
CNAM
168
Campbell Newman Asset Management
Wisconsin
$1.14M -$39.6K -593 -3%
KK
169
KLP Kapitalforvaltning
Norway
$1.09M +$26.7K +400 +3%
SOW
170
State of Wyoming
Wyoming
$1.07M +$409K +6,135 +65%
VPIM
171
Vanguard Personalized Indexing Management
California
$1.06M +$49.7K +744 +5%
OIA
172
OneDigital Investment Advisors
Kansas
$1.06M -$18.8K -282 -2%
JCM
173
J2 Capital Management
Michigan
$1.05M +$121K +1,808 +13%
Mariner
174
Mariner
Kansas
$1.04M +$151K +2,261 +18%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$1.03M +$153K +2,287 +18%