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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 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: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
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
AI
151
Atria Investments
North Carolina
$1.49M
AB
152
Amalgamated Bank
New York
$1.48M
GCA
153
Greenwood Capital Associates
South Carolina
$1.47M
Cerity Partners
154
Cerity Partners
New York
$1.45M
IQI
155
Integrated Quantitative Investments
Washington
$1.44M
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$1.44M
ASRS
157
Arizona State Retirement System
Arizona
$1.43M
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.39M
HSBC Holdings
159
HSBC Holdings
United Kingdom
$1.36M
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
SSA
162
Schonfeld Strategic Advisors
New York
$1.26M
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$1.19M
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$1.17M
SIA
167
SkyView Investment Advisors
New Jersey
$1.15M
CNAM
168
Campbell Newman Asset Management
Wisconsin
$1.14M
KK
169
KLP Kapitalforvaltning
Norway
$1.09M
SOW
170
State of Wyoming
Wyoming
$1.07M
VPIM
171
Vanguard Personalized Indexing Management
California
$1.06M
OIA
172
OneDigital Investment Advisors
Kansas
$1.06M
JCM
173
J2 Capital Management
Michigan
$1.05M
Mariner
174
Mariner
Kansas
$1.04M
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$1.03M