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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
HA
176
Harbor Advisors
Florida
$1.02M
VI
177
Versor Investments
New York
$1.01M
SPIA
178
Steward Partners Investment Advisory
New York
$1.01M
ProShare Advisors
179
ProShare Advisors
Maryland
$992K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$975K
DW30
181
Drucker Wealth 3.0
New Jersey
$952K
SSA
182
Sierra Summit Advisors
Nevada
$872K
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$839K
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$835K
SCM
185
Sandler Capital Management
New York
$824K
CWP
186
Curated Wealth Partners
California
$822K
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$792K
Squarepoint
188
Squarepoint
New York
$785K
Franklin Resources
189
Franklin Resources
California
$784K
SWA
190
Strata Wealth Advisors
Texas
$783K
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$781K
QPW
192
Quantum Private Wealth
Florida
$778K
GWM
193
Geneos Wealth Management
Colorado
$767K
ICP
194
Impact Capital Partners
Colorado
$766K
LIA
195
Limestone Investment Advisors
New York
$758K
MSRPS
196
Maryland State Retirement & Pension System
Maryland
$750K
SA
197
Sanctuary Advisors
Indiana
$733K
OL
198
Odyssean LLC
Connecticut
$730K
CIP
199
Cornerstone Investment Partners
Georgia
$723K
US Bancorp
200
US Bancorp
Minnesota
$720K