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Moelis & Co

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$890K +$98.3K +1,379 +12%
QT
177
Quantbot Technologies
New York
$859K -$1.06M -17,036 -55%
ATC
178
Argent Trust Co
Tennessee
$845K +$35.3K +566 +4%
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$823K -$60.8K -975 -7%
VPIM
180
Vanguard Personalized Indexing Management
California
$765K +$188K +3,019 +33%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$753K +$46.2K +741 +7%
ICP
182
Impact Capital Partners
Colorado
$739K -$25.2K -404 -3%
QPW
183
Quantum Private Wealth
Florida
$732K
SSA
184
Sierra Summit Advisors
Nevada
$720K +$720K +11,561 New
GWM
185
Geneos Wealth Management
Colorado
$704K +$689K +11,056 +4,494%
EP
186
Edgestream Partners
New Jersey
$647K -$7.22M -115,852 -92%
CIP
187
Cornerstone Investment Partners
Georgia
$645K +$5.05K +81 +0.8%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$644K -$107K -1,709 -14%
SOW
189
State of Wyoming
Wyoming
$637K -$273K -4,373 -30%
US Bancorp
190
US Bancorp
Minnesota
$636K -$40.4K -649 -6%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$631K -$1.68M -26,855 -73%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$625K +$81.7K +1,311 +15%
Truist Financial
193
Truist Financial
North Carolina
$624K +$214K +3,429 +52%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$623K +$128K +2,054 +26%
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$615K -$1.11M -17,888 -64%
NGA
196
Naples Global Advisors
Florida
$603K
MOACM
197
Mutual of America Capital Management
New York
$594K -$3.16M -50,743 -84%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$594K -$53.4K -857 -8%
A
199
AlphaQuest
New York
$587K -$1.41M -22,649 -71%
CWM
200
CIBC World Markets
New York
$571K -$406K -6,519 -42%