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Moelis & Co

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351379 (+28)

4.49% more ownership

Funds ownership: 100.77%105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
176
Diversify Advisory Services
Utah
$1.07M +$333K +4,724 +31%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$1.07M -$47.6K -675 -4%
ACM
178
Aster Capital Management
United Arab Emirates
$1.04M +$1.04M +14,724 New
Cerity Partners
179
Cerity Partners
New York
$999K +$250K +3,549 +26%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$986K +$129K +1,823 +12%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$980K -$434K -6,149 -27%
IC
182
IEQ Capital
California
$975K +$1.18M +16,707 New
ProShare Advisors
183
ProShare Advisors
Maryland
$971K -$328K -4,656 -22%
New York State Teachers Retirement System (NYSTRS)
184
New York State Teachers Retirement System (NYSTRS)
New York
$963K -$49.4K -700 -4%
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$943K -$32.4K -460 -3%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$931K
CNAM
187
Campbell Newman Asset Management
Wisconsin
$930K -$3.88K -55 -0.3%
CWM
188
CIBC World Markets
New York
$915K +$639K +9,069 +137%
Marshall Wace
189
Marshall Wace
United Kingdom
$907K +$1.1M +15,543 New
SIA
190
SkyView Investment Advisors
New Jersey
$903K +$72.2K +1,024 +7%
PFSRSONJ
191
Police & Firemen's Retirement System of New Jersey
New Jersey
$901K
NERM
192
New England Research & Management
Illinois
$883K -$7.05K -100 -0.7%
HA
193
Harbor Advisors
Florida
$864K
SOW
194
State of Wyoming
Wyoming
$852K +$294K +4,163 +40%
IQI
195
Integrated Quantitative Investments
Washington
$846K
OIA
196
OneDigital Investment Advisors
Kansas
$845K +$41K +581 +4%
Mitsubishi UFJ Trust & Banking
197
Mitsubishi UFJ Trust & Banking
Japan
$841K +$1.02M +14,415 New
State of Wisconsin Investment Board
198
State of Wisconsin Investment Board
Wisconsin
$828K +$249K +3,528 +33%
SPIA
199
Steward Partners Investment Advisory
New York
$822K +$306K +4,346 +45%
KK
200
KLP Kapitalforvaltning
Norway
$811K -$56.4K -800 -5%