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Moelis & Co
MC

Overview Fund Activity

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$117M
2
Goldman Sachs
Goldman Sachs
New York
+$33.8M
3
Jennison Associates
Jennison Associates
New York
+$23.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$22.6M
5
Millennium Management
Millennium Management
New York
+$20.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$40.2M
3
TAM
Timucuan Asset Management
Florida
-$33.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$20.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$1.07M -$39.4K -675 -4%
ACM
177
Aster Capital Management
United Arab Emirates
$1.04M +$1.04M +14,724 New
Cerity Partners
178
Cerity Partners
New York
$999K +$207K +3,549 +26%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$986K +$106K +1,823 +12%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$980K -$359K -6,149 -27%
IC
181
IEQ Capital
California
$975K +$975K +16,707 New
ProShare Advisors
182
ProShare Advisors
Maryland
$971K -$272K -4,656 -22%
New York State Teachers Retirement System (NYSTRS)
183
New York State Teachers Retirement System (NYSTRS)
New York
$963K -$40.9K -700 -4%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$943K -$26.8K -460 -3%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$931K – – –
CNAM
186
Campbell Newman Asset Management
Wisconsin
$930K -$3.21K -55 -0.3%
CWM
187
CIBC World Markets
New York
$915K +$529K +9,069 +137%
Marshall Wace
188
Marshall Wace
United Kingdom
$907K +$907K +15,543 New
SIA
189
SkyView Investment Advisors
New Jersey
$903K +$59.8K +1,024 +7%
PFSRSONJ
190
Police & Firemen's Retirement System of New Jersey
New Jersey
$901K – – –
NERM
191
New England Research & Management
Illinois
$883K -$5.84K -100 -0.7%
HA
192
Harbor Advisors
Florida
$864K – – –
SOW
193
State of Wyoming
Wyoming
$852K +$243K +4,163 +40%
IQI
194
Integrated Quantitative Investments
Washington
$846K – – –
OIA
195
OneDigital Investment Advisors
Kansas
$845K +$33.9K +581 +4%
Mitsubishi UFJ Trust & Banking
196
Mitsubishi UFJ Trust & Banking
Japan
$841K +$841K +14,415 New
State of Wisconsin Investment Board
197
State of Wisconsin Investment Board
Wisconsin
$828K +$206K +3,528 +33%
SPIA
198
Steward Partners Investment Advisory
New York
$822K +$254K +4,346 +45%
KK
199
KLP Kapitalforvaltning
Norway
$811K -$46.7K -800 -5%
SRL
200
Scientech Research LLC
New Jersey
$810K +$810K +13,875 New
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