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Moelis & Co

374 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, 164 increasing their positions, 113 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.02M
Puts
$573K
Net Calls
Net Calls Change

Top Sellers

1 -$27.6M
2 -$27.2M
3 -$20.4M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$17.3M
5
Jane Street
Jane Street
New York
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$898K
Osaic Holdings
177
Osaic Holdings
Arizona
$861K
QT
178
Quantbot Technologies
New York
$859K
ATC
179
Argent Trust Co
Tennessee
$845K
State of Wisconsin Investment Board
180
State of Wisconsin Investment Board
Wisconsin
$823K
VPIM
181
Vanguard Personalized Indexing Management
California
$765K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$753K
ICP
183
Impact Capital Partners
Colorado
$739K
QPW
184
Quantum Private Wealth
Florida
$732K
SSA
185
Sierra Summit Advisors
Nevada
$720K
I
186
INVST
Indiana
$706K
GWM
187
Geneos Wealth Management
Colorado
$704K
SA
188
Sanctuary Advisors
Indiana
$676K
EP
189
Edgestream Partners
New Jersey
$647K
CIP
190
Cornerstone Investment Partners
Georgia
$645K
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$644K
SOW
192
State of Wyoming
Wyoming
$637K
US Bancorp
193
US Bancorp
Minnesota
$636K
HSBC Holdings
194
HSBC Holdings
United Kingdom
$631K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$625K
Truist Financial
196
Truist Financial
North Carolina
$624K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$623K
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$615K
NGA
199
Naples Global Advisors
Florida
$603K
MOACM
200
Mutual of America Capital Management
New York
$594K