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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
176
STRS Ohio
Ohio
$1.02M -$360K -5,400 -27%
HA
177
Harbor Advisors
Florida
$1.02M
VI
178
Versor Investments
New York
$1.01M +$294K +4,400 +43%
SPIA
179
Steward Partners Investment Advisory
New York
$1.01M +$8.54K +128 +0.9%
ProShare Advisors
180
ProShare Advisors
Maryland
$992K +$28.7K +430 +3%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$975K +$264K +3,954 +39%
DW30
182
Drucker Wealth 3.0
New Jersey
$952K +$2.54K +38 +0.3%
SSA
183
Sierra Summit Advisors
Nevada
$872K +$847K +12,686 New
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$839K +$86.7K +1,299 +12%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$835K +$95.6K +1,433 +13%
SCM
186
Sandler Capital Management
New York
$824K -$1.08M -16,132 -57%
CWP
187
Curated Wealth Partners
California
$822K +$171K +2,568 +27%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$792K +$53.3K +798 +7%
Squarepoint
189
Squarepoint
New York
$785K -$1.96M -29,310 -72%
Franklin Resources
190
Franklin Resources
California
$784K +$48.8K +731 +7%
SWA
191
Strata Wealth Advisors
Texas
$783K -$835K -12,506 -52%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$781K +$74.9K +1,122 +11%
QPW
193
Quantum Private Wealth
Florida
$778K -$29.2K -438 -4%
GWM
194
Geneos Wealth Management
Colorado
$767K
ICP
195
Impact Capital Partners
Colorado
$766K -$56.9K -852 -7%
LIA
196
Limestone Investment Advisors
New York
$758K
MSRPS
197
Maryland State Retirement & Pension System
Maryland
$750K +$16.2K +242 +2%
SA
198
Sanctuary Advisors
Indiana
$733K -$27.1K -406 -4%
OL
199
Odyssean LLC
Connecticut
$730K +$709K +10,618 New
CIP
200
Cornerstone Investment Partners
Georgia
$723K +$6.87K +103 +1%