Moelis & Co
398 hedge funds and large institutions have $4.56B invested in Moelis & Co in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 133 reducing their positions, and 56 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
0% less funds holding
Funds holding: 399 → 398 (-1)
14% less capital invested
Capital invested by funds: $5.32B → $4.56B (-$757M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
398
Holding in Top 10
3
Calls
$7.85M
Puts
$314K
Top Buyers
| 1 | +$83.7M | |
| 2 | +$77.6M | |
| 3 | +$69.9M | |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$37.2M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$36.1M |
Top Sellers
| 1 | -$60.9M | |
| 2 | -$38.3M | |
| 3 | -$34.5M | |
| 4 |
Charles Schwab
San Francisco,
California
|
-$31.9M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$23.8M |
