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Moelis & Co

391 hedge funds and large institutions have $5.43B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.33M
Puts
$6.82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$731K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$730K
US Bancorp
203
US Bancorp
Minnesota
$719K
HF
204
HRT Financial
New York
$708K
NGA
205
Naples Global Advisors
Florida
$686K
SOW
206
State of Wyoming
Wyoming
$675K
IWC
207
Integrated Wealth Concepts
Massachusetts
$674K
BHCM
208
Brevan Howard Capital Management
Jersey
$670K
CWP
209
Curated Wealth Partners
California
$670K
ET
210
Entropy Technologies
New York
$642K
PFA
211
Peak Financial Advisors
Colorado
$626K
FNA
212
First National Advisers
Nebraska
$622K
XT
213
XTX Topco
Cayman Islands
$621K
WB
214
WesBanco Bank
West Virginia
$621K
TPI
215
Trust Point Inc
Wisconsin
$618K
LIA
216
Limestone Investment Advisors
New York
$611K
MOACM
217
Mutual of America Capital Management
New York
$593K
MML Investors Services
218
MML Investors Services
Massachusetts
$577K
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$576K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$575K
CBU
221
CIBC Bancorp USA
Illinois
$565K
Creative Planning
222
Creative Planning
Kansas
$546K
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$545K
CAU
224
Caxton Associates (UK)
$534K
WIA
225
World Investment Advisors
California
$523K