MC icon

Moelis & Co

394 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 146 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 146

1% less funds holding

Funds holding: 396394 (-2)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$85.7M)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.5M
Puts
$893K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$719K
I
202
INVST
Indiana
$701K
ATC
203
Argent Trust Co
Tennessee
$669K
NGA
204
Naples Global Advisors
Florida
$642K
WB
205
WesBanco Bank
West Virginia
$611K
IP
206
Indivisible Partners
Florida
$604K
TPI
207
Trust Point Inc
Wisconsin
$592K
MFG
208
Merit Financial Group
Georgia
$586K
Osaic Holdings
209
Osaic Holdings
Arizona
$585K
PFA
210
Peak Financial Advisors
Colorado
$585K
MOACM
211
Mutual of America Capital Management
New York
$581K
FNA
212
First National Advisers
Nebraska
$572K
AIM
213
Advyzon Investment Management
Illinois
$554K
A
214
AlphaQuest
New York
$527K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$527K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$526K
Creative Planning
217
Creative Planning
Kansas
$526K
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$521K
Aviva
219
Aviva
United Kingdom
$513K
XT
220
XTX Topco
Cayman Islands
$503K
KeyBank National Association
221
KeyBank National Association
Ohio
$498K
AWM
222
Apollon Wealth Management
South Carolina
$497K
DCM
223
DGS Capital Management
New Jersey
$475K
MML Investors Services
224
MML Investors Services
Massachusetts
$471K
Verition Fund Management
225
Verition Fund Management
Connecticut
$467K