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Moelis & Co

367 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, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$568K +$90.3K +1,449 +19%
CWP
202
Curated Wealth Partners
California
$562K +$7.17K +115 +1%
QCM
203
Quantinno Capital Management
New York
$550K +$162K +2,601 +42%
PFA
204
Peak Financial Advisors
Colorado
$549K +$15.4K +247 +3%
Universal-Beteiligungs- und Servicegesellschaft
205
Universal-Beteiligungs- und Servicegesellschaft
Germany
$547K -$32.7K -524 -6%
WB
206
WesBanco Bank
West Virginia
$543K
FNA
207
First National Advisers
Nebraska
$518K +$30.6K +491 +6%
MML Investors Services
208
MML Investors Services
Massachusetts
$518K +$28.8K +462 +6%
P
209
Pitcairn
Pennsylvania
$515K -$95.2K -1,528 -16%
Aviva
210
Aviva
United Kingdom
$505K +$85.6K +1,373 +20%
BAM
211
Blueshift Asset Management
New Jersey
$492K +$492K +7,895 New
American Century Companies
212
American Century Companies
Missouri
$491K +$491K +7,885 New
AWM
213
Apollon Wealth Management
South Carolina
$480K -$36.5K -585 -7%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$477K
AIP
215
Ameritas Investment Partners
Nebraska
$473K +$23.9K +383 +5%
DW30
216
Drucker Wealth 3.0
New Jersey
$467K +$467K +6,846 New
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$460K +$29K +465 +7%
WIA
218
World Investment Advisors
California
$453K +$453K +7,268 New
KIM
219
Kestra Investment Management
Texas
$451K +$361K +5,862 +401%
PMAM
220
Picton Mahoney Asset Management
Ontario, Canada
$446K +$5.92K +95 +1%
TPI
221
Trust Point Inc
Wisconsin
$429K -$289K -4,635 -40%
DADC
222
D.A. Davidson & Co
Montana
$422K
KeyBank National Association
223
KeyBank National Association
Ohio
$416K +$168K +2,694 +68%
Creative Planning
224
Creative Planning
Kansas
$414K +$51.5K +827 +14%
FB
225
Fulton Bank
Pennsylvania
$410K +$11.7K +188 +3%