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Moelis & Co

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351379 (+28)

4.49% more ownership

Funds ownership: 100.77%105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SRL
201
Scientech Research LLC
New Jersey
$810K +$978K +13,875 New
XT
202
XTX Topco
Cayman Islands
$763K +$652K +9,244 +241%
ATC
203
Argent Trust Co
Tennessee
$759K +$240K +3,408 +36%
EMPI
204
Elo Mutual Pension Insurance
Finland
$725K +$876K +12,430 New
ICP
205
Impact Capital Partners
Colorado
$715K +$81.8K +1,160 +10%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$703K +$530K +7,521 +166%
I
207
INVST
Indiana
$688K +$831K +11,792 New
QPW
208
Quantum Private Wealth
Florida
$686K
Squarepoint
209
Squarepoint
New York
$678K +$819K +11,623 New
BPC
210
Banque Pictet & Cie
Switzerland
$673K +$812K +11,524 New
TPI
211
Trust Point Inc
Wisconsin
$672K -$443K -6,282 -35%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$662K +$183K +2,595 +30%
GCP
213
GSA Capital Partners
United Kingdom
$658K +$795K +11,278 New
Osaic Holdings
214
Osaic Holdings
Arizona
$649K +$47.7K +677 +6%
VEA
215
Virtus ETF Advisers
New York
$636K +$768K +10,900 New
US Bancorp
216
US Bancorp
Minnesota
$633K +$28.9K +410 +4%
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$606K +$33.9K +481 +5%
CIP
218
Cornerstone Investment Partners
Georgia
$599K +$8.32K +118 +1%
SA
219
Sanctuary Advisors
Indiana
$599K -$132K -1,875 -15%
Mariner
220
Mariner
Kansas
$576K +$120K +1,695 +21%
P
221
Pitcairn
Pennsylvania
$572K +$7.83K +111 +1%
NGA
222
Naples Global Advisors
Florida
$564K -$35.3K -500 -5%
Universal-Beteiligungs- und Servicegesellschaft
223
Universal-Beteiligungs- und Servicegesellschaft
Germany
$543K +$656K +9,300 New
VPIM
224
Vanguard Personalized Indexing Management
California
$540K +$160K +2,276 +33%
CWP
225
Curated Wealth Partners
California
$520K +$21.4K +304 +4%