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Moelis & Co

377 hedge funds and large institutions have $4.3B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
158
Reduced
98
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
201
XTX Topco
Cayman Islands
$763K +$539K +9,244 +241%
ATC
202
Argent Trust Co
Tennessee
$759K +$199K +3,408 +36%
EMPI
203
Elo Mutual Pension Insurance
Finland
$725K +$725K +12,430 New
ICP
204
Impact Capital Partners
Colorado
$715K +$67.7K +1,160 +10%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$703K +$439K +7,521 +166%
I
206
INVST
Indiana
$688K +$688K +11,792 New
QPW
207
Quantum Private Wealth
Florida
$686K
Squarepoint
208
Squarepoint
New York
$678K +$678K +11,623 New
BPC
209
Banque Pictet & Cie
Switzerland
$673K +$673K +11,524 New
TPI
210
Trust Point Inc
Wisconsin
$672K -$367K -6,282 -35%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$662K +$151K +2,595 +30%
GCP
212
GSA Capital Partners
United Kingdom
$658K +$658K +11,278 New
Osaic Holdings
213
Osaic Holdings
Arizona
$649K +$39.5K +677 +6%
VEA
214
Virtus ETF Advisers
New York
$636K +$636K +10,900 New
US Bancorp
215
US Bancorp
Minnesota
$633K +$23.9K +410 +4%
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$606K +$28.1K +481 +5%
CIP
217
Cornerstone Investment Partners
Georgia
$599K +$6.89K +118 +1%
Mariner
218
Mariner
Kansas
$576K +$98.9K +1,695 +21%
P
219
Pitcairn
Pennsylvania
$572K +$6.48K +111 +1%
NGA
220
Naples Global Advisors
Florida
$564K -$29.2K -500 -5%
Universal-Beteiligungs- und Servicegesellschaft
221
Universal-Beteiligungs- und Servicegesellschaft
Germany
$543K +$543K +9,300 New
VPIM
222
Vanguard Personalized Indexing Management
California
$540K +$133K +2,276 +33%
CWP
223
Curated Wealth Partners
California
$520K +$17.7K +304 +4%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$509K +$43.9K +752 +9%
WB
225
WesBanco Bank
West Virginia
$508K