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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$720K +$26.6K +398 +4%
Truist Financial
202
Truist Financial
North Carolina
$719K -$12K -180 -2%
I
203
INVST
Indiana
$701K -$53.3K -798 -7%
ATC
204
Argent Trust Co
Tennessee
$669K -$238K -3,563 -27%
NGA
205
Naples Global Advisors
Florida
$642K -$18.7K -280 -3%
WB
206
WesBanco Bank
West Virginia
$611K +$12K +180 +2%
IP
207
Indivisible Partners
Florida
$604K +$586K +8,782 New
TPI
208
Trust Point Inc
Wisconsin
$592K -$3.67K -55 -0.6%
MFG
209
Merit Financial Group
Georgia
$586K +$178K +2,674 +46%
Osaic Holdings
210
Osaic Holdings
Arizona
$585K -$339K -5,083 -37%
PFA
211
Peak Financial Advisors
Colorado
$585K -$18.2K -272 -3%
MOACM
212
Mutual of America Capital Management
New York
$581K +$9.88K +148 +2%
FNA
213
First National Advisers
Nebraska
$572K -$26.5K -397 -5%
AIM
214
Advyzon Investment Management
Illinois
$554K +$538K +8,066 New
A
215
AlphaQuest
New York
$527K -$2.34M -35,118 -82%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$527K -$26.6K -398 -5%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$526K
Creative Planning
218
Creative Planning
Kansas
$526K -$667 -10 -0.1%
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$521K -$33.3K -499 -6%
Aviva
220
Aviva
United Kingdom
$513K +$59.3K +888 +13%
IFG
221
Independent Financial Group
California
$513K +$498K +7,461 New
XT
222
XTX Topco
Cayman Islands
$503K -$93K -1,393 -16%
KeyBank National Association
223
KeyBank National Association
Ohio
$498K +$36.8K +552 +8%
AWM
224
Apollon Wealth Management
South Carolina
$497K -$734 -11 -0.2%
DCM
225
DGS Capital Management
New Jersey
$475K +$155K +2,329 +51%