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Moelis & Co

396 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 146 reducing their positions, and 49 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: 151 | Existing positions reduced: 146

0% more funds holding

Funds holding: 395396 (+1)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$82.2M)

Holders
396
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
US Bancorp
201
US Bancorp
Minnesota
$720K
Truist Financial
202
Truist Financial
North Carolina
$719K
I
203
INVST
Indiana
$701K
ATC
204
Argent Trust Co
Tennessee
$669K
NGA
205
Naples Global Advisors
Florida
$642K
WB
206
WesBanco Bank
West Virginia
$611K
IP
207
Indivisible Partners
Florida
$604K
TPI
208
Trust Point Inc
Wisconsin
$592K
MFG
209
Merit Financial Group
Georgia
$586K
Osaic Holdings
210
Osaic Holdings
Arizona
$585K
PFA
211
Peak Financial Advisors
Colorado
$585K
MOACM
212
Mutual of America Capital Management
New York
$581K
FNA
213
First National Advisers
Nebraska
$572K
AIM
214
Advyzon Investment Management
Illinois
$554K
A
215
AlphaQuest
New York
$527K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$527K
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$526K
Creative Planning
218
Creative Planning
Kansas
$526K
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$521K
Aviva
220
Aviva
United Kingdom
$513K
XT
221
XTX Topco
Cayman Islands
$503K
KeyBank National Association
222
KeyBank National Association
Ohio
$498K
AWM
223
Apollon Wealth Management
South Carolina
$497K
DCM
224
DGS Capital Management
New Jersey
$475K
MML Investors Services
225
MML Investors Services
Massachusetts
$471K