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Moelis & Co
MC

Overview Fund Activity

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.

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

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$172M
2
Goldman Sachs
2
Goldman Sachs
New York
$138M
3
Jennison Associates
3
Jennison Associates
New York
$28.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.7M
5
Millennium Management
5
Millennium Management
New York
$27.2M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Norges Bank
2
Norges Bank
Norway
$0
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.66M
4
TAM
4
Timucuan Asset Management
Florida
$82.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$490M 8,395,800 -10,193 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$485M 8,305,688 +158,373 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$404M 6,920,207 -177,138 -2%
LCOV
4
London Company of Virginia
Virginia
$207M 3,543,210 -125,621 -3%
Charles Schwab
5
Charles Schwab
California
$172M 2,942,299 +2,006,747 +214%
State Street
6
State Street
Massachusetts
$162M 2,773,194 -85,645 -3%
WA
7
Wasatch Advisors
Utah
$160M 2,733,324 +100,788 +4%
Goldman Sachs
8
Goldman Sachs
New York
$138M 2,356,893 +579,529 +33%
Ameriprise
9
Ameriprise
Minnesota
$132M 2,260,345 +95,114 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$95.1M 1,628,724 +42,922 +3%
TAM
11
Timucuan Asset Management
Florida
$82.7M 1,417,062 -581,453 -29%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$74.3M 1,272,645 +119,746 +10%
MAM
13
Madison Asset Management
Wisconsin
$73.8M 1,264,200 +99,313 +9%
Citadel Advisors
14
Citadel Advisors
Florida
$64.3M 1,102,287 -202,594 -16%
Wells Fargo
15
Wells Fargo
California
$56M 959,906 -572 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$56M 958,902 +83,034 +9%
HCL
17
Heard Capital LLC
Illinois
$54M 925,240 +83,270 +10%
Northern Trust
18
Northern Trust
Illinois
$50.1M 858,968 -1,157 -0.1%
Capital World Investors
19
Capital World Investors
California
$42M 719,000 – –
Morgan Stanley
20
Morgan Stanley
New York
$39.7M 679,718 +12,394 +2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$37.6M 644,943 -249,269 -28%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$37.6M 644,580 -62,646 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$37.3M 639,573 -11,617 -2%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$35.9M 615,169 +20,702 +3%
Bank of America
25
Bank of America
North Carolina
$33.9M 580,341 -36,263 -6%
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