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.
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: 351 → 379 (+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: 3 → 3 (0)
17% less capital invested
Capital invested by funds: $5.26B → $4.34B (-$918M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$141M |
| 2 |
Goldman Sachs
New York
|
+$40.9M |
| 3 |
Jennison Associates
New York
|
+$28.1M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$27.4M |
| 5 |
Millennium Management
New York
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$53.4M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$48.6M |
| 3 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
-$41M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$20.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$17.6M |
MC Hedge Fund Activity: Q1 2025 in Review
379 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2025, worth a combined $4.34B — down 17% from $5.26B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new MC positions and 42 closed out — a net gain of 31 holders — while 160 added to existing stakes and 100 trimmed.
The largest buyer was Charles Schwab, adding an estimated $141M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $53.4M sold.
- 379 institutional investors held Moelis & Co (MC) as of Q1 2025, up from 351 in Q4 2024.
- Funds reported $4.34B of Moelis & Co stock for Q1 2025, down 17% quarter-over-quarter.
- 73 funds opened new Moelis & Co positions in Q1 2025 and 42 closed out, a net change of +31 holders.
- The largest Moelis & Co buyer in Q1 2025 was Charles Schwab, an estimated $141M added.
- The largest Moelis & Co seller in Q1 2025 was Balyasny Asset Management, an estimated $53.4M sold.
Based on aggregated 13F filings for Q1 2025.