We are live on ! Find out more
MC icon

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.

New
Increased
Maintained
Reduced
Closed

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: 351379 (+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: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$490M -$719K -10,193 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$485M +$11.2M +158,373 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$404M -$12.5M -177,138 -2%
LCOV
4
London Company of Virginia
Virginia
$207M -$8.86M -125,621 -3%
Charles Schwab
5
Charles Schwab
California
$172M +$141M +2,006,747 +214%
State Street
6
State Street
Massachusetts
$162M -$6.04M -85,645 -3%
WA
7
Wasatch Advisors
Utah
$160M +$7.11M +100,788 +4%
Goldman Sachs
8
Goldman Sachs
New York
$138M +$40.9M +579,529 +33%
Ameriprise
9
Ameriprise
Minnesota
$132M +$6.71M +95,114 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$95.1M +$3.03M +42,922 +3%
TAM
11
Timucuan Asset Management
Florida
$82.7M -$41M -581,453 -29%
JP Morgan Chase
12
JP Morgan Chase
New York
$74.3M +$8.44M +119,746 +10%
MAM
13
Madison Asset Management
Wisconsin
$73.8M +$7M +99,313 +9%
Citadel Advisors
14
Citadel Advisors
Florida
$64.3M -$14.3M -202,594 -16%
Wells Fargo
15
Wells Fargo
California
$56M -$40.3K -572 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$56M +$5.85M +83,034 +9%
HCL
17
Heard Capital LLC
Illinois
$54M +$5.87M +83,270 +10%
Northern Trust
18
Northern Trust
Illinois
$50.1M -$81.6K -1,157 -0.1%
Capital World Investors
19
Capital World Investors
California
$42M
Morgan Stanley
20
Morgan Stanley
New York
$39.7M +$874K +12,394 +2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$37.6M -$17.6M -249,269 -28%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$37.6M -$4.42M -62,646 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$37.3M -$819K -11,617 -2%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$35.9M +$1.46M +20,702 +3%
Bank of America
25
Bank of America
North Carolina
$33.9M -$2.56M -36,263 -6%