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Moelis & Co
MC

Overview Fund Activity

367 hedge funds and large institutions have $4.74B invested in Moelis & Co in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-10
Holders Change %
-2.65%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
162
Reduced
110
Closed
60
Calls
$5.02M
Puts
$573K
Net Calls
+$4.45M
Net Calls Change
+$974K

Top Buyers

1
ACL
Azora Capital LP
Florida
+$46.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$38M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$26.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.6M
2
Millennium Management
Millennium Management
New York
-$27.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.4M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$17.3M
5
Jane Street
Jane Street
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$552M +$33.9M +543,919 +7%
BlackRock
2
BlackRock
New York
$548M +$24.5M +393,177 +5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$422M -$9.47M -151,931 -2%
LCOV
4
London Company of Virginia
Virginia
$213M -$7.87M -126,212 -4%
Charles Schwab
5
Charles Schwab
California
$192M +$8.59M +137,824 +5%
State Street
6
State Street
Massachusetts
$178M +$5.56M +89,143 +3%
WA
7
Wasatch Advisors
Utah
$177M +$7M +112,281 +4%
Ameriprise
8
Ameriprise
Minnesota
$149M +$8.47M +135,885 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$128M +$26.4M +424,138 +26%
Goldman Sachs
10
Goldman Sachs
New York
$119M -$27.6M -443,602 -19%
TAM
11
Timucuan Asset Management
Florida
$88.8M +$465K +7,465 +0.5%
Citadel Advisors
12
Citadel Advisors
Florida
$82.8M +$14.1M +226,059 +21%
MAM
13
Madison Asset Management
Wisconsin
$80.7M +$1.94M +31,084 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$66.1M +$6.32M +101,392 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$64.9M +$24.7M +396,015 +61%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$58.9M -$20.4M -327,087 -26%
Wells Fargo
17
Wells Fargo
California
$58.6M -$1.25M -20,101 -2%
HCL
18
Heard Capital LLC
Illinois
$57.3M -$312K -5,000 -0.5%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$56.4M +$16.2M +259,320 +40%
Northern Trust
20
Northern Trust
Illinois
$53.9M +$401K +6,437 +0.7%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$48.8M +$10.5M +168,257 +27%
ACL
22
Azora Capital LP
Florida
$46.8M +$46.8M +750,358 New
Capital World Investors
23
Capital World Investors
California
$44.8M – – –
Morgan Stanley
24
Morgan Stanley
New York
$44.7M +$2.35M +37,743 +6%
Jennison Associates
25
Jennison Associates
New York
$41.8M +$11.6M +186,193 +38%
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