Moelis & Co
396 hedge funds and large institutions have $5.4B invested in Moelis & Co in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 118 reducing their positions, and 36 closing their positions.
67% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 36
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 118
37% more call options, than puts
Call options by funds: $9.33M | Put options by funds: $6.82M
14% more capital invested
Capital invested by funds: $4.74B → $5.4B (+$658M)
6% more funds holding
Funds holding: 375 → 396 (+21)
0.4% less ownership
Funds ownership: 102.52% → 102.11% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$49.6M |
| 2 |
Bank of New York Mellon
New York
|
+$41.7M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$32.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
| 5 |
Jennison Associates
New York
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$91.3M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$37.6M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$22.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$17.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$17.4M |
MC Hedge Fund Activity: Q3 2025 in Review
396 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2025, worth a combined $5.4B — up 14% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MC positions and 36 closed out — a net gain of 24 holders — while 168 added to existing stakes and 118 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $49.6M. The largest seller was Citadel Advisors, cutting an estimated $91.3M.
- 396 institutional investors held Moelis & Co (MC) as of Q3 2025, up from 375 in Q2 2025.
- Funds reported $5.4B of Moelis & Co stock for Q3 2025, up 14% quarter-over-quarter.
- 60 funds opened new Moelis & Co positions in Q3 2025 and 36 closed out, a net change of +24 holders.
- The largest Moelis & Co buyer in Q3 2025 was T. Rowe Price Associates, an estimated $49.6M added.
- The largest Moelis & Co seller in Q3 2025 was Citadel Advisors, an estimated $91.3M sold.
Based on aggregated 13F filings for Q3 2025.