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Moelis & Co

399 hedge funds and large institutions have $5.32B invested in Moelis & Co in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

851% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $893K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

2.36% more ownership

Funds ownership: 102.11%104.47% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

1% more funds holding

Funds holding: 396399 (+3)

2% less capital invested

Capital invested by funds: $5.4B → $5.32B (-$81.6M)

Holders
399
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
58
Increased
152
Reduced
146
Closed
49
Calls
$8.5M
Puts
$893K
Net Calls
+$7.6M
Net Calls Change
+$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$606M -$724K -10,853 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$585M -$14.9M -223,422 -3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$415M -$28.3M -423,660 -7%
WA
4
Wasatch Advisors
Utah
$236M +$8.57M +128,443 +4%
Charles Schwab
5
Charles Schwab
California
$220M +$4.45M +66,697 +2%
LCOV
6
London Company of Virginia
Virginia
$210M -$13.6M -203,899 -6%
State Street
7
State Street
Massachusetts
$196M -$1.99M -29,779 -1%
Ameriprise
8
Ameriprise
Minnesota
$184M +$27.1M +406,265 +18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$143M +$77.7K +1,164 +0.1%
Goldman Sachs
10
Goldman Sachs
New York
$129M +$5.97M +89,471 +5%
TAM
11
Timucuan Asset Management
Florida
$96.6M -$1.06M -15,919 -1%
HighTower Advisors
12
HighTower Advisors
Illinois
$95.3M +$8.63M +129,368 +10%
MAM
13
Madison Asset Management
Wisconsin
$83.7M -$4.41M -66,083 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$83.6M +$7.02M +105,185 +9%
JP Morgan Chase
15
JP Morgan Chase
New York
$70.5M +$4.21M +63,115 +7%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$70.1M +$6.74M +100,956 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$69.1M -$15.4M -231,174 -19%
HCL
18
Heard Capital LLC
Illinois
$67.5M +$15M +224,970 +30%
Wells Fargo
19
Wells Fargo
California
$64.7M +$1.09M +16,396 +2%
Jennison Associates
20
Jennison Associates
New York
$64.3M +$2.5M +37,475 +4%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$60.9M +$59.1M +885,321 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$56.8M +$4.96M +74,270 +10%
Morgan Stanley
23
Morgan Stanley
New York
$55.9M -$1.6M -24,036 -3%
Northern Trust
24
Northern Trust
Illinois
$54.1M -$5.04M -75,482 -9%
Capital World Investors
25
Capital World Investors
California
$49.4M