Moelis & Co
401 hedge funds and large institutions have $4.56B invested in Moelis & Co in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 160 increasing their positions, 134 reducing their positions, and 56 closing their positions.
2,400% more call options, than puts
Call options by funds: $7.85M | Put options by funds: $314K
19% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 134
14% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 56
4.61% more ownership
Funds ownership: 104.47% → 109.08% (+4.6%)
1% more funds holding
Funds holding: 399 → 401 (+2)
14% less capital invested
Capital invested by funds: $5.32B → $4.56B (-$756M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$83.7M |
| 2 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
+$77.6M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$69.9M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$37.2M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$60.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.5M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$31.9M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$23.8M |
MC Hedge Fund Activity: Q1 2026 in Review
401 institutional investors reported a position in Moelis & Co (MC) for Q1 2026, worth a combined $4.56B — down 14% from $5.32B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new MC positions and 56 closed out — a net gain of 8 holders — while 160 added to existing stakes and 134 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $83.7M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $60.9M sold.
- 401 institutional investors held Moelis & Co (MC) as of Q1 2026, up from 399 in Q4 2025.
- Funds reported $4.56B of Moelis & Co stock for Q1 2026, down 14% quarter-over-quarter.
- 64 funds opened new Moelis & Co positions in Q1 2026 and 56 closed out, a net change of +8 holders.
- The largest Moelis & Co buyer in Q1 2026 was Jones Financial Companies, an estimated $83.7M added.
- The largest Moelis & Co seller in Q1 2026 was Balyasny Asset Management, an estimated $60.9M sold.
Based on aggregated 13F filings for Q1 2026.