Moelis & Co
394 hedge funds and large institutions have $5.25B invested in Moelis & Co in 2026 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 54 closing their positions.
176% more call options, than puts
Call options by funds: $19.1M | Put options by funds: $6.93M
24% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 131
15% more capital invested
Capital invested by funds: $4.56B → $5.25B (+$686M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 54
1.11% less ownership
Funds ownership: 109.08% → 107.97% (-1.1%)
2% less funds holding
Funds holding: 401 → 394 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$43M |
| 2 |
JCM
Junto Capital Management
New York
|
+$31.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$27.5M |
| 4 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$27.2M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$41M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$32.5M |
| 3 |
Goldman Sachs
New York
|
-$32M |
| 4 |
JP Morgan Chase
New York
|
-$25.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$23.9M |
MC Hedge Fund Activity: Q2 2026 in Review
394 institutional investors reported a position in Moelis & Co (MC) for Q2 2026, worth a combined $5.25B — up 15% from $4.56B a quarter earlier.
Fund positioning in MC was balanced in Q2 2026: 54 funds opened new positions, 54 closed out, 162 added to existing stakes and 131 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $43M. The largest seller was Capital World Investors, exiting entirely with an estimated $41M sold.
- 394 institutional investors held Moelis & Co (MC) as of Q2 2026, down from 401 in Q1 2026.
- Funds reported $5.25B of Moelis & Co stock for Q2 2026, up 15% quarter-over-quarter.
- 54 funds opened new Moelis & Co positions in Q2 2026 and 54 closed out, a net change of 0 holders.
- The largest Moelis & Co buyer in Q2 2026 was Citadel Advisors, an estimated $43M added.
- The largest Moelis & Co seller in Q2 2026 was Capital World Investors, an estimated $41M sold.
Based on aggregated 13F filings for Q2 2026.