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Moelis & Co hedge fund holdings

MCNYSE
$56.32-0.63 (-1.11%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

MC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-18.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025157128$458M$287M348Aug 14, 2025
Q3 202515090$442M$393M371Nov 14, 2025
Q4 2025132117$268M$403M379Feb 14, 2026
Q1 2026168132$549M$342M381May 15, 2026
Q2 2026135132$411M$399M373Aug 14, 2026

Quarterly action breakdown

Q2 2026
373 filers
New position
42
$93M+1.42M sh
Increased
93
$318M+4.86M sh
Reduced
90
-$278M-4.25M sh
Out / sold
42
-$121M-1.86M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Capital World InvestorsSell 100%-$41M$00.00%Aug 12, 2026
Wasatch Advisors LPReduce 13.25%-$32.5M$212M1.39%Jul 10, 2026
Junto Capital Management LPNew Buy+$31.5M$31.5M0.55%Aug 14, 2026
Freestone Grove Partners LPNew Buy+$27.1M$27.1M0.17%Aug 14, 2026
Natixis Advisors, LLCAdded 27.27%+$24.1M$113M0.13%Aug 14, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 6.31%-$23.9M$354M1.10%Aug 13, 2026
Bessemer Group IncAdded 36190.62%+$16.1M$16.2M0.02%Aug 12, 2026
Penn Capital Management Company, LLCNew Buy+$13.8M$13.8M0.87%Jul 30, 2026
Jennison Associates LLCReduce 18.79%-$9.74M$42.1M0.03%Aug 3, 2026
First Eagle Investment Management, LLCAdded 192.94%+$9.48M$14.4M0.01%Aug 24, 2026
Longaeva Partners L.P.New Buy+$9.05M$9.05M0.20%Aug 14, 2026
Kettle Hill Capital Management, LLCSell 100%-$8.86M$00.00%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$8.6M$00.00%Aug 14, 2026
Bamco IncReduce 73.62%-$7.86M$2.82M0.00%Aug 14, 2026
London Co of VirginiaReduce 3.88%-$7.38M$183M1.04%Aug 14, 2026
Artisan Partners Limited PartnershipSell 100%-$7.32M$00.00%Aug 13, 2026
First Trust Advisors LPAdded 127.64%+$7.03M$12.5M0.01%Aug 11, 2026
Madison Asset Management, LLCReduce 6.01%-$6.97M$109M1.30%Aug 10, 2026
Cinctive Capital Management LPSell 100%-$5.53M$00.00%Aug 14, 2026
Diversify Wealth Management, LLCReduce 84.80%-$5.47M$980K0.02%Jul 30, 2026
Axiom Investors LLCReduce 48.86%-$4.8M$5.02M0.04%Aug 12, 2026
Cramer Rosenthal Mcglynn LLCAdded 56.56%+$4.76M$13.2M0.67%Aug 13, 2026
Blue Zone Wealth Advisors, LLCSell 100%-$4.59M$00.00%Jul 14, 2026
Freemont Management S.A.Sell 100%-$3.61M$00.00%Aug 11, 2026
Elo Mutual Pension Insurance CoSell 100%-$2.99M$00.00%Aug 13, 2026
New Age Alpha Advisors, LLCReduce 76.45%-$2.93M$903K0.04%Aug 13, 2026
Lord, Abbett & Co. LLCAdded 15.03%+$2.74M$21M0.06%Aug 14, 2026
Ensign Peak Advisors, IncAdded 164.70%+$2.54M$4.08M0.01%Aug 14, 2026
Prana Capital Management, LPAdded 20.98%+$2.49M$14.3M0.44%Aug 14, 2026
Roubaix Capital, LLCSell 100%-$2.34M$00.00%Aug 10, 2026
Pier Capital, LLCReduce 24.59%-$2.23M$6.85M0.91%Aug 5, 2026
Zacks Investment ManagementSell 100%-$2.09M$00.00%Aug 13, 2026
Public Sector Pension Investment BoardReduce 10.57%-$1.98M$16.7M0.04%Aug 13, 2026
Channing Capital Management, LLCAdded 2.30%+$1.97M$87.5M2.02%Jul 29, 2026
Inspire Investing, LLCSell 100%-$1.74M$00.00%Aug 12, 2026
Jefferies Financial Group Inc.Reduce 75.85%-$1.51M$479K0.00%Aug 17, 2026
Basswood Capital Management, L.L.C.Reduce 37.28%-$1.49M$2.5M0.10%Aug 14, 2026
Nomura Asset Management International Inc.Added 1.82%+$1.42M$79.5M0.12%Aug 14, 2026
Vestmark Advisory Solutions, Inc.Added 48.80%+$1.25M$3.8M0.04%Aug 14, 2026
Odyssean, LLCAdded 70.74%+$1.19M$2.87M0.47%Aug 14, 2026
IMC-Chicago, LLCNew Buy+$1.16M$1.16M0.00%Aug 6, 2026
Cresset Asset Management, LLCAdded 51.17%+$1.1M$3.26M0.01%Aug 14, 2026
Tributary Capital Management, LLCReduce 3.47%-$1.08M$30.1M2.47%Jul 23, 2026
Emerald Advisers, LLCReduce 2.95%-$1.06M$34.8M0.82%Aug 5, 2026
Diversify Advisory Services, LLCNew Buy+$980K$980K0.02%Aug 10, 2026
Alps Advisors IncAdded 17.37%+$917K$6.2M0.03%Jul 29, 2026
Vestcor IncAdded 699.90%+$887K$1.01M0.03%Aug 11, 2026
Marshall Financial Group, LLCNew Buy+$807K$807K0.12%Jul 20, 2026
State of Alaska, Department of RevenueReduce 24.59%-$795K$2.44M0.02%Jul 20, 2026
Allstate CorpNew Buy+$791K$791K0.01%Aug 13, 2026
Whittier Trust CoNew Buy+$782K$782K0.01%Jul 28, 2026
Capital Management CorpAdded 3.33%+$774K$24M3.60%Jul 29, 2026
Timucuan Asset Management IncReduce 0.75%-$744K$98.3M3.62%Aug 13, 2026
Kingsview Wealth Management, LLCNew Buy+$718K$718K0.01%Aug 19, 2026
Waterloo Capital, L.P.New Buy+$674K$674K0.04%Jul 29, 2026
&PartnersAdded 17.79%+$669K$4.43M0.02%Aug 14, 2026
Susquehanna Fundamental Investments, LLCReduce 33.48%-$626K$1.24M0.02%Aug 14, 2026
Fisher Asset Management, LLCAdded 0.90%+$606K$67.9M0.02%Aug 4, 2026
Regions Financial CorpReduce 9.81%-$588K$5.4M0.03%Aug 10, 2026
Limestone Investment Advisors LPSell 100%-$535K$00.00%Aug 14, 2026
Inceptionr LLCSell 100%-$476K$00.00%Aug 11, 2026
Palisades Investment Partners, LLCAdded 8.85%+$450K$5.53M1.57%Aug 4, 2026
Quantinno Capital Management LPAdded 7.80%+$447K$6.17M0.01%Aug 13, 2026
Healthcare of Ontario Pension Plan Trust FundSell 100%-$427K$00.00%Aug 13, 2026
Verdence Capital Advisors LLCAdded 16.02%+$396K$2.87M0.15%Jul 29, 2026
EFG International AGAdded 9.04%+$346K$4.18M0.08%Aug 14, 2026
Tidal Investments LLCReduce 13.94%-$334K$2.06M0.00%Aug 13, 2026
Vinva Investment Management LtdSell 100%-$333K$00.00%Aug 14, 2026
Blueshift Asset Management, LLCNew Buy+$330K$330K0.08%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 13.55%-$318K$2.03M0.01%Aug 4, 2026
TritonPoint Partners, LLCNew Buy+$292K$292K0.02%Aug 13, 2026
Fifth Third Wealth Advisors LLCNew Buy+$290K$290K0.01%Jul 17, 2026
Bayforest Capital LtdSell 100%-$278K$00.00%Aug 5, 2026
Empowered Funds, LLCAdded 3.84%+$242K$6.55M0.03%Aug 17, 2026
Oasis Advisors, LLCSell 100%-$230K$00.00%Jul 30, 2026
Canada Pension Plan Investment BoardAdded 1.23%+$229K$18.9M0.01%Aug 14, 2026
GW Henssler & Associates LtdNew Buy+$226K$226K0.01%Jul 28, 2026
Envestnet Portfolio Solutions, Inc.New Buy+$220K$220K0.00%Jul 20, 2026
Sage Rhino Capital LLCNew Buy+$217K$217K0.04%Aug 3, 2026
Geneos Wealth Management Inc.Reduce 29.12%-$213K$517K0.01%Aug 6, 2026
AlphaGrep UK LtdSell 100%-$212K$00.00%Aug 14, 2026
Norden Group LLCNew Buy+$211K$211K0.02%Jul 29, 2026
Moors & Cabot, Inc.New Buy+$210K$210K0.01%Aug 10, 2026
Evoke Wealth, LLCSell 100%-$209K$00.00%Aug 10, 2026
Heritage Family Offices, LLPSell 100%-$207K$00.00%Jul 29, 2026
Trust Point Inc.Reduce 35.04%-$195K$361K0.03%Jul 8, 2026
First National Advisers, LLCReduce 29.22%-$194K$470K0.07%Jul 21, 2026
Hilton Capital Management, LLCAdded 4.69%+$171K$3.81M0.26%Aug 4, 2026
Atria Investments, IncReduce 8.98%-$131K$1.33M0.01%Jul 28, 2026
Impact Capital Partners LLCReduce 15.97%-$123K$646K0.18%Jul 14, 2026
Harbor Capital Advisors, Inc.Reduce 6.87%-$113K$1.53M0.10%Aug 7, 2026
CANADA LIFE ASSURANCE CoReduce 1.87%-$101K$5.31M0.01%Aug 13, 2026
Illinois Municipal Retirement FundReduce 3.52%-$93.7K$2.57M0.03%Aug 12, 2026
Benjamin Edwards IncReduce 26.83%-$91.9K$251K0.00%Jul 24, 2026
Salvus Wealth Management, LLCReduce 4.07%-$82.4K$1.94M1.09%Jul 10, 2026
Curated Wealth Partners LLCReduce 9.95%-$79.6K$720K0.08%Aug 14, 2026
Aviva PLCReduce 14.32%-$72.1K$431K0.00%Aug 13, 2026
Indivisible PartnersAdded 9.67%+$62.4K$708K0.04%Aug 4, 2026
Keybank National AssociationAdded 16.72%+$60.4K$422K0.00%Jul 28, 2026
Campbell Newman Asset Management IncAdded 4.82%+$53.1K$1.16M0.09%Jul 21, 2026

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