Moelis & Company

MC • NYSE

Moelis & Company is a financial - capital markets company in the financial services sector on NYSE, led by Kate Pilcher Ciafone, with a market cap of $5.2B. As of Q3 2025, 103% of shares are held by 386 institutional investors, with BlackRock, Inc. as the largest holder at 11.89%.

Chief Executive OfficerKate Pilcher Ciafone

Market Cap$5.2B

Financial - Capital Markets

Financial Services

Employees1.2K

Websitemoelis.com

Country

United States of America

Overview

Overview of institutional ownership in MC as of Q3 2025 with a market cap of $5.3B

All Institutions

Institutions: 386
Value Held: $5.4B
Shares Held: 76.1M
Avg Position: $14.1M
Median Position: $764.3K

Hedge Funds

Hedge Funds: 33
Value Held: $180.7M
Shares Held: 2.5M
Avg Position: $5.5M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

99.12%

$5.2B

Hedge Funds

3.42%

$180.7M

Retail & Other

Based on market cap of $5.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$629.1M 0.01% of portfolio	11.89% 8.8M shares	Q2 2015 Held for 10y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$622.8M 0.01% of portfolio	11.77% 8.7M shares	Q2 2014 Held for 11y 5m	$6.69T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$460.5M 1.12% of portfolio	8.71% 6.5M shares	Q4 2017 Held for 7y 11m	$41.0B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$235.7M 1.27% of portfolio	4.45% 3.3M shares	Q2 2019 Held for 6y 5m	$18.6B
LONDON CO OF VIRGINIA Digital Asset Manager	Jasleen Kaur Bains CCO	$232.9M 1.26% of portfolio	4.40% 3.3M shares	Q2 2019 Held for 6y 5m	$18.4B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$223.1M 0.04% of portfolio	4.22% 3.1M shares	Q2 2014 Held for 11y 5m	$620.51B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$205.8M 0.01% of portfolio	3.89% 2.9M shares	Q2 2014 Held for 11y 5m	$2.88T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$162.0M 0.04% of portfolio	3.06% 2.3M shares	Q3 2016 Held for 9y 2m	$433.11B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$148.7M 0.01% of portfolio	2.81% 2.1M shares	Q2 2014 Held for 11y 5m	$1.57T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$127.5M 0.02% of portfolio	2.41% 1.8M shares	Q2 2014 Held for 11y 5m	$691.34B

Net Capital Flow

Institutional buying and selling activity for MC in Q3 2025

Traded: +$140.0M
Buyers: 223
Sellers: 153
Total Bought: +$410.1M
Total Sold: −$270.1M
Avg Position: $12.8M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$49.5M +694.3K shares	$53.6M 751.5K shares
Bank of New York Mellon Corp Institution	+$41.7M +584.7K shares	$88.2M 1.2M shares
WASATCH ADVISORS INC Long Only Manager	+$32.7M +458.6K shares	$235.7M 3.3M shares
Tributary Capital Management, LLC Long Only Manager	+$27.0M +378.6K shares	$56.6M 793.6K shares
UBS Group AG Institution	+$16.2M +227.2K shares	$48.6M 681.7K shares
JENNISON ASSOCIATES LLC Long Only Manager	+$16.2M +226.6K shares	$64.0M 898.1K shares
HENDERSON GROUP PLC Institution	+$15.3M +214.7K shares	$17.5M 245.4K shares
HighTower Advisors, LLC RIA/Wealth	+$14.0M +196.0K shares	$89.6M 1.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$10.1M +142.1K shares	$55.1M 772.4K shares
F Fisher Asset Management, LLC Institution	+$10.1M +141.2K shares	$35.1M 491.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Azora Capital LP Hedge Fund•Long/Short	−$37.6M −526.9K shares	$15.9M 223.5K shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	−$22.2M −310.9K shares	$460.5M 6.5M shares
Q Qube Research & Technologies Ltd Institution	−$17.7M −248.3K shares	$2.4M 33.0K shares
Invesco Ltd. ETF Provider	−$17.3M −243.2K shares	$14.9M 209.4K shares
LORD, ABBETT & CO. LLC Long Only Manager	−$14.9M −209.5K shares	$49.5M 694.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$14.5M −202.7K shares	$26.3M 369.4K shares
Heard Capital LLC Hedge Fund•Long/Short	−$11.7M −163.7K shares	$54.0M 756.5K shares
LONDON CO OF VIRGINIA Digital Asset Manager	−$10.8M −151.1K shares	$232.9M 3.3M shares
GOLDMAN SACHS GROUP INC Institution	−$9.0M −126.2K shares	$127.5M 1.8M shares
AMERIPRISE FINANCIAL INC Institution	−$8.9M −124.3K shares	$162.0M 2.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MC in Q3 2025

New Positions: 33
New Value: $24.6M
Exited Positions: 36
Exited Value: $37.4M

New Positions

Institution	Position Value
E Eisler Capital Management Ltd. Institution	$7.8M 110.1K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$5.6M 78.0K shares
Morningstar Investment Management LLC Long Only Manager	$2.0M 28.4K shares
S SANDLER CAPITAL MANAGEMENT Hedge Fund•Long/Short	$2.0M 28.1K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	$1.5M 21.1K shares
ISAM Funds Ltd Hedge Fund•Quant	$1.1M 15.3K shares
J2 Capital Management Inc RIA/Wealth	$965.4K 13.5K shares
C CAXTON ASSOCIATES LLP Institution	$533.5K 7.5K shares
F Financiere des Professionnels - Fonds d,investissement inc. Institution	$470.9K 6.6K shares
M MQS Management LLC Hedge Fund•Global Macro	$371.7K 5.2K shares

Exited Positions

Institution	Previous Position
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$7.9M 126.2K shares
Lighthouse Investment Partners, LLC Fund of Funds	$4.4M 70.1K shares
Marshall Wace LLP Institution	$4.2M 67.0K shares
Point72 Ltd RIA/Wealth	$4.0M 63.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$3.9M 62.7K shares
Cinctive Capital Management LP Hedge Fund•Multi-Strategy	$2.2M 35.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.9M 30.0K shares
IEQ CAPITAL, LLC RIA/Wealth	$1.5M 23.3K shares
Holocene Advisors, LP Hedge Fund•Long/Short	$1.4M 22.6K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$1.2M 19.0K shares

Options Activity

Institutions with the largest Call and Put options positions in MC as of Q3 2025

Call Positions: 4
Call Value: $9.2M
Put Positions: 5
Put Value: $6.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.4M 611.0 contracts
J JANE STREET GROUP, LLC Institution	$2.8M 395.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 219.0 contracts
W WOLVERINE TRADING, LLC Institution	$426.3K 59.0 contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$5.6M 780.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$584.8K 82.0 contracts
W WOLVERINE TRADING, LLC Institution	$397.4K 55.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$235.4K 33.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with MC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P PARK CIRCLE Co Institution	-	3.11% $3.6M	0.07% 50.2K shares	Q3 2016 Held for 9y 2m	$115.2M
T TIMUCUAN ASSET MANAGEMENT INC/FL Institution	-	2.76% $101.4M	1.92% 1.4M shares	Q2 2019 Held for 6y 5m	$3.7B
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	2.68% $56.6M	1.07% 793.6K shares	Q4 2019 Held for 5y 11m	$2.1B
Heard Capital LLC Hedge Fund•Long/Short	William Ellak Heard CEO	2.62% $54.0M	1.02% 756.5K shares	Q4 2019 Held for 5y 11m	$2.1B
CAPITAL MANAGEMENT CORP /VA RIA/Wealth	Pamela Catherine Simms President	2.56% $16.3M	0.31% 228.3K shares	Q1 2020 Held for 5y 8m	$636.3M
WINSLOW ASSET MANAGEMENT INC Long Only Manager	Timothy Seth Goldberg CEO	2.26% $12.0M	0.23% 168.7K shares	Q2 2017 Held for 8y 5m	$532.7M
Palisades Investment Partners, LLC RIA/Wealth	Quinn R. Stills Managing Partner	2.14% $5.4M	0.10% 76.3K shares	Q2 2024 Held for 1y 5m	$254.6M
Pier Capital, LLC Long Only Manager	Jan Eric Parsons Chairman	1.59% $10.2M	0.19% 142.6K shares	Q3 2024 Held for 1y 2m	$639.8M
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	1.27% $235.7M	4.45% 3.3M shares	Q2 2019 Held for 6y 5m	$18.6B
LONDON CO OF VIRGINIA Digital Asset Manager	Jasleen Kaur Bains CCO	1.26% $232.9M	4.40% 3.3M shares	Q2 2019 Held for 6y 5m	$18.4B

Hedge Fund Spotlight

Discover hedge funds investing in MC

ARP AMERICAS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerLudger (Nmn) Hentschel

Portfolio Value: $544.4M
Positions: 607
Last Reported: Q3 2025

Sector Allocation

Position in Moelis & Company

Market Value: $734.6K
Shares Held: 10.3K
Portfolio Weight: 0.13%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Merus N.V. MRUS	Biotechnology Healthcare	$18.7M	3.44%
2 Potbelly Corporation PBPB	Restaurants Consumer Cyclical	$18.0M	3.31%
3 Steelcase SCS	Business Equipment & Supplies Industrials	$15.5M	2.84%