Moelis & Co: which funds bought and sold
Institutions that bought and sold Moelis & shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 211 institutions that filed 13F reports for both quarters added to or opened positions in Moelis &, and 181 cut or closed them. Together they sold a net 60K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 598K shares (−3.2%); index fund managers were net buyers of 767K shares (+2.9%). 48 opened a new position and 52 sold out entirely.
Bought, Q2 2026 211 institutions, 48 of them new holders Sold, Q2 2026 181 institutions, 52 of them sold out
Net change, all compared −60K shares (−0.1%)
Net change, active managers −598K shares (−3.2%), 23 bought, 29 sold
Buyers versus sellers
211 bought 46 181 sold
Active managers and hedge funds 23 bought · 29 sold · −598K
Index fund managers 8 bought · 3 sold · +767K
Other institutions 180 bought · 149 sold · −229K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +656K +1042.1% | 718K | $47M |
| Junto Capital Management LP Hedge fund | +482K New position | 482K | $31.5M |
| Jones Financial Companies LLLP | +419K +32.5% | 1.7M | $110M |
| Freestone Grove Partners LP Hedge fund | +415K New position | 415K | $27.1M |
| Natixis Advisors, LLC | +369K +27.3% | 1.7M | $113M |
| Blackrock, Inc. Index funds | +256K +2.9% | 9.1M | $593M |
| Charles Schwab Investment Management Inc Index funds | +252K +9.3% | 3.0M | $193M |
| Bessemer Group Inc | +247K +36190.6% | 248K | $16.2M |
| Woodline Partners LP Hedge fund | +241K +168.9% | 383K | $25.1M |
| Penn Capital Management Company, LLC Active manager | +210K New position | 210K | $13.8M |
| Ameriprise Financial Inc | +198K +9.2% | 2.3M | $153M |
| Geode Capital Management, LLC Index funds | +190K +8.8% | 2.4M | $154M |
| New York State Common Retirement Fund | +154K +41.5% | 524K | $34.3M |
| First Eagle Investment Management, LLC Active manager | +145K +192.9% | 220K | $14.4M |
| Balyasny Asset Management L.P. Hedge fund | +142K New position | 142K | $9.3M |
| Longaeva Partners L.P. | +138K New position | 138K | $9M |
| State Street Corp Index funds | +124K +4.2% | 3.0M | $199M |
| Renaissance Technologies LLC Hedge fund | +123K +56.1% | 343K | $22.4M |
| First Trust Advisors LP | +107K +127.6% | 192K | $12.5M |
| Schonfeld Strategic Advisors LLC Hedge fund | +95K +233.4% | 136K | $8.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +656K +1042.1% | 718K | $47M |
| Junto Capital Management LP Hedge fund | +482K New position | 482K | $31.5M |
| Freestone Grove Partners LP Hedge fund | +415K New position | 415K | $27.1M |
| Woodline Partners LP Hedge fund | +241K +168.9% | 383K | $25.1M |
| Penn Capital Management Company, LLC Active manager | +210K New position | 210K | $13.8M |
| First Eagle Investment Management, LLC Active manager | +145K +192.9% | 220K | $14.4M |
| Balyasny Asset Management L.P. Hedge fund | +142K New position | 142K | $9.3M |
| Renaissance Technologies LLC Hedge fund | +123K +56.1% | 343K | $22.4M |
| Schonfeld Strategic Advisors LLC Hedge fund | +95K +233.4% | 136K | $8.9M |
| Royce & Associates LP Active manager | +95K +28.6% | 425K | $27.8M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | −719K Sold out | 0 | — |
| Wasatch Advisors LP Active manager | −496K −13.3% | 3.2M | $212M |
| Goldman Sachs Group Inc | −488K −27.8% | 1.3M | $82.9M |
| Jpmorgan Chase & Co | −386K −32.8% | 792K | $50M |
| Kayne Anderson Rudnick Investment Management LLC Active manager | −365K −6.3% | 5.4M | $354M |
| Voya Investment Management LLC | −323K −87.8% | 45K | $2.9M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −274K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −221K −88.9% | 28K | $1.8M |
| Kettle Hill Capital Management, LLC | −155K Sold out | 0 | — |
| Susquehanna Portfolio Strategies, LLC | −151K Sold out | 0 | — |
| Jennison Associates LLC Active manager | −149K −18.8% | 644K | $42.1M |
| Vanguard Portfolio Management LLC Index funds | −141K −3.1% | 4.5M | $294M |
| Price T Rowe Associates Inc Active manager | −138K −58.0% | 100K | $6.5M |
| Artisan Partners Limited Partnership Active manager | −128K Sold out | 0 | — |
| BAMCO Inc Active manager | −120K −73.6% | 43K | $2.8M |
| Tudor Investment Corp Et Al Hedge fund | −117K Sold out | 0 | — |
| Royal Bank Of Canada | −116K −17.9% | 534K | $34.9M |
| London Co Of Virginia Active manager | −113K −3.9% | 2.8M | $183M |
| Winton Group Ltd Hedge fund | −109K −89.7% | 12K | $812,647 |
| Madison Asset Management, LLC | −107K −6.0% | 1.7M | $109M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | −719K Sold out | 0 | — |
| Wasatch Advisors LP Active manager | −496K −13.3% | 3.2M | $212M |
| Kayne Anderson Rudnick Investment Management LLC Active manager | −365K −6.3% | 5.4M | $354M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −274K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −221K −88.9% | 28K | $1.8M |
| Jennison Associates LLC Active manager | −149K −18.8% | 644K | $42.1M |
| Price T Rowe Associates Inc Active manager | −138K −58.0% | 100K | $6.5M |
| Artisan Partners Limited Partnership Active manager | −128K Sold out | 0 | — |
| BAMCO Inc Active manager | −120K −73.6% | 43K | $2.8M |
| Tudor Investment Corp Et Al Hedge fund | −117K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Junto Capital Management LPHedge fund | 482K | $31.5M |
| Freestone Grove Partners LPHedge fund | 415K | $27.1M |
| Penn Capital Management Company, LLCActive manager | 210K | $13.8M |
| Balyasny Asset Management L.P.Hedge fund | 142K | $9.3M |
| Longaeva Partners L.P. | 138K | $9M |
| Aquatic Capital Management LLC | 43K | $2.8M |
| Walleye Capital LLCHedge fund | 43K | $2.8M |
| Twinbeech Capital LP | 22K | $1.5M |
| Imc-Chicago, LLC | 18K | $1.2M |
| Novem Group | 16K | $1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Capital World InvestorsActive manager | 719K | $41M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 274K | $15.6M |
| Kettle Hill Capital Management, LLC | 155K | $8.9M |
| Susquehanna Portfolio Strategies, LLC | 151K | $8.6M |
| Artisan Partners Limited PartnershipActive manager | 128K | $7.3M |
| Tudor Investment Corp Et AlHedge fund | 117K | $6.7M |
| Cinctive Capital Management LPHedge fund | 97K | $5.5M |
| Blue Zone Wealth Advisors, LLC | 81K | $4.6M |
| Freemont Management S.A. | 63K | $3.6M |
| Elo Mutual Pension Insurance Co | 53K | $3M |
Who holds the shares
- Institutions reporting
- 391
- Ten largest holders
- 48.7% of 13F-reported shares
- Index fund managers
- 33.5% of 13F-reported shares
- Active managers and hedge funds
- 22.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 23 | 29 | 7 | 12 | −598K | −3.2% |
| Index fund managers | 8 | 3 | 0 | 0 | +767K | +2.9% |
| Other institutions | 180 | 149 | 41 | 40 | −229K | −0.7% |