Moelis & Co (MC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Moelis & Co (MC) following the 2026 Q1 hedge fund 13F filings?

As of today, MC has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.0% for the XLF sector ETF — an outperformance of -90.6%. Since the quarter end (March 31, 2026), MC gained +17.9% vs +126.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Moelis & Co (MC)

396 + Investors. Track Smart Money conviction in MC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MC

Based on 398 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added MC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

398 hedge funds hold MC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

225 buying187 selling

Last quarter: 225 funds bought or added vs 187 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~63 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 58 → 61 → 61 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new

235 out of 398 hedge funds have held MC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +2%, value -17%

Value

-17%

+2%

Last quarter: funds added +2% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~63 new funds/quarter

80 → 58 → 61 → 61 → 63 new funds/Q

New funds entering each quarter: 58 → 61 → 61 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 24% new

Entry-cohort mix of 401 holders: 254 (63%) are 2+ year veterans, 50 entered 1–2 years ago, and 97 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

53 of 396 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	396	393	0.76%
13F Shares	79M	77M	2.19%
Total Value	$4.36B	$5.26B	-17.07%
New Positions	61	61	-
Increased Positions	161	146	+15
Closed Positions	58	55	+3
Reduced Positions	129	144	-15
Total Calls	3	3	-
Total Puts	1	1	-
PUT/CALL Ratio	0.33	0.33	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

396

393

0.76%

13F Shares

79M

77M

2.19%

Total Value

$4.36B

$5.26B

-17.07%

New Positions

Increased Positions

161

146

+15

Closed Positions

Reduced Positions

129

144

-15

Total Calls

Total Puts

PUT/CALL Ratio

0.33

Bullish

Institutional Holders (2026 Q1)

396 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Capital Management Corp /Va	3.46%	355,238	$20.2M
2	Timucuan Asset Management Inc/Fl	3.18%	1,514,701	$86.3M
3	Heard Capital LLC	2.89%	979,810	$55.8M
4	Tributary Capital Management, LLC	2.63%	476,195	$27.1M
5	PARK CIRCLE Co	2.63%	49,876	$2.8M
6	Kettle Hill Capital Management, LLC	2.22%	155,446	$8.9M
7	Channing Capital Management, LLC	1.91%	1,308,095	$74.6M
8	Palisades Investment Partners, LLC	1.73%	77,627	$4.4M
9	Wasatch Advisors LP	1.42%	3,742,624	$213.3M
10	Pier Capital, LLC	1.31%	138,822	$7.9M
11	Madison Asset Management, LLC	1.25%	1,773,735	$101.1M
12	Roubaix Capital, LLC	1.09%	40,967	$2.3M
13	Salvus Wealth Management, LLC	1.03%	30,948	$1.8M
14	London Co of Virginia	1.02%	2,903,947	$165.5M
15	Emerald Advisers, LLC	0.99%	548,077	$31.2M
16	Kayne Anderson Rudnick Investment Management LLC	0.97%	5,777,773	$329.3M
17	Emerald Mutual Fund Advisers Trust	0.95%	342,465	$19.5M
18	Blue Zone Wealth Advisors, LLC	0.93%	80,528	$4.6M
19	Freemont Management S.A.	0.55%	63,400	$3.6M
20	Cramer Rosenthal Mcglynn LLC	0.54%	128,595	$7.3M
21	Odyssean, LLC	0.54%	25,718	$1.5M
22	Cinctive Capital Management LP	0.36%	97,015	$5.5M
23	Prana Capital Management, LP	0.31%	181,247	$10.3M
24	Bayforest Capital Ltd	0.31%	4,872	$278K
25	WINTON GROUP Ltd	0.24%	121,037	$6.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Moelis & Co (MC)

What does the Smart Money Trend signal show for MC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MC?

Slight buying edge — 55% buying: Last quarter: 225 funds bought or added vs 187 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MC holders?

Strong quality — 35% AUM from major funds: 53 of 396 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MC?

59% of holders stayed for 2+ years: 235 out of 398 hedge funds have held MC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Moelis & Co (MC) following the 2026 Q1 hedge fund 13F filings?

As of today, MC has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.0% for the XLF sector ETF — an outperformance of -90.6%. Since the quarter end (March 31, 2026), MC has gained +17.9% vs +126.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Moelis & Co (MC)

Smart Money Signals — MC

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~63 new funds per quarter

59% of holders stayed for 2+ years

Buying through price weakness — shares +2%, value -17%

Steady discovery — ~63 new funds/quarter

Veteran-anchored — 63% veterans vs 24% newcomers

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — MC

Hedge Fund Ownership: MC

Market Analysis: MC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MC

Is It Too Late to Buy Moelis & Co (MC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MC

Statistics: MC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Moelis & Co (MC)

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