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Moody's
MCO

Overview Fund Activity

1,327 hedge funds and large institutions have $82B invested in Moody's in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 502 increasing their positions, 450 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+32
Holders Change %
+2.47%
% of All Funds
17.79%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.71%
New
148
Increased
502
Reduced
450
Closed
92
Calls
$194M
Puts
$189M
Net Calls
+$5.01M
Net Calls Change
+$18.6M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$348M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$159M
3
GIM
Generation Investment Management
United Kingdom
+$136M
4
PAM
PineStone Asset Management
Quebec, Canada
+$108M
5
UBS AM
UBS AM
Illinois
+$108M

Top Sellers

1
BlackRock
BlackRock
New York
-$218M
2
UBS Group
UBS Group
Switzerland
-$135M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
4
Brown Advisory
Brown Advisory
Maryland
-$116M
5
Jennison Associates
Jennison Associates
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Marsico Capital Management
Colorado
$19.4M +$10.1M +20,203 +110%
Caisse de Depot et Placement du Quebec (CDPQ)
227
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.3M -$20.6M -41,163 -52%
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19M +$1.28M +2,543 +7%
SO
229
STRS Ohio
Ohio
$19M -$8.35M -16,648 -31%
D.E. Shaw & Co
230
D.E. Shaw & Co
New York
$19M +$8.22M +16,394 +76%
CNB
231
Czech National Bank
Czech Republic
$19M +$1.13M +2,262 +6%
EAM
232
Erste Asset Management
Austria
$18.9M +$18M +36,845 +2,070%
GIA
233
GHP Investment Advisors
Colorado
$18.7M +$251K +500 +1%
SAM
234
Shell Asset Management
Netherlands
$18.7M +$2.57M +5,115 +16%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5M +$1.46M +2,908 +9%
CWM
236
Congress Wealth Management
Massachusetts
$18.4M +$229K +457 +1%
AB
237
Amalgamated Bank
New York
$18.1M +$333K +663 +2%
BAMCO Inc
238
BAMCO Inc
New York
$18.1M – – –
NAM
239
NorthCrest Asset Manangement
Minnesota
$18.1M -$610K -1,208 -3%
BCP
240
Bluegrass Capital Partners
Florida
$18.1M +$3.51M +7,000 +24%
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.5M -$131K -264 -0.7%
ProShare Advisors
242
ProShare Advisors
Maryland
$17.2M -$1.01M -2,011 -6%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$17.2M -$310K -618 -2%
PIM
244
Progressive Investment Management
Oregon
$17.1M -$185K -368 -1%
Retirement Systems of Alabama
245
Retirement Systems of Alabama
Alabama
$16.7M -$33.1K -66 -0.2%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$16.6M +$2.35M +4,691 +17%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$16.5M +$2.7M +5,379 +20%
RBCM
248
Raub Brock Capital Management
California
$16.3M -$773K -1,541 -5%
OA
249
Oxbow Advisors
Texas
$16.2M +$252K +502 +2%
DnB Asset Management
250
DnB Asset Management
Norway
$16.2M +$949K +1,891 +6%
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