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1,347 hedge funds and large institutions have $82.9B invested in Moody's in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 508 increasing their positions, 457 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 96

11% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 457

7% more capital invested

Capital invested by funds: $77.5B → $82.9B (+$5.38B)

4% more funds holding in top 10

Funds holding in top 10: 5254 (+2)

3% more funds holding

Funds holding: 1,3131,347 (+34)

3% more call options, than puts

Call options by funds: $194M | Put options by funds: $189M

0.7% less ownership

Funds ownership: 92.57%91.87% (-0.7%)

Holders
1,347
Holders Change
+34
Holders Change %
+2.59%
% of All Funds
17.73%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
0.71%
New
148
Increased
508
Reduced
457
Closed
96
Calls
$194M
Puts
$189M
Net Calls
+$5.01M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$16.6M +$2.17M +4,691 +17%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$16.5M +$2.49M +5,379 +20%
RBCM
253
Raub Brock Capital Management
California
$16.3M -$714K -1,541 -5%
OA
254
Oxbow Advisors
Texas
$16.2M +$233K +502 +2%
DnB Asset Management
255
DnB Asset Management
Norway
$16.2M +$876K +1,891 +6%
VanEck Associates
256
VanEck Associates
New York
$16.1M -$935K -2,018 -6%
QCM
257
Quantinno Capital Management
New York
$16.1M +$4.23M +9,128 +40%
VMPIC
258
Varma Mutual Pension Insurance Co
Finland
$16M -$139K -300 -0.9%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M -$4.43M -9,564 -23%
HTI
260
Hikari Tsushin Inc
Japan
$15.9M
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$15.8M -$3.45M -7,454 -19%
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$15.4M +$7.73M +16,689 +118%
II
263
IFM Investors
Australia
$15.4M +$749K +1,617 +6%
TAM
264
Troy Asset Management
United Kingdom
$15.2M
LIP
265
Liontrust Investment Partners
United Kingdom
$15.1M -$387K -836 -3%
ISL
266
Ingalls & Snyder LLC
New York
$15M -$241K -520 -2%
PP
267
Prudential plc
United Kingdom
$14.2M -$547K -1,181 -4%
MGWM
268
Marks Group Wealth Management
Minnesota
$14.2M +$20.4K +44 +0.2%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$14M -$2.42M -5,233 -16%
CA
270
Cornerstone Advisors
North Carolina
$13.9M +$8.2M +17,700 +175%
Creative Planning
271
Creative Planning
Kansas
$13.9M -$236K -510 -2%
SWC
272
Square Wave Capital
New York
$13.9M +$1.63M +3,515 +15%
1CP
273
11 Capital Partners
Connecticut
$13.8M -$3.44M -7,430 -21%
PGDP
274
Pragma Gestao de Patrimonio
Brazil
$13.8M +$139K +300 +1%
SC
275
Scotia Capital
Ontario, Canada
$13.7M +$1.38M +2,979 +12%

MCO Hedge Fund Activity: Q2 2025 in Review

1,347 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2025, worth a combined $82.9B — up 6.9% from $77.5B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new MCO positions and 96 closed out — a net gain of 52 holders — while 508 added to existing stakes and 457 trimmed.

The largest buyer was Stifel Financial, adding an estimated $321M. The largest seller was BlackRock, cutting an estimated $201M.

  • 1,347 institutional investors held Moody's (MCO) as of Q2 2025, up from 1,313 in Q1 2025.
  • Funds reported $82.9B of Moody's stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 148 funds opened new Moody's positions in Q2 2025 and 96 closed out, a net change of +52 holders.
  • The largest Moody's buyer in Q2 2025 was Stifel Financial, an estimated $321M added.
  • The largest Moody's seller in Q2 2025 was BlackRock, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2025.