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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
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$346K +748 +3%
Mirae Asset Global ETFs Holdings
302
Mirae Asset Global ETFs Holdings
Hong Kong
$11.7M +$294K +634 +3%
Vontobel Holding
303
Vontobel Holding
Switzerland
$11.7M -$707K -1,526 -6%
NYLIM
304
New York Life Investment Management
New York
$11.6M +$117K +252 +1%
TMAM
305
Tokio Marine Asset Management
Japan
$11.6M +$2.79M +6,013 +35%
GAM
306
Gotham Asset Management
New York
$11.5M -$5.95M -12,851 -36%
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$11.4M -$4.66M -10,059 -31%
EW
308
Evoke Wealth
California
$11.1M -$279K -602 -3%
OAM
309
Oppenheimer Asset Management
New York
$11.1M -$25.5K -55 -0.2%
MML Investors Services
310
MML Investors Services
Massachusetts
$11.1M +$9.26K +20 +0.1%
BFM
311
Boothbay Fund Management
New York
$10.7M +$9.87M +21,302 New
Fidelity International
312
Fidelity International
Bermuda
$10.7M -$693K -1,496 -7%
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$10.6M -$303K -654 -3%
NAM
314
Nissay Asset Management
Japan
$10.3M -$90.8K -196 -0.9%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$10.3M +$2.91M +6,283 +44%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$10.2M +$727K +1,570 +8%
CWM
317
Calamos Wealth Management
Illinois
$10.2M +$38K +82 +0.4%
AIP
318
Alapocas Investment Partners
Massachusetts
$10.2M -$608K -1,313 -6%
Kovitz Investment Group Partners
319
Kovitz Investment Group Partners
Illinois
$10.1M -$15.3M -32,972 -62%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$10.1M +$163K +351 +2%
DSAM
321
Dock Street Asset Management
Florida
$10M -$508K -1,097 -5%
CWM
322
CIBC World Markets
New York
$9.92M +$333K +718 +4%
Thrivent Financial for Lutherans
323
Thrivent Financial for Lutherans
Minnesota
$9.75M +$5.85M +12,640 +186%
TF
324
Threadgill Financial
Texas
$9.75M +$4.28M +9,242 +91%
MADR
325
Milestones Administradora de Recursos
Brazil
$9.56M +$6.02M +13,000 +215%

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.