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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 %
GAM
301
Gotham Asset Management
New York
$11.5M -$6.45M -12,851 -36%
BAMF
302
BI Asset Management Fondsmaeglerselskab
Denmark
$11.4M -$5.05M -10,059 -31%
EW
303
Evoke Wealth
California
$11.1M -$302K -602 -3%
OAM
304
Oppenheimer Asset Management
New York
$11.1M -$27.6K -55 -0.2%
MML Investors Services
305
MML Investors Services
Massachusetts
$11.1M +$10K +20 +0.1%
BFM
306
Boothbay Fund Management
New York
$10.7M +$10.7M +21,302 New
Fidelity International
307
Fidelity International
Bermuda
$10.7M -$750K -1,496 -7%
Public Employees Retirement Association of Colorado
308
Public Employees Retirement Association of Colorado
Colorado
$10.6M -$328K -654 -3%
NAM
309
Nissay Asset Management
Japan
$10.3M -$98.3K -196 -0.9%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$10.3M +$3.15M +6,283 +44%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$10.2M +$787K +1,570 +8%
CWM
312
Calamos Wealth Management
Illinois
$10.2M +$41.1K +82 +0.4%
AIP
313
Alapocas Investment Partners
Massachusetts
$10.2M -$659K -1,313 -6%
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$10.1M -$16.5M -32,972 -62%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$10.1M +$176K +351 +2%
DSAM
316
Dock Street Asset Management
Florida
$10M -$550K -1,097 -5%
CWM
317
CIBC World Markets
New York
$9.92M +$360K +718 +4%
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$9.75M +$6.34M +12,640 +186%
TF
319
Threadgill Financial
Texas
$9.75M +$4.64M +9,242 +91%
MADR
320
Milestones Administradora de Recursos
Brazil
$9.56M +$6.52M +13,000 +215%
EMPI
321
Elo Mutual Pension Insurance
Finland
$9.46M -$454K -906 -5%
LFM
322
LGT Fund Management
Liechtenstein
$9.44M – – –
NO
323
Ninety One
South Africa
$9.39M +$77.4K +156 +0.8%
YCM
324
Yousif Capital Management
Michigan
$9.31M -$62.7K -125 -0.7%
Two Sigma Advisers
325
Two Sigma Advisers
New York
$9.18M -$64.3M -128,200 -88%
11 12
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