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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 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+31
Holders Change %
+2.39%
% of All Funds
17.8%
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
93
Calls
$194M
Puts
$189M
Net Calls
+$5.01M
Net Calls Change
+$18.6M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$363M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$344M
3
GIM
Generation Investment Management
United Kingdom
$136M
4
PAM
PineStone Asset Management
Quebec, Canada
$1.16B
5
UBS AM
UBS AM
Illinois
$936M

Top Sellers

1
BlackRock
BlackRock
New York
$7.58B
2
UBS Group
UBS Group
Switzerland
$317M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.13B
4
Brown Advisory
Brown Advisory
Maryland
$224M
5
Jennison Associates
Jennison Associates
New York
$675M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
326
Illinois Municipal Retirement Fund
Illinois
$9.15M +$553K +1,102 +6%
LM
327
Lansing Management
New York
$9.1M +$3.78M +7,535 +71%
QCM
328
QRG Capital Management
Illinois
$9.01M +$291K +580 +3%
MOACM
329
Mutual of America Capital Management
New York
$8.9M -$130K -260 -1%
SOADOR
330
State of Alaska Department of Revenue
Alaska
$8.71M -$389K -775 -4%
TBA
331
Tower Bridge Advisors
Pennsylvania
$8.61M -$419K -835 -5%
SGI
332
Summit Global Investments
Utah
$8.47M +$8.47M +16,881 New
LCAM
333
London & Capital Asset Management
United Kingdom
$8.43M -$13.5M -26,945 -62%
SIM
334
Seilern Investment Management
United Kingdom
$8.41M -$633K -1,262 -7%
WP
335
Woodline Partners
California
$8.39M +$1.83M +3,648 +28%
COA
336
Crown Oak Advisors
California
$8.36M +$103K +205 +1%
CCM
337
Carderock Capital Management
Maryland
$8.33M -$1.74M -3,468 -17%
DWA
338
Douglass Winthrop Advisors
New York
$8.31M -$323K -644 -4%
NG
339
NatWest Group
United Kingdom
$8.3M -$2.8M -5,588 -25%
LGF
340
LGT Group Foundation
Liechtenstein
$8.14M -$1.31M -2,609 -14%
KA
341
Kintegral Advisory
New York
$7.9M -$12K -24 -0.2%
SCM
342
Stanley Capital Management
Texas
$7.9M – – –
GI
343
GAMCO Investors
Connecticut
$7.69M +$1.6M +3,183 +26%
AI
344
AdvisorShares Investments
Maryland
$7.58M -$309K -616 -4%
Hudson Bay Capital Management
345
Hudson Bay Capital Management
Connecticut
$7.52M -$166K -330 -2%
ECAM
346
East Coast Asset Management
Massachusetts
$7.49M +$7.02K +14 +0.1%
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$7.45M +$271K +541 +4%
SGA
348
Strategic Global Advisors
California
$7.41M +$458K +914 +7%
BZWA
349
Blue Zone Wealth Advisors
California
$7.32M +$303K +604 +4%
EF
350
Empowered Funds
Pennsylvania
$7.29M -$2.27M -4,535 -24%
12 13
14
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