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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
+$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 %
GL
351
GHE LLC
Tennessee
$7.17M -$1.03M -2,050 -13%
CWM
352
Connecticut Wealth Management
Connecticut
$7.12M -$4.51K -9 -0.1%
MGP
353
Metis Global Partners
California
$6.97M -$572K -1,140 -8%
GIM
354
Glenmede Investment Management
Pennsylvania
$6.93M +$6.93M +13,813 New
KJHP
355
K.J. Harrison & Partners
Ontario, Canada
$6.86M -$1M -2,000 -13%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$6.85M +$777K +1,549 +13%
HWM
357
HB Wealth Management
Georgia
$6.84M +$51.7K +103 +0.8%
AP
358
Americana Partners
Texas
$6.84M -$488K -973 -7%
AA
359
ALPS Advisors
Colorado
$6.79M -$94.8K -189 -1%
AV
360
ASR Vermogensbeheer
Netherlands
$6.74M -$120K -240 -2%
XI
361
XXEC Inc
Oklahoma
$6.73M -$298K -595 -4%
FDP
362
Financiere des Professionnels
Quebec, Canada
$6.72M -$449K -895 -6%
OBAM
363
ODDO BHF Asset Management
France
$6.71M -$473K -943 -7%
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$6.71M +$50.2K +100 +0.8%
FA
365
Fiduciary Alliance
South Carolina
$6.69M -$756K -1,508 -10%
RPI
366
Railway Pension Investments
United Kingdom
$6.67M – – –
NIM
367
NEOS Investment Management
Connecticut
$6.51M -$385K -767 -6%
GAM
368
Generali Asset Management
Italy
$6.5M -$3.17M -6,327 -33%
Wealthfront Advisers
369
Wealthfront Advisers
California
$6.48M +$936K +1,866 +17%
P
370
&Partners
Tennessee
$6.4M +$4.42M +8,802 +224%
Pacer Advisors
371
Pacer Advisors
Pennsylvania
$6.38M +$2.42M +4,825 +61%
SG Americas Securities
372
SG Americas Securities
New York
$6.33M -$29.3M -58,429 -82%
YAM
373
Yacktman Asset Management
Texas
$6.23M +$2.39M +4,755 +62%
TRSOTSOK
374
Teachers Retirement System of the State of Kentucky
Kentucky
$6.11M +$77.2K +154 +1%
BCV
375
Banque Cantonale Vaudoise
Switzerland
$6.07M +$1.58M +3,158 +35%
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