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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 %
MPPLM
376
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6M +$87.8K +175 +1%
ERSOT
377
Employees Retirement System of Texas
Texas
$5.97M +$5.97M +11,900 New
LC
378
Lincoln Capital
Nebraska
$5.96M – – –
AI
379
Atria Investments
North Carolina
$5.95M +$15K +30 +0.3%
BP
380
Ballentine Partners
Massachusetts
$5.95M -$574K -1,145 -9%
RC
381
Roundview Capital
New Jersey
$5.86M +$399K +795 +7%
Jane Street
382
Jane Street
New York
$5.83M -$10.4M -20,738 -64%
LOPW
383
Live Oak Private Wealth
North Carolina
$5.8M +$181K +360 +3%
TGCMU
384
Titan Global Capital Management USA
New York
$5.79M +$485K +967 +9%
IWA
385
IBEX Wealth Advisors
New Jersey
$5.78M +$5.78M +11,516 New
Bessemer Group
386
Bessemer Group
New Jersey
$5.67M +$1.1M +2,193 +24%
IGAM
387
iA Global Asset Management
Quebec, Canada
$5.57M +$805K +1,605 +17%
Jones Financial Companies
388
Jones Financial Companies
Missouri
$5.56M +$632K +1,295 +13%
FCM
389
Fogel Capital Management
Florida
$5.56M +$178K +355 +3%
OC
390
Oppenheimer & Co
New York
$5.55M +$4.25M +8,469 +325%
CBT
391
Central Bank & Trust
Kentucky
$5.54M -$614K -1,225 -10%
MCM
392
Moore Capital Management
New York
$5.5M +$5.5M +10,962 New
Federated Hermes
393
Federated Hermes
Pennsylvania
$5.48M +$733K +1,461 +15%
BP
394
BNP Paribas
France
$5.46M -$352K -702 -6%
CGH
395
Crossmark Global Holdings
Texas
$5.46M -$7.8M -15,541 -59%
VIM
396
Vinva Investment Management
Australia
$5.45M +$1.37M +2,798 +33%
BEI
397
Benjamin Edwards Inc
Missouri
$5.45M +$3.43M +6,842 +170%
KeyBank National Association
398
KeyBank National Association
Ohio
$5.44M +$226K +450 +4%
Baird Financial Group
399
Baird Financial Group
Wisconsin
$5.38M -$3.9M -7,770 -42%
FT
400
Fiduciary Trust
Massachusetts
$5.37M +$8.03K +16 +0.1%
14 15
16
17 18