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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
17.79%
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
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 %
MSU
401
Mizuho Securities USA
New York
$5.36M -$853K -1,701 -14%
IC
402
IEQ Capital
California
$5.32M +$510K +1,017 +11%
CCG
403
Cloverfields Capital Group
Minnesota
$5.32M -$240K -478 -4%
AF
404
Avanza Fonder
Sweden
$5.29M -$695K -1,385 -12%
SSWM
405
Smith Salley Wealth Management
North Carolina
$5.25M +$192K +382 +4%
THCM
406
Taylor Hoffman Capital Management
Virginia
$5.15M +$131K +262 +3%
KRS
407
Kentucky Retirement Systems
Kentucky
$5.08M -$333K -664 -6%
TAMH
408
Taikang Asset Management (HK)
Hong Kong
$5.06M – – –
A
409
Allianz
Germany
$5.06M +$752K +1,500 +17%
KM
410
KP Management
Minnesota
$5.02M – – –
TA
411
TRB Advisors
New York
$5.02M +$5.02M +10,000 New
IWS
412
Insight Wealth Strategies
California
$5M +$26.6K +53 +0.5%
MFG
413
Merit Financial Group
Georgia
$4.99M +$1.45M +2,889 +41%
OAC
414
OMERS Administration Corp
Ontario, Canada
$4.81M – – –
UB
415
UMB Bank
Missouri
$4.77M +$324K +645 +7%
WHAM
416
Windmill Hill Asset Management
United Kingdom
$4.76M – – –
PE
417
Point72 Europe
United Kingdom
$4.71M +$4.71M +9,400 New
DWM
418
Diversify Wealth Management
Utah
$4.7M +$265K +514 +6%
HIMCH
419
Hartford Investment Management Co (HIMCO)
Connecticut
$4.68M -$56.2K -112 -1%
CFO
420
Callan Family Office
Pennsylvania
$4.66M +$3.39M +6,749 +266%
CA
421
Commerzbank Aktiengesellschaft
Germany
$4.66M +$169K +337 +4%
SIM
422
Sterling Investment Management
Arizona
$4.59M +$983K +1,960 +27%
DZ Bank
423
DZ Bank
Germany
$4.59M +$2.48M +4,943 +118%
UCFA
424
United Capital Financial Advisors
Texas
$4.59M +$44.6K +89 +1%
GT
425
Glenview Trust
Kentucky
$4.56M -$69.2K -138 -1%
15 16
17
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