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1,347 hedge funds and large institutions have $82.9B invested in Moody's in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 508 increasing their positions, 457 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 96

11% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 457

7% more capital invested

Capital invested by funds: $77.5B → $82.9B (+$5.38B)

4% more funds holding in top 10

Funds holding in top 10: 5254 (+2)

3% more funds holding

Funds holding: 1,3131,347 (+34)

3% more call options, than puts

Call options by funds: $194M | Put options by funds: $189M

0.7% less ownership

Funds ownership: 92.57%91.87% (-0.7%)

Holders
1,347
Holders Change
+34
Holders Change %
+2.59%
% of All Funds
17.73%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
0.71%
New
148
Increased
508
Reduced
457
Closed
96
Calls
$194M
Puts
$189M
Net Calls
+$5.01M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
401
BNP Paribas
France
$5.46M -$325K -702 -6%
CGH
402
Crossmark Global Holdings
Texas
$5.46M -$7.2M -15,541 -59%
VIM
403
Vinva Investment Management
Australia
$5.45M +$1.3M +2,798 +33%
BEI
404
Benjamin Edwards Inc
Missouri
$5.45M +$3.17M +6,842 +170%
KeyBank National Association
405
KeyBank National Association
Ohio
$5.44M +$208K +450 +4%
AA
406
Altrafin AG
$5.44M -$138K -299 -3%
Baird Financial Group
407
Baird Financial Group
Wisconsin
$5.38M -$3.6M -7,770 -42%
FT
408
Fiduciary Trust
Massachusetts
$5.37M +$7.41K +16 +0.1%
MSU
409
Mizuho Securities USA
New York
$5.36M -$788K -1,701 -14%
IC
410
IEQ Capital
California
$5.32M +$471K +1,017 +11%
CCG
411
Cloverfields Capital Group
Minnesota
$5.32M -$221K -478 -4%
AF
412
Avanza Fonder
Sweden
$5.29M -$642K -1,385 -12%
SA
413
Sanctuary Advisors
Indiana
$5.25M -$52.3K -113 -1%
SSWM
414
Smith Salley Wealth Management
North Carolina
$5.25M +$177K +382 +4%
Osaic Holdings
415
Osaic Holdings
Arizona
$5.18M +$541K +1,168 +13%
THCM
416
Taylor Hoffman Capital Management
Virginia
$5.15M +$121K +262 +3%
KRS
417
Kentucky Retirement Systems
Kentucky
$5.08M -$308K -664 -6%
TAMH
418
Taikang Asset Management (HK)
Hong Kong
$5.06M
A
419
Allianz
Germany
$5.06M +$695K +1,500 +17%
KM
420
KP Management
Minnesota
$5.02M
TA
421
TRB Advisors
New York
$5.02M +$4.63M +10,000 New
IWS
422
Insight Wealth Strategies
California
$5M +$24.5K +53 +0.5%
MFG
423
Merit Financial Group
Georgia
$4.99M +$1.34M +2,889 +41%
OAC
424
OMERS Administration Corp
Ontario, Canada
$4.81M
UB
425
UMB Bank
Missouri
$4.77M +$299K +645 +7%

MCO Hedge Fund Activity: Q2 2025 in Review

1,347 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2025, worth a combined $82.9B — up 6.9% from $77.5B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new MCO positions and 96 closed out — a net gain of 52 holders — while 508 added to existing stakes and 457 trimmed.

The largest buyer was Stifel Financial, adding an estimated $321M. The largest seller was BlackRock, cutting an estimated $201M.

  • 1,347 institutional investors held Moody's (MCO) as of Q2 2025, up from 1,313 in Q1 2025.
  • Funds reported $82.9B of Moody's stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 148 funds opened new Moody's positions in Q2 2025 and 96 closed out, a net change of +52 holders.
  • The largest Moody's buyer in Q2 2025 was Stifel Financial, an estimated $321M added.
  • The largest Moody's seller in Q2 2025 was BlackRock, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2025.