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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 %
GIM
426
Generate Investment Management
New Zealand
$4.55M +$4.55M +9,072 New
Osaic Holdings
427
Osaic Holdings
Arizona
$4.39M -$3.35K -7 -0.1%
DILIC
428
Dai-ichi Life Insurance Company
Japan
$4.37M -$967K -1,928 -18%
Verition Fund Management
429
Verition Fund Management
Connecticut
$4.36M -$614K -1,224 -12%
NB
430
Norinchukin Bank
Japan
$4.34M +$291K +580 +7%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$4.29M +$4.29M +8,545 New
TFA
432
Transamerica Financial Advisors
Florida
$4.23M -$163K -325 -4%
GIBU
433
Gulf International Bank (UK)
United Kingdom
$4.18M -$518K -1,032 -11%
BCM
434
Bretton Capital Management
California
$4.16M – – –
SM
435
Sciencast Management
New Jersey
$4.12M +$4.12M +8,219 New
GAM
436
Groupama Asset Management
France
$4.12M +$1.23M +2,515 +42%
LSERS
437
Louisiana State Employees Retirement System
Louisiana
$4.11M -$50.2K -100 -1%
SAM
438
Securian Asset Management
Minnesota
$4.08M -$60.7K -121 -1%
SCA
439
Snowden Capital Advisors
New York
$4.02M +$106K +211 +3%
HA
440
Harbor Advisors
Florida
$4.01M – – –
HWAM
441
Hennion & Walsh Asset Management
New Jersey
$4.01M -$527K -1,051 -12%
RG
442
Rathbones Group
United Kingdom
$3.9M -$7.52K -15 -0.2%
CIA
443
Citadel Investment Advisory
Ohio
$3.86M -$142K -283 -4%
SCM
444
Sterling Capital Management
North Carolina
$3.85M +$723K +1,441 +23%
CYG
445
Clean Yield Group
Vermont
$3.83M +$1.75M +3,492 +84%
RCAG
446
Rehmann Capital Advisory Group
Michigan
$3.83M -$59.2K -118 -2%
AC
447
Arrow Capital
Australia
$3.83M +$3.83M +5,000 New
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$3.79M +$83.8K +167 +2%
DWA
449
Dorsey Wright & Associates
California
$3.79M +$32.1K +64 +0.9%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$3.75M -$574K -1,145 -13%
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