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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
WHAM
426
Windmill Hill Asset Management
United Kingdom
$4.76M
PE
427
Point72 Europe
United Kingdom
$4.71M +$4.35M +9,400 New
DWM
428
Diversify Wealth Management
Utah
$4.7M +$238K +514 +6%
HIMCH
429
Hartford Investment Management Co (HIMCO)
Connecticut
$4.68M -$51.9K -112 -1%
CFO
430
Callan Family Office
Pennsylvania
$4.66M +$3.13M +6,749 +266%
CA
431
Commerzbank Aktiengesellschaft
Germany
$4.66M +$156K +337 +4%
SIM
432
Sterling Investment Management
Arizona
$4.59M +$908K +1,960 +27%
DZ Bank
433
DZ Bank
Germany
$4.59M +$2.29M +4,943 +118%
UCFA
434
United Capital Financial Advisors
Texas
$4.59M +$41.2K +89 +1%
GT
435
Glenview Trust
Kentucky
$4.56M -$63.9K -138 -1%
GIM
436
Generate Investment Management
New Zealand
$4.55M +$4.2M +9,072 New
DILIC
437
Dai-ichi Life Insurance Company
Japan
$4.37M -$893K -1,928 -18%
Verition Fund Management
438
Verition Fund Management
Connecticut
$4.36M -$567K -1,224 -12%
NB
439
Norinchukin Bank
Japan
$4.34M +$269K +580 +7%
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$4.29M +$3.96M +8,545 New
TFA
441
Transamerica Financial Advisors
Florida
$4.23M -$151K -325 -4%
GIBU
442
Gulf International Bank (UK)
United Kingdom
$4.18M -$478K -1,032 -11%
BCM
443
Bretton Capital Management
California
$4.16M
SM
444
Sciencast Management
New Jersey
$4.12M +$3.81M +8,219 New
GAM
445
Groupama Asset Management
France
$4.12M +$1.16M +2,515 +42%
LSERS
446
Louisiana State Employees Retirement System
Louisiana
$4.11M -$46.3K -100 -1%
SAM
447
Securian Asset Management
Minnesota
$4.08M -$56K -121 -1%
SCA
448
Snowden Capital Advisors
New York
$4.02M +$97.7K +211 +3%
HA
449
Harbor Advisors
Florida
$4.01M
HWAM
450
Hennion & Walsh Asset Management
New Jersey
$4.01M -$487K -1,051 -12%

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.