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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 %
IG
451
ING Group
Netherlands
$3.75M +$270K +539 +8%
BCI
452
Brinker Capital Investments
Pennsylvania
$3.73M +$386K +770 +12%
SC
453
Soundwatch Capital
Connecticut
$3.72M +$3.72M +6,053 New
BTW
454
Boston Trust Walden
Massachusetts
$3.71M +$10K +20 +0.3%
Allspring Global Investments
455
Allspring Global Investments
North Carolina
$3.67M -$61.3K -122 -2%
NMERB
456
New Mexico Educational Retirement Board
New Mexico
$3.66M – – –
SC
457
Slow Capital
California
$3.64M +$19.6K +39 +0.5%
RFC
458
Regions Financial Corp
Alabama
$3.55M +$70.7K +141 +2%
FNA
459
First National Advisers
Nebraska
$3.54M +$31.6K +63 +0.9%
DFCM
460
Dark Forest Capital Management
Puerto Rico
$3.53M -$1.12M -2,232 -24%
BAM
461
Bell Asset Management
Australia
$3.53M -$978K -1,950 -22%
SPWG
462
Syntegra Private Wealth Group
Missouri
$3.5M +$38.6K +77 +1%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$3.47M -$64.7K -129 -2%
VST
464
Van Strum & Towne
California
$3.45M – – –
IC
465
Inkwell Capital
Florida
$3.44M -$28.6K -57 -0.8%
EP
466
Edgestream Partners
New Jersey
$3.44M +$556K +1,108 +19%
Envestnet Portfolio Solutions
467
Envestnet Portfolio Solutions
Illinois
$3.43M -$212K -423 -6%
JIC
468
Johnson Investment Counsel
Ohio
$3.42M +$502 +1 +0%
KPWS
469
Kestra Private Wealth Services
Texas
$3.41M +$502 +1 +0%
NW
470
NewEdge Wealth
Pennsylvania
$3.4M +$331K +643 +11%
SFI
471
Siemens Fonds Invest
Germany
$3.38M +$152K +304 +5%
COI
472
Connable Office Inc
Michigan
$3.37M -$3.01K -6 -0.1%
EOJOAM
473
E. Ohman J:or Asset Management
Sweden
$3.33M -$194K -387 -6%
QT
474
Quantbot Technologies
New York
$3.3M +$2.27M +4,518 +220%
HNB
475
Huntington National Bank
Ohio
$3.29M -$35.1K -70 -1%
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