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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 %
WPL
26
WINDACRE PARTNERSHIP LLC
Texas
$493M -$13.5M -27,000 -3%
AP
27
Altarock Partners
Florida
$478M +$677K +1,349 +0.1%
Deutsche Bank
28
Deutsche Bank
Germany
$475M +$12.1M +24,041 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$435M -$77.8M -155,193 -15%
Amundi
30
Amundi
France
$430M -$48.3M -97,214 -10%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$420M +$4.6M +9,172 +1%
AC
32
AKO Capital
United Kingdom
$415M +$411K +820 +0.1%
AIM
33
Allen Investment Management
New York
$415M -$38.4M -76,485 -8%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$401M -$2.83M -5,637 -0.7%
Baillie Gifford & Co
35
Baillie Gifford & Co
United Kingdom
$370M -$10.9M -21,738 -3%
Stifel Financial
36
Stifel Financial
Missouri
$363M +$348M +693,230 +2,243%
NL
37
Nuveen LLC
North Carolina
$362M +$8.2M +16,355 +2%
Bank of America
38
Bank of America
North Carolina
$354M +$40.2M +80,218 +13%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$352M -$10.3M -20,617 -3%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$344M +$159M +316,195 +86%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$332M -$9.86M -19,751 -3%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$328M +$10.1M +20,117 +3%
Principal Financial Group
43
Principal Financial Group
Iowa
$324M -$8.57M -17,075 -3%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$320M -$10.6M -21,051 -3%
UBS Group
45
UBS Group
Switzerland
$317M -$135M -269,956 -30%
EQF
46
Evergreen Quality Fund
Cayman Islands
$310M +$61.3M +122,200 +25%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$300M +$36.4M +72,864 +14%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$299M +$48.9M +98,951 +20%
Barclays
49
Barclays
United Kingdom
$270M -$30.6M -61,074 -10%
MA
50
Marshfield Associates
District of Columbia
$259M +$1.06M +2,115 +0.4%
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