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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
WPL
26
WINDACRE PARTNERSHIP LLC
Texas
$493M -$12.5M -27,000 -3%
AP
27
Altarock Partners
Florida
$478M +$625K +1,349 +0.1%
Deutsche Bank
28
Deutsche Bank
Germany
$475M +$11.1M +24,041 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$435M -$71.9M -155,193 -15%
Amundi
30
Amundi
France
$430M -$45M -97,214 -10%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$420M +$4.25M +9,172 +1%
AC
32
AKO Capital
United Kingdom
$415M +$380K +820 +0.1%
AIM
33
Allen Investment Management
New York
$415M -$35.4M -76,485 -8%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$401M -$2.61M -5,637 -0.7%
Baillie Gifford & Co
35
Baillie Gifford & Co
United Kingdom
$370M -$10.1M -21,738 -3%
Stifel Financial
36
Stifel Financial
Missouri
$363M +$321M +693,230 +2,243%
N
37
Nuveen
North Carolina
$362M +$7.58M +16,355 +2%
Bank of America
38
Bank of America
North Carolina
$354M +$37.2M +80,218 +13%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$352M -$9.55M -20,617 -3%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$344M +$146M +316,195 +86%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$332M -$9.15M -19,751 -3%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$328M +$9.32M +20,117 +3%
Principal Financial Group
43
Principal Financial Group
Iowa
$324M -$7.91M -17,075 -3%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$320M -$9.75M -21,051 -3%
UBS Group
45
UBS Group
Switzerland
$317M -$125M -269,956 -30%
EQF
46
Evergreen Quality Fund
Cayman Islands
$310M +$56.6M +122,200 +25%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$300M +$33.7M +72,864 +14%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$299M +$45.8M +98,951 +20%
Barclays
49
Barclays
United Kingdom
$270M -$28.3M -61,074 -10%
SAM
50
Storebrand Asset Management
Norway
$264M -$15.1M -32,549 -6%

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.