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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 %
CIC
476
Crawford Investment Counsel
Georgia
$3.29M -$5.02K -10 -0.2%
Lido Advisors
477
Lido Advisors
California
$3.25M +$777K +1,549 +31%
CB
478
Commerce Bank
Missouri
$3.2M +$70.7K +141 +2%
AI
479
Atom Investors
Texas
$3.17M -$603K -1,203 -16%
FCM
480
Fairbanks Capital Management
California
$3.17M +$184K +366 +6%
DC
481
Davenport & Co
Virginia
$3.14M +$561K +1,119 +22%
VU
482
Vanderbilt University
Tennessee
$3.14M +$775K +1,546 +33%
TIAA Trust, National Association
483
TIAA Trust, National Association
North Carolina
$3.12M +$99.3K +198 +3%
O
484
Ossiam
France
$3.12M +$834K +1,662 +36%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
485
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.1M -$74.6M -148,674 -96%
CCIA
486
Campbell & Co Investment Adviser
Maryland
$3.09M +$2.24M +4,475 +266%
VDBMI
487
Van Den Berg Management I
Texas
$3.07M -$46.1K -92 -1%
CAU
488
Caxton Associates (UK)
$3.07M +$2.67M +5,321 +674%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$3.06M -$2.5M -4,981 -45%
ALMGDA
490
AG2R La Mondiale Gestion d'Actifs
France
$3.06M – – –
GP
491
Gallo Partners
New Jersey
$3.06M -$1.73M -3,455 -36%
CPIG
492
Chicago Partners Investment Group
Illinois
$3.05M -$163K -320 -5%
DT
493
Diversified Trust
Tennessee
$3.04M -$3.51K -7 -0.1%
XT
494
XTX Topco
Cayman Islands
$3.03M +$2.67M +5,319 +732%
WTC
495
WhitTier Trust Company
Nevada
$3.03M – – –
TCOT
496
Trust Company of Toledo
Ohio
$3.02M – – –
CA
497
Crewe Advisors
Utah
$3.02M -$97.8K -195 -3%
GT
498
Greenleaf Trust
Michigan
$3.02M -$327K -652 -10%
MMA
499
Miracle Mile Advisors
California
$3M +$539K +1,074 +22%
KWM
500
Keebeck Wealth Management
Illinois
$2.96M -$11K -22 -0.4%
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