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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
EP
476
Edgestream Partners
New Jersey
$3.44M +$513K +1,108 +19%
FNBOO
477
First National Bank of Omaha
Nebraska
$3.43M -$13.4K -29 -0.4%
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$3.43M -$196K -423 -6%
JIC
479
Johnson Investment Counsel
Ohio
$3.42M +$463 +1 +0%
KPWS
480
Kestra Private Wealth Services
Texas
$3.41M +$463 +1 +0%
NW
481
NewEdge Wealth
Pennsylvania
$3.4M +$298K +643 +11%
SFI
482
Siemens Fonds Invest
Germany
$3.38M +$141K +304 +5%
COI
483
Connable Office Inc
Michigan
$3.37M -$2.78K -6 -0.1%
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$3.33M -$179K -387 -6%
QT
485
Quantbot Technologies
New York
$3.3M +$2.09M +4,518 +220%
HNB
486
Huntington National Bank
Ohio
$3.29M -$32.4K -70 -1%
CIC
487
Crawford Investment Counsel
Georgia
$3.29M -$4.63K -10 -0.2%
Lido Advisors
488
Lido Advisors
California
$3.25M +$717K +1,549 +31%
CB
489
Commerce Bank
Missouri
$3.2M +$65.3K +141 +2%
AI
490
Atom Investors
Texas
$3.17M -$557K -1,203 -16%
FCM
491
Fairbanks Capital Management
California
$3.17M +$170K +366 +6%
DC
492
Davenport & Co
Virginia
$3.14M +$518K +1,119 +22%
VU
493
Vanderbilt University
Tennessee
$3.14M +$716K +1,546 +33%
TIAA Trust, National Association
494
TIAA Trust, National Association
North Carolina
$3.12M +$91.7K +198 +3%
O
495
Ossiam
France
$3.12M +$770K +1,662 +36%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
496
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.1M -$68.9M -148,674 -96%
CCIA
497
Campbell & Co Investment Adviser
Maryland
$3.09M +$2.07M +4,475 +266%
VDBMI
498
Van Den Berg Management I
Texas
$3.07M -$42.6K -92 -1%
CAU
499
Caxton Associates (UK)
$3.07M +$2.46M +5,321 +674%
VAS
500
Vestmark Advisory Solutions
Massachusetts
$3.06M -$2.31M -4,981 -45%

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.