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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 %
CAM
501
Chou Associates Management
Ontario, Canada
$2.96M – – –
ACL
502
Applied Capital LLC
Florida
$2.91M -$1.51K -3 -0.1%
SC
503
SummitTX Capital
Texas
$2.89M +$2.89M +5,766 New
BC
504
Burney Company
Virginia
$2.89M -$27.1M -54,027 -90%
BBVA
505
Banco Bilbao Vizcaya Argentaria
Spain
$2.87M +$696K +1,390 +32%
OAM
506
Ostrum Asset Management
France
$2.84M +$502 +1 +0%
TCA
507
Transcend Capital Advisors
New Jersey
$2.82M +$61.2K +122 +2%
WB
508
Webster Bank
Connecticut
$2.78M +$74.2K +148 +3%
EF
509
Empirical Finance
Pennsylvania
$2.77M +$16.6K +33 +0.6%
VPI
510
Value Partners Investments
Manitoba, Canada
$2.76M +$160K +320 +6%
CW
511
CreativeOne Wealth
Kansas
$2.75M -$266K -530 -9%
CA
512
Clearstead Advisors
Ohio
$2.75M +$116K +232 +4%
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$2.74M -$77.7K -155 -3%
TWC
514
TD Waterhouse Canada
Ontario, Canada
$2.72M -$42.2K -84 -2%
CAM
515
Cresset Asset Management
Illinois
$2.7M +$860K +1,715 +47%
WJWM
516
Williams Jones Wealth Management
New York
$2.68M +$162K +322 +6%
WSFS
517
Wilmington Savings Fund Society
Delaware
$2.65M +$66.7K +133 +3%
AIM
518
Alphinity Investment Management
Australia
$2.61M -$771K -1,538 -23%
AWM
519
Apollon Wealth Management
South Carolina
$2.6M +$76.2K +152 +3%
LI
520
LMCG Investments
Massachusetts
$2.57M – – –
BFC
521
Blue Fin Capital
Rhode Island
$2.54M +$2.54M +5,070 New
MA
522
MCF Advisors
Kentucky
$2.54M +$36.1K +72 +1%
IMCOOI
523
Investment Management Corp of Ontario (IMCO)
Canada
$2.54M -$301K -600 -11%
NGA
524
Naples Global Advisors
Florida
$2.53M +$20.1K +40 +0.8%
SC
525
Saturna Capital
Washington
$2.52M – – –
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