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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
ALMGDA
501
AG2R La Mondiale Gestion d'Actifs
France
$3.06M
GP
502
Gallo Partners
New Jersey
$3.06M -$1.6M -3,455 -36%
CPIG
503
Chicago Partners Investment Group
Illinois
$3.05M -$148K -320 -5%
DT
504
Diversified Trust
Tennessee
$3.04M -$3.24K -7 -0.1%
XT
505
XTX Topco
Cayman Islands
$3.03M +$2.46M +5,319 +732%
WTC
506
WhitTier Trust Company
Nevada
$3.03M
TCOT
507
Trust Company of Toledo
Ohio
$3.02M
CA
508
Crewe Advisors
Utah
$3.02M -$90.3K -195 -3%
GT
509
Greenleaf Trust
Michigan
$3.02M -$302K -652 -10%
MMA
510
Miracle Mile Advisors
California
$3M +$497K +1,074 +22%
KWM
511
Keebeck Wealth Management
Illinois
$2.96M -$10.2K -22 -0.4%
CAM
512
Chou Associates Management
Ontario, Canada
$2.96M
ACL
513
Applied Capital LLC
Florida
$2.91M -$1.39K -3 -0.1%
SC
514
SummitTX Capital
Texas
$2.89M +$2.67M +5,766 New
BC
515
Burney Company
Virginia
$2.89M -$25M -54,027 -90%
BBVA
516
Banco Bilbao Vizcaya Argentaria
Spain
$2.87M +$644K +1,390 +32%
OAM
517
Ostrum Asset Management
France
$2.84M +$463 +1 +0%
TCA
518
Transcend Capital Advisors
New Jersey
$2.82M +$56.5K +122 +2%
WB
519
Webster Bank
Connecticut
$2.78M +$68.6K +148 +3%
EF
520
Empirical Finance
Pennsylvania
$2.77M +$15.3K +33 +0.6%
VPI
521
Value Partners Investments
Manitoba, Canada
$2.76M +$148K +320 +6%
CW
522
CreativeOne Wealth
Kansas
$2.75M -$245K -530 -9%
CA
523
Clearstead Advisors
Ohio
$2.75M +$107K +232 +4%
Loomis, Sayles & Company
524
Loomis, Sayles & Company
Massachusetts
$2.74M -$71.8K -155 -3%
TWC
525
TD Waterhouse Canada
Ontario, Canada
$2.72M -$38.9K -84 -2%

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.