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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 %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$2.5M +$572K +1,141 +30%
DADC
527
D.A. Davidson & Co
Montana
$2.5M +$624K +1,245 +33%
IIM
528
INTECH Investment Management
Florida
$2.49M -$950K -1,893 -28%
KCM
529
Kerusso Capital Management
North Carolina
$2.49M +$1.51K +3 +0.1%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$2.48M +$6.02K +12 +0.2%
AWA
531
Arete Wealth Advisors
Illinois
$2.47M -$295K -589 -11%
Lord, Abbett & Co
532
Lord, Abbett & Co
New Jersey
$2.47M -$401K -799 -14%
KHCM
533
Kirtland Hills Capital Management
Ohio
$2.46M +$190K +379 +8%
QCG
534
Quadrant Capital Group
Ohio
$2.45M +$626K +1,248 +34%
GC
535
Guggenheim Capital
Illinois
$2.43M +$39.6K +79 +2%
SBFM
536
S-Bank Fund Management
Finland
$2.4M -$766K -1,528 -24%
AAS
537
Avantax Advisory Services
Texas
$2.39M +$554K +1,104 +30%
Cambridge Investment Research Advisors
538
Cambridge Investment Research Advisors
Iowa
$2.29M -$239K -476 -9%
ECM
539
Exchange Capital Management
Michigan
$2.28M -$97.3K -194 -4%
SFA
540
Sequoia Financial Advisors
Ohio
$2.26M +$367K +731 +19%
S
541
SignatureFD
Georgia
$2.26M -$51.2K -102 -2%
RPC
542
Rossmore Private Capital
Connecticut
$2.26M – – –
FGP
543
Freestone Grove Partners
California
$2.25M +$2.25M +4,489 New
HI
544
Horizon Investments
North Carolina
$2.24M +$960K +1,914 +75%
MAS
545
Meeder Advisory Services
Ohio
$2.24M +$173K +345 +8%
BEC
546
Blue Edge Capital
Virginia
$2.23M -$5.02K -10 -0.2%
CG
547
Cynosure Group
Utah
$2.22M +$2.22M +4,431 New
CL
548
Choreo LLC
Illinois
$2.18M +$633K +1,263 +41%
PA
549
Parallel Advisors
California
$2.18M -$103K -205 -5%
HH
550
HWG Holdings
Texas
$2.17M -$7.99M -15,939 -79%
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