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Moody's
MCO

Overview Fund Activity

1,295 hedge funds and large institutions have $75.9B invested in Moody's in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 527 increasing their positions, 414 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
17.59%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
130
Increased
527
Reduced
414
Closed
101
Calls
$117M
Puts
$130M
Net Calls
-$13.5M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
BlackRock
New York
+$596M
2
PAM
PineStone Asset Management
Quebec, Canada
+$260M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$131M
5
Goldman Sachs
Goldman Sachs
New York
+$124M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$321M
2
ACM
AKRE Capital Management
Virginia
-$300M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Citadel Advisors
Citadel Advisors
Florida
-$256M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
526
Beacon Investment Advisory Services
New Jersey
$2.43M +$206K +443 +9%
Walleye Capital
527
Walleye Capital
New York
$2.42M +$135K +290 +6%
VPI
528
Value Partners Investments
Manitoba, Canada
$2.41M -$2.45M -5,258 -50%
WSFS
529
Wilmington Savings Fund Society
Delaware
$2.4M +$15.8K +34 +0.7%
DC
530
Davenport & Co
Virginia
$2.4M +$224K +480 +10%
LI
531
LMCG Investments
Massachusetts
$2.39M +$35.9K +77 +2%
LA
532
Legacy Advisors
Pennsylvania
$2.38M +$5.12K +11 +0.2%
FC
533
Farringdon Capital
United Kingdom
$2.36M +$1.58M +3,393 +204%
MME
534
Meag Munich Ergo
Germany
$2.35M +$154K +331 +7%
OIS
535
Okabena Investment Services
Minnesota
$2.35M +$900K +1,932 +62%
Cambridge Investment Research Advisors
536
Cambridge Investment Research Advisors
Iowa
$2.35M -$231K -497 -9%
AWM
537
Apollon Wealth Management
South Carolina
$2.34M +$194K +417 +9%
WJWM
538
Williams Jones Wealth Management
New York
$2.34M -$1.02M -2,199 -30%
SC
539
Saturna Capital
Washington
$2.34M – – –
MC
540
Machina Capital
France
$2.33M +$1.59M +3,416 +215%
NGA
541
Naples Global Advisors
Florida
$2.33M – – –
MA
542
MCF Advisors
Kentucky
$2.33M -$248K -532 -10%
KCM
543
Kerusso Capital Management
North Carolina
$2.31M +$59.6K +128 +3%
Lido Advisors
544
Lido Advisors
California
$2.3M +$1.44M +3,095 +168%
SWM
545
Spire Wealth Management
Virginia
$2.3M -$132K -283 -5%
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$2.29M -$11.2K -24 -0.5%
MMA
547
Miracle Mile Advisors
California
$2.29M -$120K -257 -5%
GC
548
Guggenheim Capital
Illinois
$2.22M +$99.2K +213 +5%
ECM
549
Exchange Capital Management
Michigan
$2.21M -$68K -146 -3%
VU
550
Vanderbilt University
Tennessee
$2.19M -$49.4K -106 -2%
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