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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
WJWM
526
Williams Jones Wealth Management
New York
$2.68M +$149K +322 +6%
WSFS
527
Wilmington Savings Fund Society
Delaware
$2.65M +$61.6K +133 +3%
AIM
528
Alphinity Investment Management
Australia
$2.61M -$712K -1,538 -23%
AWM
529
Apollon Wealth Management
South Carolina
$2.6M +$70.4K +152 +3%
LI
530
LMCG Investments
Massachusetts
$2.57M
BFC
531
Blue Fin Capital
Rhode Island
$2.54M +$37.5K +81 +2%
MA
532
MCF Advisors
Kentucky
$2.54M +$33.4K +72 +1%
IMCOOI
533
Investment Management Corp of Ontario (IMCO)
Canada
$2.54M -$278K -600 -11%
NGA
534
Naples Global Advisors
Florida
$2.53M +$18.5K +40 +0.8%
SC
535
Saturna Capital
Washington
$2.52M
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$2.5M +$528K +1,141 +30%
DADC
537
D.A. Davidson & Co
Montana
$2.5M +$577K +1,245 +33%
IIM
538
INTECH Investment Management
Florida
$2.49M -$877K -1,893 -28%
KCM
539
Kerusso Capital Management
North Carolina
$2.49M +$1.39K +3 +0.1%
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$2.48M +$5.56K +12 +0.2%
AWA
541
Arete Wealth Advisors
Illinois
$2.47M -$273K -589 -11%
Lord, Abbett & Co
542
Lord, Abbett & Co
New Jersey
$2.47M -$370K -799 -14%
KHCM
543
Kirtland Hills Capital Management
Ohio
$2.46M +$176K +379 +8%
QCG
544
Quadrant Capital Group
Ohio
$2.45M +$578K +1,248 +34%
GC
545
Guggenheim Capital
Illinois
$2.43M +$36.6K +79 +2%
SBFM
546
S-Bank Fund Management
Finland
$2.4M -$708K -1,528 -24%
AAS
547
Avantax Advisory Services
Texas
$2.39M +$511K +1,104 +30%
LSA
548
Leonteq Securities AG
Switzerland
$2.29M +$50.5K +109 +2%
Cambridge Investment Research Advisors
549
Cambridge Investment Research Advisors
Iowa
$2.29M -$220K -476 -9%
ECM
550
Exchange Capital Management
Michigan
$2.28M -$89.9K -194 -4%

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.