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Moody's
MCO

1,337 hedge funds and large institutions have $77B invested in Moody's in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 488 increasing their positions, 467 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $128M | Put options by funds: $102M

9% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 101

4% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 467

1% less funds holding

Funds holding: 1,346 → 1,337 (-9)

1.56% less ownership

Funds ownership: 91.87% → 90.31% (-1.6%)

7% less capital invested

Capital invested by funds: $82.9B → $77B (-$5.85B)

17% less funds holding in top 10

Funds holding in top 10: 54 → 45 (-9)

Holders
1,337
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
17.55%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
0.59%
New
110
Increased
488
Reduced
467
Closed
101
Calls
$128M
Puts
$102M
Net Calls
+$26.9M
Net Calls Change
+$21.8M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$369M
2
Citadel Advisors
Citadel Advisors
Florida
+$304M
3
Barclays
Barclays
United Kingdom
+$211M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$174M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$153M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$670M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
3
UBS AM
UBS AM
Illinois
-$245M
4
BlackRock
BlackRock
New York
-$230M
5
First Trust Advisors
First Trust Advisors
Illinois
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
526
Vestmark Advisory Solutions
Massachusetts
$2.69M -$229K -455 -7%
WB
527
Webster Bank
Connecticut
$2.68M +$39.3K +78 +1%
Lazard Asset Management
528
Lazard Asset Management
New York
$2.68M +$1.14M +2,253 +67%
CG
529
Caprock Group
Idaho
$2.66M +$2.63M +5,212 New
EF
530
Empirical Finance
Pennsylvania
$2.66M +$27.2K +54 +1%
VPI
531
Value Partners Investments
Manitoba, Canada
$2.62M -$3.53K -7 -0.1%
CA
532
Clearstead Advisors
Ohio
$2.61M +$4.54K +9 +0.2%
WJWM
533
Williams Jones Wealth Management
New York
$2.61M +$67.5K +134 +3%
Cambridge Investment Research Advisors
534
Cambridge Investment Research Advisors
Iowa
$2.61M +$459K +911 +20%
AWP
535
Ascent Wealth Partners
New York
$2.61M +$787K +1,562 +40%
TWC
536
TD Waterhouse Canada
Ontario, Canada
$2.6M +$7.06K +14 +0.3%
Envestnet Portfolio Solutions
537
Envestnet Portfolio Solutions
Illinois
$2.59M -$703K -1,394 -20%
CA
538
Crewe Advisors
Utah
$2.58M -$303K -602 -10%
AWM
539
Apollon Wealth Management
South Carolina
$2.56M +$97.8K +194 +4%
BAM
540
Bell Asset Management
Australia
$2.56M -$840K -1,667 -24%
Walleye Capital
541
Walleye Capital
New York
$2.55M +$1.08M +2,133 +66%
LI
542
LMCG Investments
Massachusetts
$2.53M +$95.3K +189 +4%
CFO
543
Callan Family Office
Pennsylvania
$2.52M -$2.02M -4,002 -43%
CL
544
Choreo LLC
Illinois
$2.49M +$445K +882 +20%
OAM
545
Ostrum Asset Management
France
$2.48M -$236K -468 -8%
MCM
546
MAI Capital Management
Ohio
$2.47M +$990K +1,964 +61%
DADC
547
D.A. Davidson & Co
Montana
$2.46M +$92.8K +184 +4%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$2.44M -$1.25M -2,476 -32%
KHCM
549
Kirtland Hills Capital Management
Ohio
$2.41M +$74.1K +147 +3%
NGA
550
Naples Global Advisors
Florida
$2.4M – – –
20 21
22
23 24

MCO Hedge Fund Activity: Q3 2025 in Review

1,337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2025, worth a combined $77B — down 7.1% from $82.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MCO positions and 101 closed out — a net gain of 9 holders — while 488 added to existing stakes and 467 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $369M. The largest seller was Jennison Associates, cutting an estimated $670M.

  • 1,337 institutional investors held Moody's (MCO) as of Q3 2025, down from 1,346 in Q2 2025.
  • Funds reported $77B of Moody's stock for Q3 2025, down 7.1% quarter-over-quarter.
  • 110 funds opened new Moody's positions in Q3 2025 and 101 closed out, a net change of +9 holders.
  • The largest Moody's buyer in Q3 2025 was Winslow Capital Management, an estimated $369M added.
  • The largest Moody's seller in Q3 2025 was Jennison Associates, an estimated $670M sold.

Based on aggregated 13F filings for Q3 2025.