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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 %
TC
551
TFR Capital
Texas
$2.17M +$31.6K +63 +1%
PAG
552
Private Advisor Group
New Jersey
$2.16M +$495K +986 +30%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.16M -$149K -298 -6%
ICM
554
IMS Capital Management
Oregon
$2.15M -$26.1K -52 -1%
Squarepoint
555
Squarepoint
New York
$2.09M -$19.2M -38,229 -90%
RB
556
Rodgers Brothers
Pennsylvania
$2.08M +$1K +2 +0%
ESB
557
Essex Savings Bank
Connecticut
$2.06M -$5.52K -11 -0.3%
AWM
558
Angeles Wealth Management
California
$2.04M +$100K +200 +5%
IA
559
IFP Advisors
Florida
$2.03M -$65.2K -123 -3%
SW
560
Simplicity Wealth
New Jersey
$2.02M +$2.02M +4,034 New
HFS
561
Hantz Financial Services
Michigan
$2.01M -$162K -323 -7%
TYCC
562
Texas Yale Capital Corp
Florida
$1.98M – – –
HAG
563
HighPoint Advisor Group
Illinois
$1.98M -$29.6K -59 -1%
AssetMark Inc
564
AssetMark Inc
California
$1.97M +$570K +1,137 +41%
AWP
565
Ascent Wealth Partners
New York
$1.96M +$1.96M +3,907 New
KCM
566
Kornitzer Capital Management
Kansas
$1.95M – – –
BIAS
567
Beacon Investment Advisory Services
New Jersey
$1.95M -$666K -1,328 -25%
TE
568
Tema ETFs
New York
$1.94M -$1.28M -2,544 -40%
ASN
569
Advisory Services Network
Georgia
$1.94M +$147K +285 +8%
VT
570
Vise Technologies
New York
$1.94M +$1.94M +3,861 New
ACM
571
Accent Capital Management
Ohio
$1.93M -$40.6K -81 -2%
OIS
572
Okabena Investment Services
Minnesota
$1.93M -$594K -1,184 -24%
AAP
573
Arax Advisory Partners
Colorado
$1.93M +$450K +881 +30%
NICM
574
Neo Ivy Capital Management
New York
$1.93M +$1.93M +3,840 New
MSAM
575
Moloney Securities Asset Management
Missouri
$1.92M +$35.1K +70 +2%
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