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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
AWP
576
Ascent Wealth Partners
New York
$1.96M +$1.81M +3,907 New
KCM
577
Kornitzer Capital Management
Kansas
$1.95M
BIAS
578
Beacon Investment Advisory Services
New Jersey
$1.95M -$615K -1,328 -25%
TE
579
Tema ETFs
New York
$1.94M -$1.18M -2,544 -40%
ASN
580
Advisory Services Network
Georgia
$1.94M +$132K +285 +8%
VT
581
Vise Technologies
New York
$1.94M +$1.79M +3,861 New
ACM
582
Accent Capital Management
Ohio
$1.93M -$37.5K -81 -2%
OIS
583
Okabena Investment Services
Minnesota
$1.93M -$548K -1,184 -24%
AAP
584
Arax Advisory Partners
Colorado
$1.93M +$408K +881 +30%
NICM
585
Neo Ivy Capital Management
New York
$1.93M +$1.78M +3,840 New
MSAM
586
Moloney Securities Asset Management
Missouri
$1.92M +$32.4K +70 +2%
CFG
587
Citizens Financial Group
Rhode Island
$1.91M +$132K +285 +8%
CCM
588
Coldstream Capital Management
Washington
$1.9M +$358K +772 +26%
PAS
589
Park Avenue Securities
New York
$1.89M +$52.8K +114 +3%
AFS
590
Aft Forsyth & Sober
Florida
$1.87M
FWCM
591
Ferguson Wellman Capital Management
Oregon
$1.87M -$5.56K -12 -0.3%
PFM
592
Patton Fund Management
Texas
$1.87M -$1.15M -2,491 -40%
LRIC
593
Long Road Investment Counsel
Michigan
$1.85M
BF
594
BOK Financial
Oklahoma
$1.84M +$1.85K +4 +0.1%
Northwestern Mutual Wealth Management
595
Northwestern Mutual Wealth Management
Wisconsin
$1.8M -$30.6K -66 -2%
GM
596
GeoWealth Management
Illinois
$1.8M -$36.6K -79 -2%
MFGM
597
Marshall Financial Group (Maryland)
Maryland
$1.79M -$114K -246 -6%
KIA
598
Knollwood Investment Advisory
Maryland
$1.79M
WC
599
Westerkirk Capital
$1.78M +$1.64M +3,540 New
CCS
600
Concentric Capital Strategies
Connecticut
$1.77M +$1.63M +3,526 New

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.