MCO icon

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
17.78%
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 %
CFG
576
Citizens Financial Group
Rhode Island
$1.91M +$143K +285 +8%
CCM
577
Coldstream Capital Management
Washington
$1.9M +$387K +772 +26%
PAS
578
Park Avenue Securities
New York
$1.89M +$57.2K +114 +3%
AFS
579
Aft Forsyth & Sober
Florida
$1.87M – – –
FWCM
580
Ferguson Wellman Capital Management
Oregon
$1.87M -$6.02K -12 -0.3%
PFM
581
Patton Fund Management
Texas
$1.87M -$1.25M -2,491 -40%
LRIC
582
Long Road Investment Counsel
Michigan
$1.85M – – –
BF
583
BOK Financial
Oklahoma
$1.84M +$2.01K +4 +0.1%
Northwestern Mutual Wealth Management
584
Northwestern Mutual Wealth Management
Wisconsin
$1.8M -$33.1K -66 -2%
GM
585
GeoWealth Management
Illinois
$1.8M -$39.6K -79 -2%
MFGM
586
Marshall Financial Group (Maryland)
Maryland
$1.79M -$124K -246 -6%
SC
587
Savant Capital
Illinois
$1.79M +$83.3K +166 +5%
KIA
588
Knollwood Investment Advisory
Maryland
$1.79M – – –
WC
589
Westerkirk Capital
$1.78M +$1.78M +3,540 New
CCS
590
Concentric Capital Strategies
Connecticut
$1.77M +$1.77M +3,526 New
CIA
591
Capital Investment Advisors
Georgia
$1.75M +$120K +240 +7%
STA
592
Summit Trail Advisors
New York
$1.74M +$1.74M +3,471 New
UOTTAIMCU
593
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.74M +$1.74M +3,469 New
SA
594
Shilanski & Associates
Alaska
$1.74M +$20.1K +40 +1%
GPI
595
General Partner Inc
Pennsylvania
$1.73M – – –
EA
596
Ellsworth Advisors
Ohio
$1.72M +$1.72M +3,429 New
MSA
597
MUFG Securities Americas
New York
$1.72M +$346K +689 +25%
CIA
598
Concurrent Investment Advisors
Florida
$1.71M +$68.7K +137 +4%
Bank Julius Baer & Co
599
Bank Julius Baer & Co
Switzerland
$1.71M +$197K +393 +13%
VI
600
Vestcor Inc
New Brunswick, Canada
$1.7M +$202K +402 +13%
22 23
24
25 26