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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 %
ECM
601
Everence Capital Management
Indiana
$1.69M – – –
QI
602
Qtron Investments
Massachusetts
$1.69M – – –
Lazard Asset Management
603
Lazard Asset Management
New York
$1.69M -$8.75M -17,445 -84%
VSQM
604
V-Square Quantitative Management
Illinois
$1.68M +$32.1K +64 +2%
MAM
605
Mystic Asset Management
Rhode Island
$1.68M – – –
RWM
606
Rockline Wealth Management
New York
$1.68M +$109K +218 +7%
MFG
607
Monte Financial Group
Connecticut
$1.66M +$12K +24 +0.7%
RHAM
608
Round Hill Asset Management
California
$1.65M – – –
GLR
609
Great Lakes Retirement
Ohio
$1.65M +$51.7K +103 +3%
Walleye Capital
610
Walleye Capital
New York
$1.62M -$983K -1,960 -38%
MCM
611
MAI Capital Management
Ohio
$1.62M +$91.8K +183 +6%
RBI
612
Raiffeisen Bank International
Austria
$1.61M -$4.42M -9,176 -73%
BIG
613
Brooklyn Investment Group
New York
$1.6M +$830K +1,655 +108%
ETC
614
Exchange Traded Concepts
Oklahoma
$1.59M +$395K +788 +33%
VCM
615
Voleon Capital Management
California
$1.59M -$1.99M -3,961 -56%
ECM
616
ExodusPoint Capital Management
New York
$1.57M +$18.6K +37 +1%
CIC
617
Cornercap Investment Counsel
Georgia
$1.57M +$740K +1,475 +89%
GIA
618
Gateway Investment Advisers
Ohio
$1.56M +$1.56M +3,108 New
IIC
619
Ironwood Investment Counsel
Arizona
$1.56M -$5.02K -10 -0.3%
CCG
620
Cypress Capital Group
Florida
$1.53M +$388K +774 +34%
FRA
621
Frank Rimerman Advisors
California
$1.52M +$1.51K +3 +0.1%
ET
622
Equitable Trust
Tennessee
$1.52M – – –
TRCT
623
Tower Research Capital (TRC)
New York
$1.52M -$1.33M -2,652 -47%
BIM
624
Bridges Investment Management
Nebraska
$1.52M -$4.51K -9 -0.3%
EGM
625
Engineers Gate Manager
New York
$1.52M -$14.9M -29,745 -91%
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