We are live on ! Find out more

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
CIA
601
Capital Investment Advisors
Georgia
$1.75M +$111K +240 +7%
STA
602
Summit Trail Advisors
New York
$1.74M +$1.61M +3,471 New
UOTTAIMCU
603
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.74M +$1.61M +3,469 New
SA
604
Shilanski & Associates
Alaska
$1.74M +$18.5K +40 +1%
GPI
605
General Partner Inc
Pennsylvania
$1.73M
EA
606
Ellsworth Advisors
Ohio
$1.72M +$1.59M +3,429 New
MSA
607
MUFG Securities Americas
New York
$1.72M +$319K +689 +25%
CIA
608
Concurrent Investment Advisors
Florida
$1.71M +$63.5K +137 +4%
Bank Julius Baer & Co
609
Bank Julius Baer & Co
Switzerland
$1.71M -$463 -1 -0%
VI
610
Vestcor Inc
New Brunswick, Canada
$1.7M +$186K +402 +13%
ECM
611
Everence Capital Management
Indiana
$1.69M
QI
612
Qtron Investments
Massachusetts
$1.69M
Lazard Asset Management
613
Lazard Asset Management
New York
$1.69M -$8.08M -17,445 -84%
VSQM
614
V-Square Quantitative Management
Illinois
$1.68M +$29.6K +64 +2%
MAM
615
Mystic Asset Management
Rhode Island
$1.68M
RWM
616
Rockline Wealth Management
New York
$1.68M +$101K +218 +7%
HPC
617
HM Payson & Co
Maine
$1.67M -$61.1K -132 -4%
MFG
618
Monte Financial Group
Connecticut
$1.66M +$11.1K +24 +0.7%
RHAM
619
Round Hill Asset Management
California
$1.65M
GLR
620
Great Lakes Retirement
Ohio
$1.65M +$47.7K +103 +3%
Walleye Capital
621
Walleye Capital
New York
$1.62M -$908K -1,960 -38%
MCM
622
MAI Capital Management
Ohio
$1.62M +$84.8K +183 +6%
RBI
623
Raiffeisen Bank International
Austria
$1.61M -$4.25M -9,176 -73%
BIG
624
Brooklyn Investment Group
New York
$1.6M +$767K +1,655 +108%
SC
625
Savant Capital
Illinois
$1.6M +$14.4K +31 +1%

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.