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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 %
PCP
626
Perbak Capital Partners
United Kingdom
$1.52M +$1.23M +2,446 +420%
IAA
627
Independent Advisor Alliance
North Carolina
$1.52M -$14K -28 -0.9%
HCA
628
Harbor Capital Advisors
Illinois
$1.51M -$8.53K -17 -0.6%
RAM
629
RedJay Asset Management
Ontario, Canada
$1.5M +$1.5M +3,000 New
HBT
630
Hills Bank & Trust
Iowa
$1.5M -$46.1K -92 -3%
PS
631
Principal Securities
Iowa
$1.5M +$222K +442 +17%
BA
632
Ballast Advisors
Minnesota
$1.49M +$54.7K +109 +4%
CAMG
633
CWA Asset Management Group
Florida
$1.47M -$58.7K -117 -4%
LCM
634
Landscape Capital Management
New Jersey
$1.47M +$602K +1,201 +70%
Harris Associates
635
Harris Associates
Illinois
$1.46M -$188K -375 -11%
RWM
636
Ritholtz Wealth Management
New York
$1.45M +$217K +433 +18%
PFS
637
Prospera Financial Services
Texas
$1.45M +$1.45M +2,882 New
PIM
638
Plato Investment Management
Australia
$1.45M +$656K +1,312 +83%
AFCM
639
Applied Finance Capital Management
Puerto Rico
$1.39M +$1.39M +2,771 New
CTC
640
Central Trust Company
Missouri
$1.38M -$48.7K -97 -3%
AWP
641
Accretive Wealth Partners
New Jersey
$1.38M +$12K +24 +0.9%
SPIA
642
Steward Partners Investment Advisory
New York
$1.38M -$56.2K -112 -4%
EWM
643
Evermay Wealth Management
Virginia
$1.38M – – –
SC
644
Stance Capital
Massachusetts
$1.37M +$1.37M +2,730 New
EWA
645
EP Wealth Advisors
California
$1.31M +$693K +1,381 +112%
SC
646
Sepio Capital
Utah
$1.3M -$18.1K -36 -1%
RSWM
647
Robertson Stephens Wealth Management
California
$1.3M +$433K +864 +50%
BBA
648
Baader Bank Aktiengesellschaft
Germany
$1.3M +$159K +318 +14%
KFI
649
Key Financial Inc
Pennsylvania
$1.29M – – –
WTA
650
Washington Trust Advisors
Massachusetts
$1.28M – – –
24 25
26
27 28