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1,421 hedge funds and large institutions have $83.1B invested in Moody's in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 508 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $144M | Put options by funds: $50.9M

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

8% more capital invested

Capital invested by funds: $77B → $83.1B (+$6.11B)

6% more funds holding

Funds holding: 1,3371,421 (+84)

7% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 475

0.97% more ownership

Funds ownership: 90.31%91.28% (+0.97%)

Holders
1,421
Holders Change
+84
Holders Change %
+6.28%
% of All Funds
17.29%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.69%
New
201
Increased
508
Reduced
475
Closed
90
Calls
$144M
Puts
$50.9M
Net Calls
+$92.9M
Net Calls Change
+$66M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
626
Venturi Wealth Management
Texas
$1.86M +$34.2K +70 +2%
GLR
627
Great Lakes Retirement
Ohio
$1.84M +$119K +243 +7%
EAM
628
Eventide Asset Management
Massachusetts
$1.82M +$359K +735 +26%
SAM
629
Smartleaf Asset Management
Massachusetts
$1.8M +$238K +488 +16%
LCAM
630
London & Capital Asset Management
United Kingdom
$1.8M +$1.71M +3,514 New
KIA
631
Knollwood Investment Advisory
Maryland
$1.79M
MFG
632
Monte Financial Group
Connecticut
$1.77M +$77.6K +159 +5%
JRPCML
633
J. R. Prunier Capital Management LLC
Massachusetts
$1.77M +$1.69M +3,460 New
GM
634
GeoWealth Management
Illinois
$1.76M -$17.1K -35 -1%
CAM
635
Cresset Asset Management
Illinois
$1.76M +$461K +944 +38%
VSQM
636
V-Square Quantitative Management
Illinois
$1.76M +$1.68M +3,444 New
RAM
637
Reflection Asset Management
South Carolina
$1.76M +$1.68M +3,438 New
CCM
638
Coldstream Capital Management
Washington
$1.75M -$472K -968 -22%
PAS
639
Park Avenue Securities
New York
$1.74M -$94.2K -193 -5%
WC
640
Westerkirk Capital
$1.73M -$73.7K -151 -4%
ECM
641
Everence Capital Management
Indiana
$1.72M
MFGM
642
Marshall Financial Group (Maryland)
Maryland
$1.7M -$142K -291 -8%
HPC
643
HM Payson & Co
Maine
$1.7M
CW
644
CreativeOne Wealth
Kansas
$1.69M -$63.9K -131 -4%
GPI
645
General Partner Inc
Pennsylvania
$1.68M
AI
646
Atom Investors
Texas
$1.68M +$76.6K +157 +5%
BF
647
BOK Financial
Oklahoma
$1.68M -$28.8K -59 -2%
PS
648
Principal Securities
Iowa
$1.68M +$52.2K +107 +3%
BC
649
Bridgefront Capital
Texas
$1.66M -$1.46K -3 -0.1%
SPIA
650
Steward Partners Investment Advisory
New York
$1.66M +$65.4K +134 +4%