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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 %
CP
651
CenterBook Partners
Connecticut
$1.28M -$7.61M -15,175 -86%
ST
652
Smithfield Trust
Pennsylvania
$1.28M – – –
AIM
653
Anchor Investment Management
South Carolina
$1.27M +$3.01K +6 +0.2%
GCM
654
Genus Capital Management
British Columbia, Canada
$1.27M -$239K -476 -16%
BG
655
Bahl & Gaynor
Ohio
$1.26M – – –
PMAM
656
Picton Mahoney Asset Management
Ontario, Canada
$1.26M -$40.1K -80 -3%
RAM
657
Redmond Asset Management
Virginia
$1.24M -$4.51K -9 -0.4%
HA
658
HHLR Advisors
Cayman Islands
$1.24M -$80.8K -161 -6%
LA
659
LVW Advisors
New York
$1.23M +$60.7K +121 +5%
GI
660
GAMMA Investing
California
$1.22M +$359K +716 +42%
DAS
661
Diversify Advisory Services
Utah
$1.2M +$665K +1,289 +123%
AIM
662
Avanda Investment Management
Singapore
$1.2M -$100K -200 -8%
WPC
663
Wedmont Private Capital
Pennsylvania
$1.2M -$21.1K -42 -2%
WIA
664
Westbourne Investment Advisors
Maryland
$1.2M -$138K -275 -10%
CAL
665
Capital Analysts LLC
Pennsylvania
$1.2M -$5.02K -10 -0.4%
Impax Asset Management Group
666
Impax Asset Management Group
United Kingdom
$1.19M +$503K +1,003 +73%
PCIA
667
Prime Capital Investment Advisors
Kansas
$1.16M -$215K -428 -16%
BMC
668
Benin Management Corp
Connecticut
$1.15M – – –
HFO
669
Heritage Family Offices
Arizona
$1.14M – – –
SMG
670
Smart Money Group
Texas
$1.13M +$123K +246 +12%
RWP
671
RWA Wealth Partners
Massachusetts
$1.12M – – –
BPA
672
Beacon Pointe Advisors
California
$1.12M +$92.8K +185 +9%
SAM
673
Smartleaf Asset Management
Massachusetts
$1.12M -$128K -262 -10%
PA
674
Promethium Advisors
Maryland
$1.12M +$148K +295 +15%
SF
675
Summit Financial
New Jersey
$1.11M +$224K +446 +25%
25 26
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