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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
AFCM
651
Applied Finance Capital Management
Puerto Rico
$1.39M +$1.28M +2,771 New
CTC
652
Central Trust Company
Missouri
$1.38M -$44.9K -97 -3%
AWP
653
Accretive Wealth Partners
New Jersey
$1.38M +$11.1K +24 +0.9%
SPIA
654
Steward Partners Investment Advisory
New York
$1.38M -$51.9K -112 -4%
EWM
655
Evermay Wealth Management
Virginia
$1.38M
SC
656
Stance Capital
Massachusetts
$1.37M +$1.26M +2,730 New
EWA
657
EP Wealth Advisors
California
$1.31M +$640K +1,381 +112%
SC
658
Sepio Capital
Utah
$1.3M -$16.7K -36 -1%
RSWM
659
Robertson Stephens Wealth Management
California
$1.3M +$400K +864 +50%
BBA
660
Baader Bank Aktiengesellschaft
Germany
$1.3M +$147K +318 +14%
KFI
661
Key Financial Inc
Pennsylvania
$1.29M
WTA
662
Washington Trust Advisors
Massachusetts
$1.28M
CP
663
CenterBook Partners
Connecticut
$1.28M -$7.03M -15,175 -86%
ST
664
Smithfield Trust
Pennsylvania
$1.27M
AIM
665
Anchor Investment Management
South Carolina
$1.27M +$2.78K +6 +0.2%
GCM
666
Genus Capital Management
British Columbia, Canada
$1.27M -$220K -476 -16%
BG
667
Bahl & Gaynor
Ohio
$1.26M
PMAM
668
Picton Mahoney Asset Management
Ontario, Canada
$1.26M -$37.1K -80 -3%
RAM
669
Redmond Asset Management
Virginia
$1.24M -$4.17K -9 -0.4%
HA
670
HHLR Advisors
Cayman Islands
$1.24M -$74.6K -161 -6%
LA
671
LVW Advisors
New York
$1.23M +$56K +121 +5%
CAM
672
Cresset Asset Management
Illinois
$1.23M -$560K -1,210 -33%
GI
673
GAMMA Investing
California
$1.22M +$332K +716 +42%
DAS
674
Diversify Advisory Services
Utah
$1.2M +$597K +1,289 +123%
AIM
675
Avanda Investment Management
Singapore
$1.2M -$92.6K -200 -8%

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.