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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 %
GWMR
676
GC Wealth Management RIA
Massachusetts
$1.1M +$644K +1,284 +142%
RCA
677
Roberts Capital Advisors
Colorado
$1.09M – – –
AG
678
AlTi Global
New York
$1.09M +$155K +307 +17%
SCI
679
Stableford Capital II
Arizona
$1.09M +$1.09M +2,125 New
Fisher Asset Management
680
Fisher Asset Management
Washington
$1.09M +$506K +1,008 +87%
TSWM
681
Triangle Securities Wealth Management
North Carolina
$1.09M -$20.1K -40 -2%
SC
682
Syon Capital
California
$1.08M +$129K +258 +14%
MCM
683
Maple Capital Management
Vermont
$1.08M – – –
JWCA
684
J.W. Coons Advisors
Ohio
$1.07M – – –
AA
685
Advisory Alpha
Michigan
$1.06M +$172K +342 +19%
EAM
686
Eventide Asset Management
Massachusetts
$1.06M +$533K +1,091 +101%
AWS
687
Atria Wealth Solutions
New York
$1.05M -$747K -1,490 -42%
WPW
688
Waldron Private Wealth
Pennsylvania
$1.05M – – –
LKIM
689
Lawson Kroeker Investment Management
Nebraska
$1.04M – – –
ECM
690
Evergreen Capital Management
Washington
$1.03M +$70.2K +140 +7%
BCM
691
Brookstone Capital Management
Illinois
$1.03M +$197K +392 +24%
SL
692
Sentry LLC
Tennessee
$1.02M – – –
GC
693
Guardian Capital
Ontario, Canada
$1.02M +$217K +432 +27%
KNW
694
Kesler Norman & Wride
Utah
$1.02M +$118K +236 +13%
NP
695
NorthRock Partners
Minnesota
$1.02M +$153K +305 +18%
RA
696
Riversedge Advisors
Delaware
$1.01M +$18.6K +37 +2%
EC
697
Enhancing Capital
Pennsylvania
$1M – – –
TA
698
Tiptree Advisors
New York
$1M +$1M +2,000 New
SCM
699
Stonebridge Capital Management
California
$1M – – –
CIA
700
Choate Investment Advisors
Massachusetts
$998K -$3.01K -6 -0.3%
26 27
28
29 30