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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
WPC
676
Wedmont Private Capital
Pennsylvania
$1.2M -$19.5K -42 -2%
WIA
677
Westbourne Investment Advisors
Maryland
$1.2M -$127K -275 -10%
CAL
678
Capital Analysts LLC
Pennsylvania
$1.2M -$4.63K -10 -0.4%
Impax Asset Management Group
679
Impax Asset Management Group
United Kingdom
$1.19M +$465K +1,003 +73%
PCIA
680
Prime Capital Investment Advisors
Kansas
$1.16M -$198K -428 -16%
BMC
681
Benin Management Corp
Connecticut
$1.15M
HFO
682
Heritage Family Offices
Arizona
$1.14M
SMG
683
Smart Money Group
Texas
$1.13M +$114K +246 +12%
RWP
684
RWA Wealth Partners
Massachusetts
$1.12M
BPA
685
Beacon Pointe Advisors
California
$1.12M +$85.7K +185 +9%
SAM
686
Smartleaf Asset Management
Massachusetts
$1.12M -$121K -262 -10%
PA
687
Promethium Advisors
Maryland
$1.12M +$137K +295 +15%
SF
688
Summit Financial
New Jersey
$1.11M +$207K +446 +25%
GWMR
689
GC Wealth Management RIA
Massachusetts
$1.1M +$595K +1,284 +142%
RCA
690
Roberts Capital Advisors
Colorado
$1.09M
AG
691
AlTi Global
New York
$1.09M +$142K +307 +17%
SCI
692
Stableford Capital II
Arizona
$1.09M +$984K +2,125 New
Fisher Asset Management
693
Fisher Asset Management
Washington
$1.09M +$467K +1,008 +87%
TSWM
694
Triangle Securities Wealth Management
North Carolina
$1.09M -$18.5K -40 -2%
SC
695
Syon Capital
California
$1.08M +$120K +258 +14%
MCM
696
Maple Capital Management
Vermont
$1.08M
JWCA
697
J.W. Coons Advisors
Ohio
$1.07M
AA
698
Advisory Alpha
Michigan
$1.06M +$158K +342 +19%
EAM
699
Eventide Asset Management
Massachusetts
$1.06M +$505K +1,091 +101%
AWS
700
Atria Wealth Solutions
New York
$1.05M -$690K -1,490 -42%

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.