We are live on ! Find out more

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
CTC
676
Central Trust Company
Missouri
$1.47M +$100K +205 +8%
BAM
677
Belpointe Asset Management
Nevada
$1.47M +$1.4M +2,878 New
SC
678
Stance Capital
Massachusetts
$1.47M +$122K +250 +10%
CCG
679
Cypress Capital Group
Florida
$1.46M -$87.8K -180 -6%
AWP
680
Accretive Wealth Partners
New Jersey
$1.43M -$3.9K -8 -0.3%
MG
681
Marex Group
$1.43M +$1.08M +2,223 +383%
AA
682
Advisory Alpha
Michigan
$1.43M +$141K +289 +12%
MWM
683
MOKAN Wealth Management
Kansas
$1.41M +$1.35M +2,769 New
SC
684
Syon Capital
California
$1.41M +$237K +485 +21%
HBT
685
Hills Bank & Trust
Iowa
$1.41M -$18.5K -38 -1%
EWM
686
Evermay Wealth Management
Virginia
$1.4M
PPA
687
Pilgrim Partners Asia
Singapore
$1.4M -$327K -670 -20%
WPC
688
Wedmont Private Capital
Pennsylvania
$1.39M +$54.2K +111 +4%
AFCM
689
Applied Finance Capital Management
Puerto Rico
$1.38M +$192K +394 +17%
IAA
690
Independent Advisor Alliance
North Carolina
$1.35M -$77.6K -159 -6%
CG
691
Cynosure Group
Utah
$1.34M +$443K +909 +53%
GI
692
GAMMA Investing
California
$1.34M -$162K -333 -11%
A
693
AlphaQuest
New York
$1.34M +$54.6K +112 +4%
LA
694
LVW Advisors
New York
$1.33M +$79.5K +163 +7%
RSWM
695
Robertson Stephens Wealth Management
California
$1.33M +$9.27K +19 +0.7%
KFI
696
Key Financial Inc
Pennsylvania
$1.31M -$1.95K -4 -0.2%
WTA
697
Washington Trust Advisors
Massachusetts
$1.31M -$59K -121 -5%
ST
698
Smithfield Trust
Pennsylvania
$1.3M +$4.39K +9 +0.4%
AIM
699
Anchor Investment Management
South Carolina
$1.3M
WA
700
Waverly Advisors
Alabama
$1.29M +$852K +1,747 +222%