MCO icon

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 %
MK
701
MASTERINVEST Kapitalanlage
$998K +$998K +1,989 New
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$994K -$35.1K -70 -3%
HH
703
Hilltop Holdings
Texas
$993K +$464K +926 +88%
PA
704
Profund Advisors
Maryland
$985K -$101K -201 -9%
Twin Tree Management
705
Twin Tree Management
Texas
$975K -$3.85M -7,682 -80%
SA
706
SRN Advisors
Pennsylvania
$965K +$25.6K +51 +3%
AWM
707
AE Wealth Management
Kansas
$957K +$295K +588 +45%
Wolverine Trading
708
Wolverine Trading
Illinois
$957K +$957K +1,961 New
WKWM
709
Walter & Keenan Wealth Management
Indiana
$953K +$65.2K +130 +7%
Balyasny Asset Management
710
Balyasny Asset Management
Illinois
$953K +$156K +311 +20%
FHA
711
First Horizon Advisors
Tennessee
$953K +$59.2K +118 +7%
AG
712
Ascent Group
Virginia
$943K +$72.2K +144 +8%
JAFL
713
Jay A. Fishman Ltd
Michigan
$940K – – –
NG
714
Novem Group
New York
$940K -$215K -429 -19%
EFM
715
E Fund Management
China
$936K -$312K -623 -25%
EAM
716
Empirical Asset Management
Massachusetts
$936K +$111K +222 +14%
AMG
717
Asset Management Group
Connecticut
$934K -$168K -335 -15%
RFA
718
Resurgent Financial Advisors
Georgia
$930K +$44.6K +89 +5%
RMCM
719
Reynders McVeigh Capital Management
Massachusetts
$924K +$1K +2 +0.1%
VCA
720
Verdence Capital Advisors
Maryland
$924K +$48.7K +97 +6%
ST
721
Spinnaker Trust
Maine
$923K – – –
VFA
722
Valeo Financial Advisors
Indiana
$922K +$26.6K +53 +3%
CPG
723
Cornerstone Planning Group
New Jersey
$918K +$5.16K +10 +0.6%
LCM
724
Legato Capital Management
California
$914K +$6.02K +12 +0.7%
KLCM
725
KG&L Capital Management
Louisiana
$912K +$87.8K +175 +11%
27 28
29
30 31