We are live on ! Find out more

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
WPW
701
Waldron Private Wealth
Pennsylvania
$1.05M
LKIM
702
Lawson Kroeker Investment Management
Nebraska
$1.04M
ECM
703
Evergreen Capital Management
Washington
$1.03M +$64.8K +140 +7%
BCM
704
Brookstone Capital Management
Illinois
$1.03M +$182K +392 +24%
SL
705
Sentry LLC
Tennessee
$1.02M
GCC
706
Guardian Capital (Canada)
Ontario, Canada
$1.02M +$200K +432 +27%
KNW
707
Kesler Norman & Wride
Utah
$1.02M +$109K +236 +13%
NP
708
NorthRock Partners
Minnesota
$1.02M +$141K +305 +18%
RA
709
Riversedge Advisors
Delaware
$1.01M +$17.1K +37 +2%
EC
710
Enhancing Capital
Pennsylvania
$1M
TA
711
Tiptree Advisors
New York
$1M +$926K +2,000 New
SCM
712
Stonebridge Capital Management
California
$1M
CIA
713
Choate Investment Advisors
Massachusetts
$998K -$2.78K -6 -0.3%
MK
714
MASTERINVEST Kapitalanlage
$998K +$921K +1,989 New
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$994K -$32.4K -70 -3%
HH
716
Hilltop Holdings
Texas
$993K +$429K +926 +88%
PA
717
Profund Advisors
Maryland
$985K -$93.1K -201 -9%
Twin Tree Management
718
Twin Tree Management
Texas
$975K -$3.56M -7,682 -80%
SA
719
SRN Advisors
Pennsylvania
$965K +$23.6K +51 +3%
AWM
720
AE Wealth Management
Kansas
$957K +$272K +588 +45%
Wolverine Trading
721
Wolverine Trading
Illinois
$957K +$908K +1,961 New
WKWM
722
Walter & Keenan Wealth Management
Indiana
$953K +$60.2K +130 +7%
Balyasny Asset Management
723
Balyasny Asset Management
Illinois
$953K +$144K +311 +20%
FHA
724
First Horizon Advisors
Tennessee
$953K +$54.7K +118 +7%
AG
725
Ascent Group
Virginia
$943K +$66.7K +144 +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.