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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
MA
51
Marshfield Associates
District of Columbia
$259M +$980K +2,115 +0.4%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$249M -$6.3M -13,603 -3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$243M +$17M +36,664 +8%
LPPI
54
Local Pensions Partnership Investment
United Kingdom
$234M -$8.38M -18,100 -4%
CCM
55
Cantillon Capital Management
New York
$224M -$6.01M -12,968 -3%
Brown Advisory
56
Brown Advisory
Maryland
$224M -$107M -231,809 -34%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$216M -$18.5M -39,924 -8%
Franklin Resources
58
Franklin Resources
California
$215M -$53.1M -114,641 -21%
DDC
59
DF Dent & Co
Maryland
$215M -$3.51M -7,579 -2%
CF
60
Canoe Financial
Alberta, Canada
$213M -$10.8M -23,400 -5%
First Trust Advisors
61
First Trust Advisors
Illinois
$212M +$8.94M +19,300 +5%
SP
62
Sarasin & Partners
United Kingdom
$211M -$11.9M -25,731 -6%
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$209M -$3.41M -7,369 -2%
BCF
64
BLS Capital Fondsmaeglerselskab
Denmark
$189M +$33.3M +71,804 +23%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$188M +$927K +2,001 +0.5%
National Pension Service
66
National Pension Service
South Korea
$181M -$37.3M -80,573 -18%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$177M -$23.8M -51,285 -13%
EPFB
68
Employees Provident Fund Board
Malaysia
$176M +$24M +51,851 +17%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$162M -$4.01M -8,655 -3%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$151M +$7.81M +16,862 +6%
Newport Trust Company
71
Newport Trust Company
District of Columbia
$147M -$1.36M -2,933 -1%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$144M +$2.31M +4,989 +2%
Citadel Advisors
73
Citadel Advisors
Florida
$140M +$99.6M +215,037 +333%
Aviva
74
Aviva
United Kingdom
$140M -$28.4M -61,411 -18%
MNA
75
Manning & Napier Advisors
New York
$137M +$25.9M +55,858 +26%

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.