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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 %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$249M -$6.82M -13,603 -3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$243M +$18.4M +36,664 +8%
CCM
53
Cantillon Capital Management
New York
$224M -$6.5M -12,968 -3%
Brown Advisory
54
Brown Advisory
Maryland
$224M -$116M -231,809 -34%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$216M -$20M -39,924 -8%
Franklin Resources
56
Franklin Resources
California
$215M -$57.5M -114,641 -21%
DDC
57
DF Dent & Co
Maryland
$215M -$3.8M -7,579 -2%
CF
58
Canoe Financial
Alberta, Canada
$213M -$11.7M -23,400 -5%
First Trust Advisors
59
First Trust Advisors
Illinois
$212M +$9.68M +19,300 +5%
SP
60
Sarasin & Partners
United Kingdom
$211M -$12.9M -25,731 -6%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$209M -$3.7M -7,369 -2%
BCF
62
BLS Capital Fondsmaeglerselskab
Denmark
$189M +$36M +71,804 +23%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$188M +$1M +2,001 +0.5%
National Pension Service
64
National Pension Service
South Korea
$181M -$40.4M -80,573 -18%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$177M -$25.7M -51,285 -13%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$162M -$4.34M -8,655 -3%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$151M +$8.46M +16,862 +6%
Newport Trust Company
68
Newport Trust Company
District of Columbia
$147M -$1.47M -2,933 -1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$144M +$2.5M +4,989 +2%
Citadel Advisors
70
Citadel Advisors
Florida
$140M +$108M +215,037 +333%
Aviva
71
Aviva
United Kingdom
$140M -$30.8M -61,411 -18%
MNA
72
Manning & Napier Advisors
New York
$137M +$28M +55,858 +26%
GIM
73
Generation Investment Management
United Kingdom
$136M +$136M +271,074 New
Luther King Capital Management (LKCM)
74
Luther King Capital Management (LKCM)
Texas
$135M -$2.31M -4,596 -2%
HighTower Advisors
75
HighTower Advisors
Illinois
$132M -$1.36M -2,710 -1%
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