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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 %
IFWM
726
Institute for Wealth Management
Colorado
$910K – – –
GCM
727
GKV Capital Management
California
$903K – – –
WT
728
Whittier Trust
California
$902K -$8.53K -17 -0.9%
TAM
729
Trust Asset Management
Texas
$901K – – –
IWC
730
Integrated Wealth Concepts
Massachusetts
$899K +$119K +238 +15%
CF
731
Cantor Fitzgerald
New York
$899K +$899K +1,792 New
OTL
732
Oak Thistle LLC
New York
$895K +$895K +1,784 New
CT
733
Chicago Trust
Illinois
$887K +$887K +1,768 New
DP
734
Dearborn Partners
Illinois
$879K +$575K +1,146 +189%
FFA
735
Farther Finance Advisors
California
$878K -$15K -30 -2%
HNWAG
736
High Net Worth Advisory Group
Florida
$873K -$2.01K -4 -0.2%
PCM
737
Polymer Capital Management
New York
$866K +$866K +1,727 New
AF
738
Aviso Financial
Ontario, Canada
$865K +$138K +276 +19%
SVWAG
739
Sound View Wealth Advisors Group
Georgia
$864K -$30.6K -61 -3%
PIMG
740
Patriot Investment Management Group
Tennessee
$847K – – –
Nomura Holdings
741
Nomura Holdings
Japan
$845K -$1.81M -3,612 -68%
SCP
742
Stamos Capital Partners
California
$840K +$192K +382 +30%
PCS
743
Personal CFO Solutions
New Jersey
$829K – – –
Millennium Management
744
Millennium Management
New York
$826K -$88.8M -177,006 -99%
CRC
745
Curi RMB Capital
Illinois
$823K +$823K +1,642 New
DTC
746
Davidson Trust Company
Washington
$823K – – –
ACA
747
Aptus Capital Advisors
Alabama
$819K -$178K -354 -18%
GEM
748
Global Endowment Management
North Carolina
$815K +$114K +228 +16%
BCWM
749
Bartlett & Co Wealth Management
Ohio
$815K -$502 -1 -0.1%
ATC
750
Argent Trust Co
Tennessee
$811K -$5.02K -10 -0.6%
28 29
30
31 32