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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
JAFL
726
Jay A. Fishman Ltd
Michigan
$940K
NG
727
Novem Group
New York
$940K -$199K -429 -19%
EFM
728
E Fund Management
China
$936K -$289K -623 -25%
EAM
729
Empirical Asset Management
Massachusetts
$936K +$103K +222 +14%
AMG
730
Asset Management Group
Connecticut
$934K -$155K -335 -15%
RFA
731
Resurgent Financial Advisors
Georgia
$930K +$41.2K +89 +5%
VFA
732
Valeo Financial Advisors
Indiana
$929K +$31K +67 +4%
RMCM
733
Reynders McVeigh Capital Management
Massachusetts
$924K +$926 +2 +0.1%
VCA
734
Verdence Capital Advisors
Maryland
$924K +$44.9K +97 +6%
ST
735
Spinnaker Trust
Maine
$923K
CPG
736
Cornerstone Planning Group
New Jersey
$918K +$4.63K +10 +0.6%
LCM
737
Legato Capital Management
California
$914K +$5.56K +12 +0.7%
KLCM
738
KG&L Capital Management
Louisiana
$912K +$81.1K +175 +11%
IFWM
739
Institute for Wealth Management
Colorado
$910K
GCM
740
GKV Capital Management
California
$903K
WT
741
Whittier Trust
California
$902K -$7.87K -17 -0.9%
TAM
742
Trust Asset Management
Texas
$901K
IWC
743
Integrated Wealth Concepts
Massachusetts
$899K +$110K +238 +15%
CF
744
Cantor Fitzgerald
New York
$899K +$830K +1,792 New
OTL
745
Oak Thistle LLC
New York
$895K +$826K +1,784 New
CT
746
Chicago Trust
Illinois
$887K +$819K +1,768 New
DP
747
Dearborn Partners
Illinois
$879K +$531K +1,146 +189%
FFA
748
Farther Finance Advisors
California
$878K -$13.9K -30 -2%
HNWAG
749
High Net Worth Advisory Group
Florida
$873K -$1.85K -4 -0.2%
PCM
750
Polymer Capital Management
New York
$866K +$800K +1,727 New

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.