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Moody's
MCO

1,337 hedge funds and large institutions have $77B invested in Moody's in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 488 increasing their positions, 467 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $128M | Put options by funds: $102M

9% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 101

4% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 467

1% less funds holding

Funds holding: 1,346 → 1,337 (-9)

1.56% less ownership

Funds ownership: 91.87% → 90.31% (-1.6%)

7% less capital invested

Capital invested by funds: $82.9B → $77B (-$5.85B)

17% less funds holding in top 10

Funds holding in top 10: 54 → 45 (-9)

Holders
1,337
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
17.55%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
0.59%
New
110
Increased
488
Reduced
467
Closed
101
Calls
$128M
Puts
$102M
Net Calls
+$26.9M
Net Calls Change
+$21.8M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$369M
2
Citadel Advisors
Citadel Advisors
Florida
+$304M
3
Barclays
Barclays
United Kingdom
+$211M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$174M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$153M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$670M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
3
UBS AM
UBS AM
Illinois
-$245M
4
BlackRock
BlackRock
New York
-$230M
5
First Trust Advisors
First Trust Advisors
Illinois
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
726
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$902K -$50.4K -100 -5%
MFS
727
Mattson Financial Services
Michigan
$898K +$950K +1,885 New
WT
728
Whittier Trust
California
$898K +$26.7K +53 +3%
VFA
729
Valeo Financial Advisors
Indiana
$894K +$12.1K +24 +1%
JAFL
730
Jay A. Fishman Ltd
Michigan
$893K – – –
RMCM
731
Reynders McVeigh Capital Management
Massachusetts
$889K +$11.1K +22 +1%
AMG
732
Asset Management Group
Connecticut
$887K – – –
ST
733
Spinnaker Trust
Maine
$877K – – –
BWM
734
BAM Wealth Management
Colorado
$871K +$921K +1,828 New
LCM
735
Legato Capital Management
California
$868K – – –
DP
736
Dearborn Partners
Illinois
$861K +$27.2K +54 +3%
IWC
737
Integrated Wealth Concepts
Massachusetts
$858K +$4.03K +8 +0.4%
GCM
738
GKV Capital Management
California
$858K – – –
TAM
739
Trust Asset Management
Texas
$856K – – –
CPG
740
Cornerstone Planning Group
New Jersey
$853K +$1.51K +3 +0.2%
CT
741
Chicago Trust
Illinois
$842K – – –
OIA
742
OneDigital Investment Advisors
Kansas
$840K +$218K +432 +32%
MOS
743
MGO One Seven
Ohio
$836K +$368K +731 +71%
PD
744
Point72 (DIFC)
United Arab Emirates
$833K +$881K +1,748 New
AF
745
Aviso Financial
Ontario, Canada
$831K +$10.1K +20 +1%
DAS
746
Diversify Advisory Services
Utah
$830K -$316K -626 -27%
HNWAG
747
High Net Worth Advisory Group
Florida
$829K – – –
IFWM
748
Institute for Wealth Management
Colorado
$825K -$41.8K -83 -5%
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$824K +$4.03K +8 +0.5%
LCM
750
Landscape Capital Management
New Jersey
$820K -$605K -1,201 -41%
28 29
30
31 32

MCO Hedge Fund Activity: Q3 2025 in Review

1,337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2025, worth a combined $77B — down 7.1% from $82.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MCO positions and 101 closed out — a net gain of 9 holders — while 488 added to existing stakes and 467 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $369M. The largest seller was Jennison Associates, cutting an estimated $670M.

  • 1,337 institutional investors held Moody's (MCO) as of Q3 2025, down from 1,346 in Q2 2025.
  • Funds reported $77B of Moody's stock for Q3 2025, down 7.1% quarter-over-quarter.
  • 110 funds opened new Moody's positions in Q3 2025 and 101 closed out, a net change of +9 holders.
  • The largest Moody's buyer in Q3 2025 was Winslow Capital Management, an estimated $369M added.
  • The largest Moody's seller in Q3 2025 was Jennison Associates, an estimated $670M sold.

Based on aggregated 13F filings for Q3 2025.