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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 %
DS
751
DRW Securities
Illinois
$810K +$810K +1,614 New
PAM
752
Panagora Asset Management
Massachusetts
$809K -$181K -361 -18%
LWA
753
Lineweaver Wealth Advisors
Ohio
$804K -$225K -448 -22%
DCM
754
Dimension Capital Management
Florida
$796K +$796K +1,586 New
ATS
755
Ashton Thomas Securities
New York
$795K +$5.52K +11 +0.7%
FFO
756
Fiduciary Family Office
Florida
$794K +$794K +1,582 New
SWP
757
Sagespring Wealth Partners
Tennessee
$786K +$213K +424 +37%
Dodge & Cox
758
Dodge & Cox
California
$785K – – –
IAIM
759
International Assets Investment Management
Florida
$780K +$99.8K +199 +15%
CRWM
760
Castle Rock Wealth Management
California
$776K +$1K +2 +0.1%
SFS
761
Sowell Financial Services
Arkansas
$776K +$110K +219 +16%
CI
762
Cigna Investments
Connecticut
$768K -$35.1K -70 -4%
FTWA
763
Fifth Third Wealth Advisors
Ohio
$760K -$23.6K -47 -3%
BDA
764
Borer Denton & Associates
Pennsylvania
$755K – – –
EWM
765
Evercore Wealth Management
New York
$754K – – –
MC
766
Machina Capital
France
$751K -$1.76M -3,507 -70%
PAMG
767
Patton Albertson Miller Group
Tennessee
$744K – – –
FCM
768
Fortis Capital Management
Washington
$741K -$2.36M -4,707 -76%
ILI
769
Invesco LLC (Illinois)
Illinois
$737K +$114K +228 +18%
EI
770
Ellevest Inc
New York
$737K -$56.2K -112 -7%
NA
771
NewEdge Advisors
Louisiana
$736K +$43.1K +86 +6%
BAM
772
Brave Asset Management
New Jersey
$734K – – –
AAM
773
Advisors Asset Management
Colorado
$734K +$734K +1,463 New
AIP
774
Ameritas Investment Partners
Nebraska
$732K -$7.52K -15 -1%
HNB
775
Hilltop National Bank
Wyoming
$730K +$730K +1,456 New
29 30
31
32 33