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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
AF
751
Aviso Financial
Ontario, Canada
$865K +$128K +276 +19%
SVWAG
752
Sound View Wealth Advisors Group
Georgia
$864K -$28.3K -61 -3%
PIMG
753
Patriot Investment Management Group
Tennessee
$847K
Nomura Holdings
754
Nomura Holdings
Japan
$845K -$1.67M -3,612 -68%
SCP
755
Stamos Capital Partners
California
$840K +$177K +382 +30%
PCS
756
Personal CFO Solutions
New Jersey
$829K
Millennium Management
757
Millennium Management
New York
$826K -$82M -177,006 -99%
CRC
758
Curi RMB Capital
Illinois
$823K +$761K +1,642 New
DTC
759
Davidson Trust Company
Washington
$823K
ACA
760
Aptus Capital Advisors
Alabama
$819K -$164K -354 -18%
GEM
761
Global Endowment Management
North Carolina
$815K +$106K +228 +16%
BCWM
762
Bartlett & Co Wealth Management
Ohio
$815K -$463 -1 -0.1%
ATC
763
Argent Trust Co
Tennessee
$811K -$4.63K -10 -0.6%
DS
764
DRW Securities
Illinois
$810K +$748K +1,614 New
PAM
765
Panagora Asset Management
Massachusetts
$809K -$167K -361 -18%
LWA
766
Lineweaver Wealth Advisors
Ohio
$804K -$208K -448 -22%
DCM
767
Dimension Capital Management
Florida
$796K +$735K +1,586 New
ATS
768
Ashton Thomas Securities
New York
$795K +$5.09K +11 +0.7%
FFO
769
Fiduciary Family Office
Florida
$794K +$733K +1,582 New
SWP
770
Sagespring Wealth Partners
Tennessee
$786K +$196K +424 +37%
Dodge & Cox
771
Dodge & Cox
California
$785K
IAIM
772
International Assets Investment Management
Florida
$780K +$92.2K +199 +15%
CRWM
773
Castle Rock Wealth Management
California
$776K +$926 +2 +0.1%
SFS
774
Sowell Financial Services
Arkansas
$776K +$101K +219 +16%
CI
775
Cigna Investments
Connecticut
$768K -$32.4K -70 -4%

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.