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
Name Holding Trade Value Shares
Change
Shares
Change %
SI
776
Seeds Investor
New York
$720K -$58.2K -116 -7%
VWM
777
Venturi Wealth Management
Texas
$718K -$114K -228 -14%
MA
778
Mutual Advisors
Nebraska
$708K +$310K +605 +78%
CWM
779
Circle Wealth Management
New Jersey
$708K -$18.6K -37 -3%
OWM
780
Opes Wealth Management
California
$707K -$2.01K -4 -0.3%
AAM
781
Azzad Asset Management
Virginia
$707K -$8.03K -16 -1%
ACM
782
Argyle Capital Management
Pennsylvania
$702K
WBC
783
Westpac Banking Corp
Australia
$701K -$5.52K -11 -0.8%
CPW
784
Crestmont Private Wealth
Texas
$699K +$54.7K +109 +8%
SG
785
Sienna Gestion
France
$693K
JWCA
786
J.W. Cole Advisors
Florida
$693K +$18.6K +37 +3%
HTC
787
Haverford Trust Company
Pennsylvania
$686K +$74.7K +149 +12%
CGL
788
Clarius Group LLC
Washington
$685K -$151K -301 -18%
MC
789
Maverick Capital
Texas
$685K
PCP
790
Proficio Capital Partners
Massachusetts
$678K +$24.1K +48 +4%
AA
791
Addison Advisors
Vermont
$678K +$266K +530 +65%
OIA
792
OneDigital Investment Advisors
Kansas
$668K -$22.1K -44 -3%
CCA
793
Checchi Capital Advisers
California
$664K -$7.52K -15 -1%
DP
794
DDD Partners
Washington
$652K -$5.52K -11 -0.8%
PC
795
Promus Capital
Illinois
$651K +$122K +244 +23%
DC
796
DeDora Capital
California
$651K +$14K +28 +2%
FB
797
Fulton Bank
Pennsylvania
$648K -$41.6K -83 -6%
PCG
798
Prosperity Consulting Group
Maryland
$647K -$11.5K -23 -2%
AF
799
Allworth Financial
California
$645K +$101K +201 +19%
LS
800
Livforsakringsbolaget Skandia
Sweden
$642K