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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
FTWA
776
Fifth Third Wealth Advisors
Ohio
$760K -$21.8K -47 -3%
BDA
777
Borer Denton & Associates
Pennsylvania
$755K
EWM
778
Evercore Wealth Management
New York
$754K
MC
779
Machina Capital
France
$751K -$1.62M -3,507 -70%
PAMG
780
Patton Albertson Miller Group
Tennessee
$744K
FCM
781
Fortis Capital Management
Washington
$741K -$2.18M -4,707 -76%
ILI
782
Invesco LLC (Illinois)
Illinois
$737K +$106K +228 +18%
EI
783
Ellevest Inc
New York
$737K -$51.9K -112 -7%
NA
784
NewEdge Advisors
Louisiana
$736K +$39.8K +86 +6%
BAM
785
Brave Asset Management
New Jersey
$734K
AAM
786
Advisors Asset Management
Colorado
$734K +$678K +1,463 New
AIP
787
Ameritas Investment Partners
Nebraska
$732K -$6.95K -15 -1%
HNB
788
Hilltop National Bank
Wyoming
$730K +$674K +1,456 New
SI
789
Seeds Investor
New York
$720K -$53.7K -116 -7%
VWM
790
Venturi Wealth Management
Texas
$718K -$106K -228 -14%
MA
791
Mutual Advisors
Nebraska
$708K +$280K +605 +78%
CWM
792
Circle Wealth Management
New Jersey
$708K -$17.1K -37 -3%
OWM
793
Opes Wealth Management
California
$707K -$1.85K -4 -0.3%
AAM
794
Azzad Asset Management
Virginia
$707K -$7.41K -16 -1%
ACM
795
Argyle Capital Management
Pennsylvania
$702K
WBC
796
Westpac Banking Corp
Australia
$701K -$5.09K -11 -0.8%
CPW
797
Crestmont Private Wealth
Texas
$699K +$50.5K +109 +8%
SG
798
Sienna Gestion
France
$693K
JWCA
799
J.W. Cole Advisors
Florida
$693K +$17.1K +37 +3%
HTC
800
Haverford Trust Company
Pennsylvania
$686K +$69K +149 +12%

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.