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1,421 hedge funds and large institutions have $83.1B invested in Moody's in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 508 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $144M | Put options by funds: $50.9M

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

8% more capital invested

Capital invested by funds: $77B → $83.1B (+$6.11B)

6% more funds holding

Funds holding: 1,3371,421 (+84)

7% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 475

0.97% more ownership

Funds ownership: 90.31%91.28% (+0.97%)

Holders
1,421
Holders Change
+84
Holders Change %
+6.28%
% of All Funds
17.29%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.69%
New
201
Increased
508
Reduced
475
Closed
90
Calls
$144M
Puts
$50.9M
Net Calls
+$92.9M
Net Calls Change
+$66M
Name Holding Trade Value Shares
Change
Change in
Stake
OIAM
776
OFI Invest Asset Management
France
$867K +$731K +1,498 +567%
ILI
777
Invesco LLC (Illinois)
Illinois
$866K +$12.7K +26 +2%
BWM
778
BAM Wealth Management
Colorado
$865K -$65.9K -135 -7%
PIMG
779
Patriot Investment Management Group
Tennessee
$863K
PA
780
Profund Advisors
Maryland
$859K -$217K -445 -21%
ACA
781
Aptus Capital Advisors
Alabama
$850K +$9.76K +20 +1%
DTC
782
Davidson Trust Company
Washington
$838K -$16.1K -33 -2%
CRC
783
Curi RMB Capital
Illinois
$838K +$488 +1 +0.1%
FCA
784
Fortis Capital Advisors
Kansas
$829K +$792K +1,623 New
AFG
785
Atomi Financial Group
New York
$828K +$152K +312 +24%
CT
786
Chicago Trust
Illinois
$827K -$73.2K -150 -8%
AF
787
Allworth Financial
California
$823K +$95.6K +196 +14%
LWA
788
Lineweaver Wealth Advisors
Ohio
$818K
PCS
789
Personal CFO Solutions
New Jersey
$818K -$9.27K -19 -1%
HP
790
Havemeyer Place
Connecticut
$812K +$776K +1,590 New
DCM
791
Dimension Capital Management
Florida
$810K
CPW
792
Crestmont Private Wealth
Texas
$808K +$18.1K +37 +2%
ATS
793
Ashton Thomas Securities
New York
$805K -$28.8K -59 -4%
SFS
794
Sowell Financial Services
Arkansas
$795K +$1.95K +4 +0.3%
NED
795
Nancy E. Dempze
$792K +$756K +1,550 New
ATC
796
Argent Trust Co
Tennessee
$782K -$23.4K -48 -3%
GWMR
797
GC Wealth Management RIA
Massachusetts
$781K -$870K -1,784 -54%
BDA
798
Borer Denton & Associates
Pennsylvania
$769K
EWM
799
Evercore Wealth Management
New York
$768K
PCM
800
Polymer Capital Management
New York
$768K +$142K +292 +24%