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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 %
FIM
801
Freedom Investment Management
Connecticut
$641K -$501 -1 -0.1%
MCM
802
Mattern Capital Management
Colorado
$636K +$62.7K +125 +11%
PA
803
PFG Advisors
Arizona
$636K +$251K +500 +65%
MAG
804
Mayfair Advisory Group
Alabama
$632K +$1.55K +3 +0.2%
PHAM
805
Palisades Hudson Asset Management
Florida
$631K – – –
CWM
806
Chronos Wealth Management
Florida
$627K -$25.1K -50 -4%
AFG
807
Atomi Financial Group
New York
$627K +$15.6K +31 +3%
SPS
808
Susquehanna Portfolio Strategies
Pennsylvania
$626K -$477K -951 -43%
AWA
809
Aaron Wealth Advisors
Illinois
$624K +$19.6K +39 +3%
ACM
810
Andina Capital Management
Utah
$620K +$10K +20 +2%
CI
811
CX Institutional
Indiana
$620K +$79.8K +159 +15%
SPC
812
Spirepoint Private Client
Florida
$611K +$20.6K +41 +3%
BHWM
813
Bar Harbor Wealth Management
New Hampshire
$607K -$48.2K -96 -7%
Fayez Sarofim & Co
814
Fayez Sarofim & Co
Texas
$602K – – –
LCWP
815
Legacy Capital Wealth Partners
Arkansas
$601K -$16.1K -32 -3%
Empower Advisory Group
816
Empower Advisory Group
Colorado
$601K -$35.6K -71 -6%
PEA
817
Park Edge Advisors
Ohio
$597K – – –
SF
818
Synovus Financial
Georgia
$588K -$13.5K -27 -2%
SW
819
SVB Wealth
Massachusetts
$586K +$586K +1,169 New
I
820
InceptionR
California
$585K +$585K +1,167 New
CA
821
Cornerstone Advisory
Maryland
$585K -$1.51K -3 -0.3%
CSI
822
Cross Staff Investments
New York
$583K – – –
BI
823
BlueSpruce Investments
Illinois
$583K +$583K +1,162 New
SAM
824
Silvercrest Asset Management
New York
$581K +$7.02K +14 +1%
LPT
825
Legacy Private Trust
Wisconsin
$577K -$5.02K -10 -0.9%
31 32
33
34 35