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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
CGL
801
Clarius Group LLC
Washington
$685K -$139K -301 -18%
MC
802
Maverick Capital
Texas
$685K
PCP
803
Proficio Capital Partners
Massachusetts
$678K +$22.2K +48 +4%
AA
804
Addison Advisors
Vermont
$678K +$245K +530 +65%
OIA
805
OneDigital Investment Advisors
Kansas
$668K -$20.4K -44 -3%
CCA
806
Checchi Capital Advisers
California
$664K -$6.95K -15 -1%
DP
807
DDD Partners
Washington
$652K -$5.09K -11 -0.8%
PC
808
Promus Capital
Illinois
$651K +$113K +244 +23%
DC
809
DeDora Capital
California
$651K +$13K +28 +2%
FB
810
Fulton Bank
Pennsylvania
$648K -$38.4K -83 -6%
PCG
811
Prosperity Consulting Group
Maryland
$647K -$10.7K -23 -2%
AF
812
Allworth Financial
California
$645K +$93.1K +201 +19%
LS
813
Livforsakringsbolaget Skandia
Sweden
$642K
FIM
814
Freedom Investment Management
Connecticut
$641K -$463 -1 -0.1%
MCM
815
Mattern Capital Management
Colorado
$636K +$57.9K +125 +11%
PA
816
PFG Advisors
Arizona
$636K +$232K +500 +65%
MAG
817
Mayfair Advisory Group
Alabama
$632K +$1.39K +3 +0.2%
PHAM
818
Palisades Hudson Asset Management
Florida
$631K
CWM
819
Chronos Wealth Management
Florida
$627K -$23.2K -50 -4%
AFG
820
Atomi Financial Group
New York
$627K +$14.4K +31 +3%
SPS
821
Susquehanna Portfolio Strategies
Pennsylvania
$626K -$440K -951 -43%
AWA
822
Aaron Wealth Advisors
Illinois
$624K +$18.1K +39 +3%
ACM
823
Andina Capital Management
Utah
$620K +$9.26K +20 +2%
CI
824
CX Institutional
Indiana
$620K +$73.6K +159 +15%
SPC
825
Spirepoint Private Client
Florida
$611K +$19K +41 +3%

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.