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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
CAM
801
Chou Associates Management
Ontario, Canada
$766K -$2.15M -4,399 -75%
CI
802
Cigna Investments
Connecticut
$764K -$6.83K -14 -0.9%
OIA
803
OneDigital Investment Advisors
Kansas
$760K -$135K -276 -16%
AG
804
Ascent Group
Virginia
$753K -$16.1K -33 -2%
BCWM
805
Bartlett & Co Wealth Management
Ohio
$748K -$78.6K -161 -10%
BAM
806
Brave Asset Management
New Jersey
$747K
AAM
807
Azzad Asset Management
Virginia
$744K +$22.4K +46 +3%
HNB
808
Hilltop National Bank
Wyoming
$741K -$2.44K -5 -0.3%
CRWM
809
Castle Rock Wealth Management
California
$738K +$976 +2 +0.1%
MA
810
Mutual Advisors
Nebraska
$736K -$21.5K -44 -3%
JWCA
811
J.W. Cole Advisors
Florida
$733K +$24.4K +50 +3%
WBC
812
Westpac Banking Corp
Australia
$727K -$2.44K -5 -0.4%
WG
813
Wellington Group
Indiana
$723K +$691K +1,416 New
ECM
814
Evergreen Capital Management
Washington
$722K -$394K -807 -36%
SI
815
Seeds Investor
New York
$722K -$10.7K -22 -2%
DAS
816
Diversify Advisory Services
Utah
$722K -$180K -368 -22%
OWM
817
Opes Wealth Management
California
$720K
FFO
818
Fiduciary Family Office
Florida
$719K -$148K -304 -18%
DCU
819
Dara Capital US
Florida
$719K +$687K +1,408 New
ACM
820
Argyle Capital Management
Pennsylvania
$715K
FCM
821
Fortis Capital Management
Washington
$710K -$22K -45 -3%
FTWA
822
Fifth Third Wealth Advisors
Ohio
$703K -$51.2K -105 -7%
PAMG
823
Patton Albertson Miller Group
Tennessee
$702K
PCG
824
Prosperity Consulting Group
Maryland
$702K +$26.3K +54 +4%
AIP
825
Ameritas Investment Partners
Nebraska
$701K -$16.1K -33 -2%