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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
17.78%
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 %
DWT
826
Dorsey & Whitney Trust
South Dakota
$575K -$101K -201 -15%
TCOV
827
Trust Company of Vermont
Vermont
$574K – – –
FCP
828
Fidelis Capital Partners
Florida
$563K +$19.7K +38 +4%
HFM
829
Harvest Fund Management
China
$563K -$222K -443 -28%
SIA
830
SkyView Investment Advisors
New Jersey
$560K -$3.99K -8 -0.7%
APG
831
Abacus Planning Group
South Carolina
$558K -$14K -28 -2%
PP
832
PDS Planning
Ohio
$558K +$18.6K +37 +3%
MG
833
Mather Group
Illinois
$555K +$6.52K +13 +1%
WIC
834
Wilkins Investment Counsel
Massachusetts
$552K – – –
VA
835
VestGen Advisors
Illinois
$550K +$10.5K +21 +2%
CA
836
Cache Advisors
California
$550K – – –
BWP
837
BSW Wealth Partners
Colorado
$549K +$5.52K +11 +1%
VEA
838
Virtus ETF Advisers
New York
$546K +$546K +1,089 New
BA
839
Bridgewater Advisors
New York
$537K +$511 +1 +0.1%
CIC
840
Carnegie Investment Counsel
Ohio
$532K +$5.52K +11 +1%
BAM
841
Blueshift Asset Management
New Jersey
$532K +$295K +589 +125%
CI
842
Conning Inc
Connecticut
$531K -$24.1K -48 -4%
HCM
843
Howland Capital Management
Massachusetts
$528K – – –
SWA
844
Stratos Wealth Advisors
Ohio
$523K – – –
NS
845
NBC Securities
Alabama
$522K +$17K +34 +3%
SQA
846
Simon Quick Advisors
New Jersey
$519K +$56.7K +113 +12%
FNBT
847
FineMark National Bank & Trust
Florida
$518K -$130K -260 -20%
WPC
848
White Pine Capital
Minnesota
$518K +$1.51K +3 +0.3%
BFIM
849
Beese Fulmer Investment Management
Ohio
$517K – – –
MOS
850
MGO One Seven
Ohio
$514K +$51.2K +102 +11%
32 33
34
35 36