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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
BHWM
826
Bar Harbor Wealth Management
New Hampshire
$607K -$44.5K -96 -7%
Fayez Sarofim & Co
827
Fayez Sarofim & Co
Texas
$602K
LCWP
828
Legacy Capital Wealth Partners
Arkansas
$601K -$14.8K -32 -3%
Empower Advisory Group
829
Empower Advisory Group
Colorado
$601K -$32.9K -71 -6%
PEA
830
Park Edge Advisors
Ohio
$597K
SF
831
Synovus Financial
Georgia
$588K -$12.5K -27 -2%
SW
832
SVB Wealth
Massachusetts
$586K +$541K +1,169 New
I
833
InceptionR
California
$585K +$541K +1,167 New
CA
834
Cornerstone Advisory
Maryland
$585K -$1.39K -3 -0.3%
CSI
835
Cross Staff Investments
New York
$583K
BI
836
BlueSpruce Investments
Illinois
$583K +$538K +1,162 New
SAM
837
Silvercrest Asset Management
New York
$581K +$6.49K +14 +1%
LPT
838
Legacy Private Trust
Wisconsin
$577K -$4.63K -10 -0.9%
DWT
839
Dorsey & Whitney Trust
South Dakota
$575K -$93.1K -201 -15%
TCOV
840
Trust Company of Vermont
Vermont
$574K
FCP
841
Fidelis Capital Partners
Florida
$563K +$17.6K +38 +4%
HFM
842
Harvest Fund Management
China
$563K -$205K -443 -28%
SIA
843
SkyView Investment Advisors
New Jersey
$560K -$3.71K -8 -0.7%
APG
844
Abacus Planning Group
South Carolina
$558K -$13K -28 -2%
PP
845
PDS Planning
Ohio
$558K +$17.1K +37 +3%
MG
846
Mather Group
Illinois
$555K +$6.02K +13 +1%
WIC
847
Wilkins Investment Counsel
Massachusetts
$552K
VA
848
VestGen Advisors
Illinois
$550K +$9.73K +21 +2%
CA
849
Cache Advisors
California
$550K
BWP
850
BSW Wealth Partners
Colorado
$549K +$5.09K +11 +1%

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.