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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
VEA
851
Virtus ETF Advisers
New York
$546K
BA
852
Bridgewater Advisors
New York
$537K +$463 +1 +0.1%
CIC
853
Carnegie Investment Counsel
Ohio
$532K +$5.09K +11 +1%
BAM
854
Blueshift Asset Management
New Jersey
$532K +$273K +589 +125%
CI
855
Conning Inc
Connecticut
$531K -$22.2K -48 -4%
HCM
856
Howland Capital Management
Massachusetts
$528K
SWA
857
Stratos Wealth Advisors
Ohio
$523K
NS
858
NBC Securities
Alabama
$522K +$15.7K +34 +3%
FNBT
859
FineMark National Bank & Trust
Florida
$518K -$120K -260 -20%
WPC
860
White Pine Capital
Minnesota
$518K +$1.39K +3 +0.3%
BFIM
861
Beese Fulmer Investment Management
Ohio
$517K
MOS
862
MGO One Seven
Ohio
$514K +$47.2K +102 +11%
BP
863
Broadleaf Partners
Ohio
$512K
MFIM
864
Mesirow Financial Investment Management
Illinois
$508K +$1.85K +4 +0.4%
WA
865
Waverly Advisors
Alabama
$506K +$463 +1 +0.1%
TSS
866
Two Sigma Securities
New York
$503K -$1.35M -2,914 -74%
CAL
867
Capital Advisors Ltd
Ohio
$503K +$463 +1 +0.1%
QPBE
868
Quintet Private Bank (Europe)
Luxembourg
$502K
TBT
869
Texas Bank & Trust
Texas
$502K
EFG
870
Everhart Financial Group
Ohio
$501K +$5.56K +12 +1%
HCM
871
Howard Capital Management
Georgia
$500K +$60.2K +130 +15%
RZH
872
Relyea Zuckerberg Hanson
Connecticut
$498K -$3.24K -7 -0.7%
RA
873
RFG Advisory
Alabama
$495K +$14.8K +32 +3%
GL
874
Graypoint LLC
New York
$495K -$28.7K -62 -6%
PIM
875
Penobscot Investment Management
Massachusetts
$494K

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.