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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 %
MWM
876
Meridian Wealth Management
Kentucky
$481K +$110K +219 +30%
SAI
877
Savvy Advisors Inc
New York
$480K +$480K +956 New
TBC
878
Ted Buchan & Co
California
$479K – – –
TPWA
879
Twin Peaks Wealth Advisors
California
$478K +$4.65K +9 +1%
HCM
880
Hutner Capital Management
Vermont
$474K – – –
PA
881
Pinnacle Associates
New York
$474K +$33.1K +66 +8%
AWM
882
Accurate Wealth Management
Florida
$474K +$46K +91 +11%
WFI
883
West Family Investments
California
$471K +$132K +264 +39%
AOI
884
Auto-Owners Insurance
Michigan
$468K -$22.2M -44,210 -98%
GLF
885
Groupe la Francaise
France
$464K +$16.5K +33 +4%
PI
886
Pettee Investors
Connecticut
$463K – – –
FCG
887
Fielder Capital Group
Tennessee
$463K -$4.01K -8 -0.9%
MCM
888
Manchester Capital Management
Vermont
$462K +$502 +1 +0.1%
DBRC
889
D.B. Root & Company
Pennsylvania
$462K +$58.7K +117 +15%
CAM
890
Cozad Asset Management
Illinois
$461K -$75.2K -150 -14%
DWM
891
Dynasty Wealth Management
Florida
$458K +$458K +912 New
KSWA
892
Kathleen S. Wright Associates
Pennsylvania
$457K – – –
AAIS
893
ABN AMRO Investment Solutions
$456K – – –
PCA
894
Pallas Capital Advisors
Massachusetts
$455K +$455K +906 New
CSIC
895
Clifford Swan Investment Counsel
California
$453K +$502 +1 +0.1%
GKFF
896
George Kaiser Family Foundation
Oklahoma
$453K +$151K +302 +50%
PGCM
897
Prescott Group Capital Management
Oklahoma
$453K +$151K +302 +50%
TCM
898
Tributary Capital Management
Nebraska
$446K -$12.5K -25 -3%
SB
899
Sunflower Bank
Texas
$445K -$23.6K -47 -5%
A
900
AlphaQuest
New York
$440K -$1.05M -2,102 -71%
34 35
36
37 38