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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
AWE
876
Avidian Wealth Enterprises
Texas
$494K +$221K +477 +94%
AWM
877
Aprio Wealth Management
Georgia
$493K +$8.8K +19 +2%
MWM
878
Mission Wealth Management
California
$492K -$41.7K -90 -8%
IMC
879
Investment Management Corporation
Virginia
$491K +$5.09K +11 +1%
LFA
880
Legacy Financial Advisors
Kentucky
$490K -$11.6K -25 -2%
EWA
881
EverSource Wealth Advisors
Alabama
$484K +$111K +239 +33%
SC
882
Shearwater Capital
Colorado
$484K
AWA
883
Arkadios Wealth Advisors
Georgia
$484K +$21.3K +46 +5%
CCWM
884
Correct Capital Wealth Management
Missouri
$484K
HIM
885
Hanlon Investment Management
New Jersey
$482K +$19.9K +43 +5%
MGIA
886
Moneta Group Investment Advisors
Missouri
$482K -$6.02K -13 -1%
BBI
887
Baxter Bros Inc
Connecticut
$481K +$4.63K +10 +1%
MWM
888
Meridian Wealth Management
Kentucky
$481K +$101K +219 +30%
SAI
889
Savvy Advisors Inc
New York
$480K +$443K +956 New
TBC
890
Ted Buchan & Co
California
$479K
TPWA
891
Twin Peaks Wealth Advisors
California
$478K +$4.17K +9 +1%
HCM
892
Hutner Capital Management
Vermont
$474K
PA
893
Pinnacle Associates
New York
$474K +$30.6K +66 +8%
AWM
894
Accurate Wealth Management
Florida
$474K +$42.1K +91 +11%
WFI
895
West Family Investments
California
$471K +$122K +264 +39%
AOI
896
Auto-Owners Insurance
Michigan
$468K -$20.5M -44,210 -98%
GLF
897
Groupe la Francaise
France
$464K +$15.3K +33 +4%
PI
898
Pettee Investors
Connecticut
$463K
FCG
899
Fielder Capital Group
Tennessee
$463K -$3.71K -8 -0.9%
MCM
900
Manchester Capital Management
Vermont
$462K +$463 +1 +0.1%

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.