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1,421 hedge funds and large institutions have $83.1B invested in Moody's in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 508 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $144M | Put options by funds: $50.9M

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

8% more capital invested

Capital invested by funds: $77B → $83.1B (+$6.11B)

6% more funds holding

Funds holding: 1,3371,421 (+84)

7% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 475

0.97% more ownership

Funds ownership: 90.31%91.28% (+0.97%)

Holders
1,421
Holders Change
+84
Holders Change %
+6.28%
% of All Funds
17.29%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.69%
New
201
Increased
508
Reduced
475
Closed
90
Calls
$144M
Puts
$50.9M
Net Calls
+$92.9M
Net Calls Change
+$66M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
876
Checchi Capital Advisers
California
$567K -$17.1K -35 -3%
CAG
877
Crestwood Advisors Group
Massachusetts
$566K +$80K +164 +17%
PEA
878
Park Edge Advisors
Ohio
$565K
WIC
879
Wilkins Investment Counsel
Massachusetts
$562K
KCM
880
Kathmere Capital Management
Pennsylvania
$560K +$14.6K +30 +3%
KCP
881
Kera Capital Partners
California
$557K +$107K +220 +26%
FMI
882
Frec Markets Inc
California
$555K +$530K +1,086 New
1C
883
111 Capital
France
$554K -$36.6K -75 -6%
CIC
884
Carnegie Investment Counsel
Ohio
$552K +$9.76K +20 +2%
MTC
885
Matrix Trust Company
Colorado
$548K +$51.7K +106 +11%
SW
886
SVB Wealth
Massachusetts
$547K -$35.1K -72 -6%
AWP
887
Abacus Wealth Partners
California
$547K +$522K +1,070 New
BHWM
888
Bar Harbor Wealth Management
New Hampshire
$544K -$70.7K -145 -12%
PP
889
PDS Planning
Ohio
$544K -$45.4K -93 -8%
NSUP
890
NLB Skladi upravljanje premozenja
$543K +$518K +1,062 New
MGIA
891
Moneta Group Investment Advisors
Missouri
$541K -$976 -2 -0.2%
PPWP
892
Premier Path Wealth Partners
New Jersey
$541K +$133K +272 +35%
AWM
893
Aprio Wealth Management
Georgia
$540K +$20.5K +42 +4%
HCM
894
Howland Capital Management
Massachusetts
$538K
CWM
895
Chronos Wealth Management
Florida
$536K -$24.4K -50 -5%
TCWA
896
Turtle Creek Wealth Advisors
Texas
$533K +$80K +164 +19%
SWA
897
Stratos Wealth Advisors
Ohio
$532K
WPC
898
White Pine Capital
Minnesota
$530K -$1.46K -3 -0.3%
SIA
899
SkyView Investment Advisors
New Jersey
$528K
HCM
900
Howard Capital Management
Georgia
$527K +$2.44K +5 +0.5%