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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 %
CNTOF
901
Canandaigua National Trust of Florida
New York
$440K +$440K +877 New
PWMAG
902
Pinnacle Wealth Management Advisory Group
New Jersey
$438K +$33.1K +66 +8%
FLPIM
903
F.L. Putnam Investment Management
Massachusetts
$434K +$29.6K +59 +7%
OWA
904
Outlook Wealth Advisors
Texas
$432K +$502 +1 +0.1%
KCP
905
Kera Capital Partners
California
$432K -$3.01K -6 -0.7%
SCM
906
Shelton Capital Management
Colorado
$431K -$10K -20 -2%
BFS
907
Bradley Foster & Sargent
Connecticut
$429K -$15K -30 -3%
PCM
908
Penserra Capital Management
California
$428K +$42.5K +85 +11%
4WM
909
4J Wealth Management
Virginia
$427K – – –
BTI
910
Blue Trust Inc
Georgia
$427K +$33.6K +67 +9%
CP
911
Castleview Partners
Texas
$425K -$8.53K -17 -2%
GVAG
912
Great Valley Advisor Group
Delaware
$425K +$1K +2 +0.2%
WWM
913
Western Wealth Management
Colorado
$424K +$19.1K +38 +5%
FPCP
914
Fort Point Capital Partners
California
$418K -$4.51K -9 -1%
ANBT
915
American National Bank & Trust
Texas
$410K – – –
P
916
Pitcairn
Pennsylvania
$408K -$39.1K -78 -9%
CAG
917
Crestwood Advisors Group
Massachusetts
$407K +$86.3K +172 +27%
AA
918
Alta Advisers
United Kingdom
$407K – – –
WIC
919
Woodmont Investment Counsel
Tennessee
$404K +$2.51K +5 +0.6%
VAF
920
Values Added Financial
District of Columbia
$403K +$4.51K +9 +1%
BBP
921
Banco BTG Pactual
Brazil
$401K – – –
FAIM
922
Financial Advocates Investment Management
Washington
$401K -$103K -206 -20%
ATPW
923
Ashton Thomas Private Wealth
Arizona
$400K +$28.6K +57 +8%
MSWM
924
McGlone Suttner Wealth Management
Wisconsin
$400K -$6.02K -12 -1%
GWM
925
GSB Wealth Management
Connecticut
$400K -$3.01K -6 -0.7%
35 36
37
38 39