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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
DBRC
901
D.B. Root & Company
Pennsylvania
$462K +$54.2K +117 +15%
CAM
902
Cozad Asset Management
Illinois
$461K -$69.5K -150 -14%
DWM
903
Dynasty Wealth Management
Florida
$458K +$422K +912 New
KSWA
904
Kathleen S. Wright Associates
Pennsylvania
$457K
AAIS
905
ABN AMRO Investment Solutions
$456K
PCA
906
Pallas Capital Advisors
Massachusetts
$455K +$420K +906 New
CSIC
907
Clifford Swan Investment Counsel
California
$453K +$463 +1 +0.1%
GKFF
908
George Kaiser Family Foundation
Oklahoma
$453K +$140K +302 +50%
PGCM
909
Prescott Group Capital Management
Oklahoma
$453K +$140K +302 +50%
TCM
910
Tributary Capital Management
Nebraska
$446K -$11.6K -25 -3%
SB
911
Sunflower Bank
Texas
$445K -$21.8K -47 -5%
A
912
AlphaQuest
New York
$440K -$974K -2,102 -71%
CNTOF
913
Canandaigua National Trust of Florida
New York
$440K +$406K +877 New
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$438K +$30.6K +66 +8%
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$434K +$27.3K +59 +7%
OWA
916
Outlook Wealth Advisors
Texas
$432K +$463 +1 +0.1%
KCP
917
Kera Capital Partners
California
$432K -$2.78K -6 -0.7%
SCM
918
Shelton Capital Management
Colorado
$431K -$9.26K -20 -2%
BFS
919
Bradley Foster & Sargent
Connecticut
$429K -$13.9K -30 -3%
PCM
920
Penserra Capital Management
California
$428K +$39.4K +85 +11%
4WM
921
4J Wealth Management
Virginia
$427K
BTI
922
Blue Trust Inc
Georgia
$427K +$31K +67 +9%
CP
923
Castleview Partners
Texas
$425K -$7.87K -17 -2%
GVAG
924
Great Valley Advisor Group
Delaware
$425K +$926 +2 +0.2%
WWM
925
Western Wealth Management
Colorado
$424K +$17.6K +38 +5%

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.