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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 %
OF
926
Optimize Financial
California
$395K -$2.01K -4 -0.5%
BHCM
927
Brevan Howard Capital Management
Jersey
$393K -$4.53M -9,024 -92%
GWANC
928
Guardian Wealth Advisors (North Carolina)
North Carolina
$392K +$11K +22 +3%
FC
929
FORA Capital
Florida
$390K +$390K +778 New
KWM
930
Kingsview Wealth Management
Oregon
$389K -$56.2K -112 -13%
HT
931
Heritage Trust
Oklahoma
$389K – – –
MYAM
932
Meiji Yasuda Asset Management
Japan
$388K -$929K -1,853 -71%
HCMT
933
Highland Capital Management (Tennessee)
Tennessee
$388K – – –
GFP
934
Gryphon Financial Partners
Ohio
$385K +$24.1K +48 +7%
IBOK
935
Independence Bank of Kentucky
Kentucky
$380K – – –
MAM
936
McLean Asset Management
Virginia
$379K +$11.4K +23 +3%
CAM
937
Close Asset Management
United Kingdom
$376K – – –
PPWP
938
Premier Path Wealth Partners
New Jersey
$373K +$150K +300 +68%
SMWM
939
Silvia McColl Wealth Management
California
$372K – – –
GIA
940
Gladstone Institutional Advisory
Florida
$370K +$5.02K +10 +1%
BCM
941
Boltwood Capital Management
California
$369K -$10K -20 -3%
GIA
942
Guyasuta Investment Advisors
Pennsylvania
$368K – – –
OFP
943
OLIO Financial Planning
Virginia
$366K -$1K -2 -0.3%
BWP
944
Balboa Wealth Partners
Arizona
$363K -$43.6K -87 -11%
FFP
945
FourThought Financial Partners
Florida
$362K – – –
CA
946
Carson Advisory
Georgia
$361K – – –
CWP
947
Cyndeo Wealth Partners
Florida
$360K +$2.01K +4 +0.6%
CGPCS
948
Capital Group Private Client Services
California
$359K – – –
SS
949
SBI Securities
Japan
$358K +$57.2K +114 +19%
JCM
950
J2 Capital Management
Michigan
$358K +$104K +208 +41%
36 37
38
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