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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
FPCP
926
Fort Point Capital Partners
California
$418K -$4.17K -9 -1%
ANBT
927
American National Bank & Trust
Texas
$410K
P
928
Pitcairn
Pennsylvania
$408K -$36.1K -78 -9%
CAG
929
Crestwood Advisors Group
Massachusetts
$407K +$79.7K +172 +27%
AA
930
Alta Advisers
United Kingdom
$407K
WIC
931
Woodmont Investment Counsel
Tennessee
$404K +$2.32K +5 +0.6%
VAF
932
Values Added Financial
District of Columbia
$403K +$4.17K +9 +1%
BBP
933
Banco BTG Pactual
Brazil
$401K
FAIM
934
Financial Advocates Investment Management
Washington
$401K -$95.4K -206 -20%
ATPW
935
Ashton Thomas Private Wealth
Arizona
$400K +$26.4K +57 +8%
MSWM
936
McGlone Suttner Wealth Management
Wisconsin
$400K -$5.56K -12 -1%
GWM
937
GSB Wealth Management
Connecticut
$400K -$2.78K -6 -0.7%
OF
938
Optimize Financial
California
$395K -$1.85K -4 -0.5%
BHCM
939
Brevan Howard Capital Management
Jersey
$393K -$4.18M -9,024 -92%
GWANC
940
Guardian Wealth Advisors (North Carolina)
North Carolina
$392K +$10.2K +22 +3%
FC
941
FORA Capital
Florida
$390K +$360K +778 New
KWM
942
Kingsview Wealth Management
Oregon
$389K -$51.9K -112 -13%
HT
943
Heritage Trust
Oklahoma
$389K
MYAM
944
Meiji Yasuda Asset Management
Japan
$388K -$858K -1,853 -71%
HCMT
945
Highland Capital Management (Tennessee)
Tennessee
$388K
GFP
946
Gryphon Financial Partners
Ohio
$385K +$22.2K +48 +7%
IBOK
947
Independence Bank of Kentucky
Kentucky
$380K
MAM
948
McLean Asset Management
Virginia
$379K +$10.7K +23 +3%
CAM
949
Close Asset Management
United Kingdom
$376K
PPWP
950
Premier Path Wealth Partners
New Jersey
$373K +$139K +300 +68%

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.