1,286 hedge funds and large institutions have $77.4B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 434 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.12%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
181
Increased
434
Reduced
446
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
951
Rothschild Investment LLC
Illinois
$322K
ACGA
952
Atlanta Consulting Group Advisors
Georgia
$321K -$1.42K -3 -0.4%
PFA
953
Plotkin Financial Advisors
Maryland
$320K
WFI
954
West Family Investments
California
$320K -$2.84K -6 -0.9%
AF
955
Atala Financial
California
$317K +$317K +669 New
MC
956
Maverick Capital
Texas
$315K -$1.77M -3,745 -85%
EA
957
Everpar Advisors
Oklahoma
$313K -$12.3K -26 -4%
FMLI
958
Fukoku Mutual Life Insurance
Japan
$312K
HC
959
Hamilton Capital
Ohio
$312K +$8.52K +18 +3%
AFWM
960
AMJ Financial Wealth Management
Virginia
$312K +$312K +659 New
SIM
961
Sentry Investment Management
Wisconsin
$310K -$50.7K -107 -14%
FHA
962
Flagship Harbor Advisors
Massachusetts
$308K +$473 +1 +0.2%
CI
963
Cherokee Insurance
Michigan
$308K +$308K +650 New
Winslow Capital Management
964
Winslow Capital Management
Minnesota
$305K -$31.2K -66 -9%
MOS
965
MGO One Seven
Ohio
$304K +$473 +1 +0.2%
SC
966
Saybrook Capital
North Carolina
$304K
DF
967
Dunhill Financial
United Kingdom
$304K +$3.79K +8 +1%
AWM
968
Accurate Wealth Management
Florida
$303K +$45.3K +100 +18%
EE
969
EWG Elevate
California
$301K +$6.15K +13 +2%
NWAG
970
Net Worth Advisory Group
Utah
$300K -$7.11K -15 -2%
BAM
971
Belpointe Asset Management
Nevada
$297K +$297K +608 New
HR
972
Howe & Rusling
New York
$296K
MWM
973
Meridian Wealth Management
Kentucky
$296K +$86.6K +183 +41%
GLA
974
Great Lakes Advisors
Illinois
$295K -$35K -74 -11%
IC
975
Iconiq Capital
California
$294K +$55.4K +117 +23%