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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
SMWM
951
Silvia McColl Wealth Management
California
$372K
GIA
952
Gladstone Institutional Advisory
Florida
$370K +$4.63K +10 +1%
BCM
953
Boltwood Capital Management
California
$369K -$9.26K -20 -3%
GIA
954
Guyasuta Investment Advisors
Pennsylvania
$368K
OFP
955
OLIO Financial Planning
Virginia
$366K -$926 -2 -0.3%
BWP
956
Balboa Wealth Partners
Arizona
$363K -$40.3K -87 -11%
FFP
957
FourThought Financial Partners
Florida
$362K
CA
958
Carson Advisory
Georgia
$361K
CWP
959
Cyndeo Wealth Partners
Florida
$360K +$1.85K +4 +0.6%
CGPCS
960
Capital Group Private Client Services
California
$359K
SS
961
SBI Securities
Japan
$358K +$52.8K +114 +19%
JCM
962
J2 Capital Management
Michigan
$358K +$96.3K +208 +41%
C
963
Certuity
Florida
$352K -$6.95K -15 -2%
HWA
964
HCR Wealth Advisors
California
$352K
PFA
965
Plotkin Financial Advisors
Maryland
$352K +$11.6K +25 +4%
ITFISA
966
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K
RIL
967
Rothschild Investment LLC
Illinois
$351K +$7.41K +16 +2%
DIM
968
Delta Investment Management
California
$350K -$75.5K -163 -19%
BFO
969
Boston Family Office
Massachusetts
$349K +$55.6K +120 +21%
GLA
970
Great Lakes Advisors
Illinois
$349K +$19.5K +42 +6%
KP
971
Keel Point
Alabama
$348K +$4.17K +9 +1%
RHJA
972
Rice Hall James & Associates
California
$347K +$36.1K +78 +13%
SIC
973
Salem Investment Counselors
North Carolina
$345K +$170K +366 +114%
QWP
974
Quotient Wealth Partners
Texas
$343K +$41.2K +89 +15%
MTC
975
Matrix Trust Company
Colorado
$342K +$90.3K +195 +40%

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.