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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 %
C
951
Certuity
Florida
$352K -$7.53K -15 -2%
HWA
952
HCR Wealth Advisors
California
$352K – – –
PFA
953
Plotkin Financial Advisors
Maryland
$352K +$12.5K +25 +4%
ITFISA
954
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K – – –
RIL
955
Rothschild Investment LLC
Illinois
$351K +$8.03K +16 +2%
DIM
956
Delta Investment Management
California
$350K -$81.8K -163 -19%
BFO
957
Boston Family Office
Massachusetts
$349K +$60.2K +120 +21%
GLA
958
Great Lakes Advisors
Illinois
$349K +$21.1K +42 +6%
KP
959
Keel Point
Alabama
$348K +$4.51K +9 +1%
RHJA
960
Rice Hall James & Associates
California
$347K +$39.1K +78 +13%
SIC
961
Salem Investment Counselors
North Carolina
$345K +$184K +366 +114%
QWP
962
Quotient Wealth Partners
Texas
$343K +$44.7K +89 +15%
MTC
963
Matrix Trust Company
Colorado
$342K +$97.8K +195 +40%
LAM
964
L2 Asset Management
Massachusetts
$342K +$16.6K +33 +5%
AF
965
Atala Financial
California
$340K – – –
FFG
966
Fiduciary Financial Group
California
$337K +$337K +670 New
PWPS
967
Pinnacle Wealth Planning Services
Ohio
$336K -$46.6K -93 -12%
FFM
968
Forum Financial Management
Illinois
$336K -$41.1K -82 -11%
SI
969
Stephens Inc
Arkansas
$335K +$335K +667 New
BWP
970
Baldwin Wealth Partners
Massachusetts
$330K – – –
GWM
971
Geneos Wealth Management
Colorado
$329K -$377K -752 -53%
LSA
972
Lion Street Advisors
Texas
$329K +$18.6K +37 +6%
CAM
973
Cypress Asset Management
Texas
$327K +$12.5K +25 +4%
CI
974
Cherokee Insurance
Michigan
$326K – – –
CCA
975
Childress Capital Advisors
Texas
$323K +$17.1K +34 +6%
37 38
39
40 41