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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
GIM
76
Generation Investment Management
United Kingdom
$136M +$126M +271,074 New
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$135M -$2.13M -4,596 -2%
HighTower Advisors
78
HighTower Advisors
Illinois
$132M -$1.26M -2,710 -1%
CIC
79
Chilton Investment Company
Connecticut
$126M +$11.9M +25,660 +11%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$125M -$975K -2,105 -0.8%
Citigroup
81
Citigroup
New York
$124M +$35.4M +76,485 +45%
Raymond James Financial
82
Raymond James Financial
Florida
$122M +$423K +914 +0.4%
SGM
83
Skye Global Management
Florida
$118M
SEI Investments
84
SEI Investments
Pennsylvania
$118M +$48.2M +104,068 +79%
CAM
85
Congress Asset Management
Massachusetts
$113M -$506K -1,092 -0.5%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$111M -$3.35M -7,239 -3%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$111M -$2.36M -5,100 -2%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$110M -$25.6M -55,272 -20%
MG
89
Markel Group
Virginia
$107M
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$105M +$9.85M +21,274 +11%
Corient Private Wealth
91
Corient Private Wealth
Florida
$100M +$43.2M +93,244 +87%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$99.5M -$6.09M -13,155 -6%
Ameriprise
93
Ameriprise
Minnesota
$96.8M -$16.8M -36,337 -16%
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$93.1M -$32.2M -69,532 -27%
Flossbach Von Storch
95
Flossbach Von Storch
Germany
$93M +$2.22M +4,796 +3%
Canada Pension Plan Investment Board
96
Canada Pension Plan Investment Board
Ontario, Canada
$92M +$7.36M +15,898 +9%
Canada Life
97
Canada Life
Manitoba, Canada
$89.2M -$597K -1,289 -0.7%
YL
98
YCG LLC
Texas
$89.1M -$935K -2,018 -1%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$88M +$3.63M +7,833 +5%
JWBC
100
John W. Bristol & Co
New York
$87M -$87.1K -188 -0.1%

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.