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 %
BHIA
976
Birch Hill Investment Advisors
Massachusetts
$293K
TLCM
977
Twin Lakes Capital Management
California
$293K
QWP
978
Quotient Wealth Partners
Texas
$293K +$12.3K +26 +4%
MFG
979
Magnus Financial Group
New York
$290K
SQA
980
Simon Quick Advisors
New Jersey
$289K +$36.9K +78 +15%
IPW
981
Invictus Private Wealth
Colorado
$289K -$68.2K -144 -19%
CAM
982
Claret Asset Management
Quebec, Canada
$287K +$1.89K +4 +0.7%
SMA
983
Sage Mountain Advisors
Georgia
$287K -$34.6K -73 -11%
EFS
984
Essex Financial Services
Connecticut
$286K -$1.89K -4 -0.7%
WHC
985
Wulff, Hansen & Co
California
$286K -$28.4K -60 -9%
CCA
986
Childress Capital Advisors
Texas
$286K -$3.31K -7 -1%
MFC
987
Morris Financial Concepts
South Carolina
$286K
HWA
988
HCR Wealth Advisors
California
$285K +$947 +2 +0.3%
RWS
989
Resolute Wealth Strategies
Mississippi
$284K
ECM
990
EagleClaw Capital Management
Massachusetts
$284K
PFA
991
Pathway Financial Advisors
Vermont
$284K
WKSWA
992
White Knight Strategic Wealth Advisors
New Jersey
$284K +$284K +600 New
FNBTCON
993
First National Bank & Trust Co of Newtown
Pennsylvania
$284K
WS
994
Wedbush Securities
California
$283K +$283K +597 New
ATPW
995
Ashton Thomas Private Wealth
Arizona
$283K +$283K +597 New
WP
996
WMS Partners
Maryland
$282K +$282K +595 New
NRD
997
Nebula Research & Development
New York
$282K +$59.6K +126 +27%
SS
998
SBI Securities
Japan
$281K +$281K +594 New
LAM
999
L2 Asset Management
Massachusetts
$281K -$61.5K -130 -18%
LHC
1000
Little House Capital
Massachusetts
$280K -$11.8K -25 -4%