We are live on ! Find out more

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
LAM
976
L2 Asset Management
Massachusetts
$342K +$15.3K +33 +5%
AF
977
Atala Financial
California
$340K
FFG
978
Fiduciary Financial Group
California
$337K +$310K +670 New
PWPS
979
Pinnacle Wealth Planning Services
Ohio
$336K -$43.1K -93 -12%
FFM
980
Forum Financial Management
Illinois
$336K -$38K -82 -11%
SI
981
Stephens Inc
Arkansas
$335K +$309K +667 New
BWP
982
Baldwin Wealth Partners
Massachusetts
$330K
GWM
983
Geneos Wealth Management
Colorado
$329K -$348K -752 -53%
LSA
984
Lion Street Advisors
Texas
$329K +$17.1K +37 +6%
CAM
985
Cypress Asset Management
Texas
$327K +$11.6K +25 +4%
CI
986
Cherokee Insurance
Michigan
$326K
CCA
987
Childress Capital Advisors
Texas
$323K +$15.7K +34 +6%
SC
988
Saybrook Capital
North Carolina
$323K
KCM
989
Kathmere Capital Management
Pennsylvania
$322K -$10.2K -22 -3%
HR
990
Howe & Rusling
New York
$321K +$4.63K +10 +2%
DF
991
Dunhill Financial
United Kingdom
$320K -$463 -1 -0.2%
Group One Trading
992
Group One Trading
Illinois
$320K -$306K -661 -51%
AC
993
Avestar Capital
New York
$319K -$42.6K -92 -13%
FHA
994
Flagship Harbor Advisors
Massachusetts
$317K -$4.17K -9 -1%
WHC
995
Wulff, Hansen & Co
California
$313K +$9.26K +20 +3%
EE
996
EWG Elevate
California
$312K -$4.63K -10 -2%
WS
997
Wedbush Securities
California
$312K -$1.39K -3 -0.5%
NWAG
998
Net Worth Advisory Group
Utah
$312K +$6.02K +13 +2%
BHIA
999
Birch Hill Investment Advisors
Massachusetts
$311K
TLCM
1000
Twin Lakes Capital Management
California
$311K +$463 +1 +0.2%

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.