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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
17.79%
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 %
SC
976
Saybrook Capital
North Carolina
$323K – – –
KCM
977
Kathmere Capital Management
Pennsylvania
$322K -$11K -22 -3%
HR
978
Howe & Rusling
New York
$321K +$5.02K +10 +2%
DF
979
Dunhill Financial
United Kingdom
$320K -$502 -1 -0.2%
Group One Trading
980
Group One Trading
Illinois
$320K -$332K -661 -51%
AC
981
Avestar Capital
New York
$319K -$46.1K -92 -13%
FHA
982
Flagship Harbor Advisors
Massachusetts
$317K -$4.51K -9 -1%
WHC
983
Wulff, Hansen & Co
California
$313K +$10K +20 +3%
EE
984
EWG Elevate
California
$312K -$5.02K -10 -2%
WS
985
Wedbush Securities
California
$312K -$1.51K -3 -0.5%
NWAG
986
Net Worth Advisory Group
Utah
$312K +$6.52K +13 +2%
BHIA
987
Birch Hill Investment Advisors
Massachusetts
$311K – – –
TLCM
988
Twin Lakes Capital Management
California
$311K +$501 +1 +0.2%
FMLI
989
Fukoku Mutual Life Insurance
Japan
$310K – – –
FPAS
990
Focus Partners Advisor Solutions
Missouri
$310K +$71.4K +143 +30%
MFG
991
Magnus Financial Group
New York
$307K – – –
EWM
992
Endowment Wealth Management
Wisconsin
$307K -$9.53K -19 -3%
JSW
993
Journey Strategic Wealth
New Jersey
$307K +$56.2K +112 +22%
MFC
994
Morris Financial Concepts
South Carolina
$303K – – –
BWM
995
Baron Wealth Management
Michigan
$303K +$303K +603 New
IAN
996
Integrated Advisors Network
Texas
$302K -$33.6K -67 -10%
RWS
997
Resolute Wealth Strategies
Mississippi
$301K – – –
ECM
998
EagleClaw Capital Management
Massachusetts
$301K – – –
PFA
999
Pathway Financial Advisors
Vermont
$301K – – –
FNBTCON
1000
First National Bank & Trust Co of Newtown
Pennsylvania
$301K – – –
38 39
40
41 42