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1,300 hedge funds and large institutions have $78.2B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 442 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 64

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

8% more funds holding

Funds holding: 1,2041,300 (+96)

0.79% more ownership

Funds ownership: 90.35%91.14% (+0.79%)

1% more capital invested

Capital invested by funds: $77.7B → $78.2B (+$437M)

0% more call options, than puts

Call options by funds: $117M | Put options by funds: $117M

1% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 447

Holders
1,300
Holders Change
+96
Holders Change %
+7.97%
% of All Funds
17.12%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
184
Increased
442
Reduced
447
Closed
64
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
1001
Resolute Wealth Strategies
Mississippi
$284K
WKSWA
1002
White Knight Strategic Wealth Advisors
New Jersey
$284K +$286K +600 New
FNBTCON
1003
First National Bank & Trust Co of Newtown
Pennsylvania
$284K
WS
1004
Wedbush Securities
California
$283K +$285K +597 New
ATPW
1005
Ashton Thomas Private Wealth
Arizona
$283K +$285K +597 New
WP
1006
WMS Partners
Maryland
$282K +$284K +595 New
NRD
1007
Nebula Research & Development
New York
$282K +$60.1K +126 +27%
SS
1008
SBI Securities
Japan
$281K +$283K +594 New
LAM
1009
L2 Asset Management
Massachusetts
$281K -$62K -130 -18%
LHC
1010
Little House Capital
Massachusetts
$280K -$11.9K -25 -4%
SLG
1011
Stanley-Laman Group
Pennsylvania
$276K -$955 -2 -0.3%
KCM
1012
Kathmere Capital Management
Pennsylvania
$275K -$3.82K -8 -1%
DZ Bank
1013
DZ Bank
Germany
$275K +$255K +534 +1,161%
JEST
1014
JTC Employer Solutions Trustee
Jersey
$274K
TWP
1015
Tyche Wealth Partners
Texas
$273K +$477 +1 +0.2%
BFO
1016
Boston Family Office
Massachusetts
$273K +$47.7K +100 +21%
OFP
1017
OLIO Financial Planning
Virginia
$272K -$740K -1,550 -73%
DO
1018
denkapparat Operations
Germany
$272K +$274K +574 New
DC
1019
Diametric Capital
Massachusetts
$267K +$269K +564 New
TPI
1020
Trust Point Inc
Wisconsin
$267K +$18.6K +39 +7%
CCIA
1021
Campbell & Co Investment Adviser
Maryland
$266K -$5.51M -11,543 -95%
WF
1022
Wayfinding Financial
Washington
$266K +$269K +563 New
SWP
1023
Stratos Wealth Partners
Ohio
$265K -$955 -2 -0.4%
RS
1024
R Squared
Hong Kong
$265K +$267K +560 New
HFM
1025
Harvest Fund Management
China
$265K

MCO Hedge Fund Activity: Q4 2024 in Review

1,300 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2024, worth a combined $78.2B — up 0.56% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new MCO positions and 64 closed out — a net gain of 120 holders — while 442 added to existing stakes and 447 trimmed.

The largest buyer was BlackRock, adding an estimated $430M. The largest seller was Baillie Gifford & Co, cutting an estimated $593M.

  • 1,300 institutional investors held Moody's (MCO) as of Q4 2024, up from 1,204 in Q3 2024.
  • Funds reported $78.2B of Moody's stock for Q4 2024, up 0.56% quarter-over-quarter.
  • 184 funds opened new Moody's positions in Q4 2024 and 64 closed out, a net change of +120 holders.
  • The largest Moody's buyer in Q4 2024 was BlackRock, an estimated $430M added.
  • The largest Moody's seller in Q4 2024 was Baillie Gifford & Co, an estimated $593M sold.

Based on aggregated 13F filings for Q4 2024.