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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 %
EA
1001
Everpar Advisors
Oklahoma
$299K -$16.1K -32 -5%
GS
1002
GTS Securities
New York
$298K -$274K -546 -48%
FAM
1003
Fenimore Asset Management
New York
$297K – – –
LHC
1004
Little House Capital
Massachusetts
$296K – – –
PCP
1005
Panoramic Capital Partners
Oregon
$296K -$7.58K -15 -2%
EFS
1006
Essex Financial Services
Connecticut
$295K -$8.02K -16 -3%
MPM
1007
MBB Public Markets
Illinois
$294K -$66.7K -133 -18%
GRP
1008
Global Retirement Partners
California
$294K +$294K +587 New
DL
1009
DOHJ LLC
Washington
$294K +$294K +682 New
CAM
1010
Claret Asset Management
Quebec, Canada
$291K -$21.5K -43 -7%
SB
1011
Simmons Bank
Arkansas
$290K -$15K -30 -5%
JEST
1012
JTC Employer Solutions Trustee
Jersey
$290K – – –
TWP
1013
Tyche Wealth Partners
Texas
$290K +$501 +1 +0.2%
ACGA
1014
Atlanta Consulting Group Advisors
Georgia
$287K -$52.7K -105 -15%
SWA
1015
Sax Wealth Advisors
New Jersey
$287K +$287K +571 New
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$282K -$15K -30 -5%
EWM
1017
Empirical Wealth Management
Washington
$279K -$159K -316 -36%
BB
1018
Busey Bank
Illinois
$278K -$5.02K -10 -2%
MPW
1019
MASECO Private Wealth
$277K +$277K +553 New
SMA
1020
Sage Mountain Advisors
Georgia
$275K -$18.6K -37 -6%
LCGC
1021
Legacy Capital Group California
California
$274K -$742K -1,480 -73%
ANTB
1022
AMG National Trust Bank
Colorado
$269K +$269K +537 New
BTWM
1023
Baker Tilly Wealth Management
Wisconsin
$269K +$17.1K +34 +7%
SCP
1024
Sivia Capital Partners
California
$267K +$267K +533 New
CWM
1025
CMH Wealth Management
New Hampshire
$267K – – –
39 40
41
42 43