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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
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$310K
FPAS
1002
Focus Partners Advisor Solutions
Missouri
$310K +$66.2K +143 +30%
MFG
1003
Magnus Financial Group
New York
$307K
EWM
1004
Endowment Wealth Management
Wisconsin
$307K -$8.8K -19 -3%
JSW
1005
Journey Strategic Wealth
New Jersey
$307K +$51.9K +112 +22%
MFC
1006
Morris Financial Concepts
South Carolina
$303K
BWM
1007
Baron Wealth Management
Michigan
$303K +$279K +603 New
IAN
1008
Integrated Advisors Network
Texas
$302K -$31K -67 -10%
CT
1009
Caldwell Trust
Florida
$301K
ECM
1010
EagleClaw Capital Management
Massachusetts
$301K
PFA
1011
Pathway Financial Advisors
Vermont
$301K
RWS
1012
Resolute Wealth Strategies
Mississippi
$301K
FNBTCON
1013
First National Bank & Trust Co of Newtown
Pennsylvania
$301K
EA
1014
Everpar Advisors
Oklahoma
$299K -$14.8K -32 -5%
GS
1015
GTS Securities
New York
$298K -$253K -546 -48%
FAM
1016
Fenimore Asset Management
New York
$297K
LHC
1017
Little House Capital
Massachusetts
$296K
PCP
1018
Panoramic Capital Partners
Oregon
$296K -$6.95K -15 -2%
EFS
1019
Essex Financial Services
Connecticut
$295K -$7.41K -16 -3%
MPM
1020
MBB Public Markets
Illinois
$294K -$61.6K -133 -18%
GRP
1021
Global Retirement Partners
California
$294K +$272K +587 New
DL
1022
DOHJ LLC
Washington
$294K +$316K +682 New
CAM
1023
Claret Asset Management
Quebec, Canada
$291K -$19.9K -43 -7%
SB
1024
Simmons Bank
Arkansas
$290K -$13.9K -30 -5%
JEST
1025
JTC Employer Solutions Trustee
Jersey
$290K

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.