1,286 hedge funds and large institutions have $77.4B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 434 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.12%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
181
Increased
434
Reduced
446
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
1026
MONECO Advisors
Connecticut
$253K +$36K +76 +17%
LAM
1027
Longboard Asset Management
Arizona
$253K +$253K +534 New
CWM
1028
CMH Wealth Management
New Hampshire
$252K
PWM
1029
Prosperity Wealth Management
California
$252K
CHP
1030
Cable Hill Partners
Oregon
$251K
RIM
1031
Reliant Investment Management
Tennessee
$250K
PWP
1032
Principle Wealth Partners
Connecticut
$249K
ACI
1033
Alpha Cubed Investments
California
$242K -$10.4K -22 -4%
AA
1034
Alta Advisers
United Kingdom
$242K +$5.21K +11 +2%
6F
1035
626 Financial
Michigan
$241K -$109K -230 -31%
WCP
1036
Wick Capital Partners
Pennsylvania
$241K
CAG
1037
Crestwood Advisors Group
Massachusetts
$241K +$31.7K +67 +15%
PCP
1038
Panoramic Capital Partners
Oregon
$240K +$240K +508 New
TFF
1039
The Family Firm
Maryland
$239K +$473 +1 +0.2%
VA
1040
Valmark Advisers
Ohio
$238K +$13.7K +29 +6%
SFG
1041
Shum Financial Group
California
$237K
BHBT
1042
Burke & Herbert Bank & Trust
Virginia
$237K
GPA
1043
Garrison Point Advisors
California
$237K +$237K +500 New
LCS
1044
Levin Capital Strategies
New York
$237K +$237K +500 New
DOA
1045
D'Orazio & Associates
Virginia
$236K +$3.31K +7 +1%
BTWM
1046
Baker Tilly Wealth Management
Wisconsin
$235K +$9.94K +21 +4%
FCM
1047
Fire Capital Management
California
$234K +$234K +495 New
LFAS
1048
Level Four Advisory Services
Texas
$234K -$54.5K -115 -19%
TWA
1049
TCI Wealth Advisors
Arizona
$233K -$1.42K -3 -0.6%
BMCM
1050
Bryn Mawr Capital Management
Pennsylvania
$233K -$37.9K -80 -14%