We are live on ! Find out more

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
TWP
1026
Tyche Wealth Partners
Texas
$290K +$463 +1 +0.2%
BI
1027
Ballast Inc
Kentucky
$288K -$18.5K -40 -7%
ACGA
1028
Atlanta Consulting Group Advisors
Georgia
$287K -$48.6K -105 -15%
SWA
1029
Sax Wealth Advisors
New Jersey
$287K +$264K +571 New
MPWT
1030
MassMutual Private Wealth & Trust
Connecticut
$282K -$13.9K -30 -5%
EWM
1031
Empirical Wealth Management
Washington
$279K -$146K -316 -36%
BB
1032
Busey Bank
Illinois
$278K -$4.63K -10 -2%
MPW
1033
MASECO Private Wealth
$277K +$256K +553 New
SMA
1034
Sage Mountain Advisors
Georgia
$275K -$17.1K -37 -6%
LCGC
1035
Legacy Capital Group California
California
$274K -$686K -1,480 -73%
ANTB
1036
AMG National Trust Bank
Colorado
$269K +$249K +537 New
BTWM
1037
Baker Tilly Wealth Management
Wisconsin
$269K +$15.7K +34 +7%
SCP
1038
Sivia Capital Partners
California
$267K +$247K +533 New
CWM
1039
CMH Wealth Management
New Hampshire
$267K
SHJ
1040
Sharkey, Howes & Javer
Colorado
$267K -$2.32K -5 -0.9%
PWM
1041
Prosperity Wealth Management
California
$267K
CFP
1042
Catalyst Financial Partners
Massachusetts
$267K +$25.9K +56 +12%
PWP
1043
Principle Wealth Partners
Connecticut
$266K +$463 +1 +0.2%
WF
1044
Wayfinding Financial
Washington
$265K -$20.8K -45 -8%
RIM
1045
Reliant Investment Management
Tennessee
$265K
EH
1046
Equitable Holdings
New York
$264K -$529K -1,143 -68%
HI
1047
Harbour Investments
Wisconsin
$263K +$19.9K +43 +9%
WCP
1048
Wick Capital Partners
Pennsylvania
$262K +$463K +1,000 +196%
QIM
1049
Quantitative Investment Management
Virginia
$261K +$241K +521 New
BJL
1050
Brighton Jones LLC
Washington
$260K +$240K +519 New

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.