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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 %
SHJ
1026
Sharkey, Howes & Javer
Colorado
$267K -$2.51K -5 -0.9%
PWM
1027
Prosperity Wealth Management
California
$267K – – –
CFP
1028
Catalyst Financial Partners
Massachusetts
$267K +$28.1K +56 +12%
PWP
1029
Principle Wealth Partners
Connecticut
$266K +$502 +1 +0.2%
WF
1030
Wayfinding Financial
Washington
$265K -$23.4K -45 -8%
RIM
1031
Reliant Investment Management
Tennessee
$265K – – –
EH
1032
Equitable Holdings
New York
$264K -$573K -1,143 -68%
HI
1033
Harbour Investments
Wisconsin
$263K +$21.6K +43 +9%
WCP
1034
Wick Capital Partners
Pennsylvania
$262K +$174K +1,000 +196%
QIM
1035
Quantitative Investment Management
Virginia
$261K +$261K +521 New
BJL
1036
Brighton Jones LLC
Washington
$260K +$260K +519 New
AHL
1037
Abel Hall LLC
Louisiana
$260K +$8.03K +16 +3%
HC
1038
Hamilton Capital
Ohio
$260K -$68.2K -136 -21%
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$259K +$65.2K +130 +34%
GCP
1040
GSA Capital Partners
United Kingdom
$259K +$259K +516 New
HW
1041
Hancock Whitney
Mississippi
$258K +$258K +514 New
ACG
1042
Allen Capital Group
Nebraska
$256K -$18.1K -36 -7%
VFG
1043
Victory Financial Group
Texas
$255K +$16.1K +32 +7%
ACI
1044
Alpha Cubed Investments
California
$254K -$2.01K -4 -0.8%
TWA
1045
TCI Wealth Advisors
Arizona
$253K +$2.51K +5 +1%
CFO
1046
CVA Family Office
Colorado
$253K +$3.01K +6 +1%
VA
1047
Valmark Advisers
Ohio
$252K -$5.02K -10 -2%
SIM
1048
Sentry Investment Management
Wisconsin
$252K – – –
DOA
1049
D'Orazio & Associates
Virginia
$252K -$13K -26 -5%
GPA
1050
Garrison Point Advisors
California
$251K – – –
40 41
42
43 44