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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 %
BHBT
1051
Burke & Herbert Bank & Trust
Virginia
$251K – – –
BMCM
1052
Burns Matteson Capital Management
New York
$249K +$2.51K +5 +1%
OCBCO
1053
Oversea-Chinese Banking Corp (OCBC)
Singapore
$249K -$278K -555 -53%
MA
1054
MONECO Advisors
Connecticut
$248K – – –
IC
1055
Iconiq Capital
California
$248K -$147K -293 -37%
LFAS
1056
Level Four Advisory Services
Texas
$245K -$8.54K -17 -3%
RCA
1057
Resonant Capital Advisors
Wisconsin
$245K +$245K +488 New
PSP
1058
Principal Street Partners
Tennessee
$244K +$244K +486 New
SCTC
1059
Sanibel Captiva Trust Company
Florida
$241K – – –
EL
1060
EWA LLC
Pennsylvania
$241K +$1.51K +3 +0.6%
NRC
1061
New Republic Capital
North Carolina
$240K +$240K +479 New
NB
1062
NBT Bank
New York
$240K -$7.52K -15 -3%
WHCFA
1063
William Howard & Co Financial Advisors
Tennessee
$238K – – –
KIM
1064
Kestra Investment Management
Texas
$237K +$217K +436 +1,090%
BWA
1065
Brave Warrior Advisors
New York
$236K – – –
EFA
1066
Edge Financial Advisors
Illinois
$233K – – –
IA
1067
IFC Advisors
California
$232K -$502 -1 -0.2%
HI
1068
Human Investing
Oregon
$231K – – –
PGFC
1069
Peapack-Gladstone Financial Corp
New Jersey
$231K -$501 -1 -0.2%
GSEP
1070
Golden State Equity Partners
California
$230K -$71.7K -143 -24%
MSE
1071
MUFG Securities EMEA
United Kingdom
$229K +$229K +456 New
GS
1072
GWN Securities
Florida
$228K +$228K +454 New
KA
1073
Klingman & Associates
New York
$227K +$227K +453 New
CCA
1074
Catalyst Capital Advisors
New York
$227K -$37.1K -74 -14%
VCM
1075
Versant Capital Management
Arizona
$226K -$9.03K -18 -4%
41 42
43
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