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
AHL
1051
Abel Hall LLC
Louisiana
$260K +$7.41K +16 +3%
HC
1052
Hamilton Capital
Ohio
$260K -$63K -136 -21%
PFBT
1053
Parkside Financial Bank & Trust
Missouri
$259K +$60.2K +130 +34%
GCP
1054
GSA Capital Partners
United Kingdom
$259K +$239K +516 New
HW
1055
Hancock Whitney
Mississippi
$258K +$238K +514 New
ACG
1056
Allen Capital Group
Nebraska
$256K -$16.7K -36 -7%
VFG
1057
Victory Financial Group
Texas
$255K +$14.8K +32 +7%
ACI
1058
Alpha Cubed Investments
California
$254K -$1.85K -4 -0.8%
TWA
1059
TCI Wealth Advisors
Arizona
$253K +$2.32K +5 +1%
CFO
1060
CVA Family Office
Colorado
$253K +$2.78K +6 +1%
VA
1061
Valmark Advisers
Ohio
$252K -$4.63K -10 -2%
SIM
1062
Sentry Investment Management
Wisconsin
$252K
DOA
1063
D'Orazio & Associates
Virginia
$252K -$12K -26 -5%
BHBT
1064
Burke & Herbert Bank & Trust
Virginia
$251K
GPA
1065
Garrison Point Advisors
California
$251K
BMCM
1066
Burns Matteson Capital Management
New York
$249K +$2.32K +5 +1%
OCBCO
1067
Oversea-Chinese Banking Corp (OCBC)
Singapore
$249K -$257K -555 -53%
MA
1068
MONECO Advisors
Connecticut
$248K
IC
1069
Iconiq Capital
California
$248K -$136K -293 -37%
LFAS
1070
Level Four Advisory Services
Texas
$245K -$7.87K -17 -3%
RCA
1071
Resonant Capital Advisors
Wisconsin
$245K +$226K +488 New
PSP
1072
Principal Street Partners
Tennessee
$244K +$225K +486 New
SCTC
1073
Sanibel Captiva Trust Company
Florida
$241K
EL
1074
EWA LLC
Pennsylvania
$241K +$1.39K +3 +0.6%
NRC
1075
New Republic Capital
North Carolina
$240K +$222K +479 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.