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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
NB
1076
NBT Bank
New York
$240K -$6.95K -15 -3%
WHCFA
1077
William Howard & Co Financial Advisors
Tennessee
$238K
KIM
1078
Kestra Investment Management
Texas
$237K +$202K +436 +1,090%
BWA
1079
Brave Warrior Advisors
New York
$236K
IFG
1080
Independent Financial Group
California
$234K -$463 -1 -0.2%
EFA
1081
Edge Financial Advisors
Illinois
$233K
IA
1082
IFC Advisors
California
$232K -$463 -1 -0.2%
HI
1083
Human Investing
Oregon
$231K
PGFC
1084
Peapack-Gladstone Financial Corp
New Jersey
$231K -$463 -1 -0.2%
GSEP
1085
Golden State Equity Partners
California
$230K -$66.2K -143 -24%
MSE
1086
MUFG Securities EMEA
United Kingdom
$229K +$211K +456 New
GS
1087
GWN Securities
Florida
$228K +$210K +454 New
KA
1088
Klingman & Associates
New York
$227K +$210K +453 New
CCA
1089
Catalyst Capital Advisors
New York
$227K -$34.3K -74 -14%
VCM
1090
Versant Capital Management
Arizona
$226K -$8.34K -18 -4%
FWI
1091
Facet Wealth Inc
Maryland
$226K +$203K +438 New
APA
1092
Astoria Portfolio Advisors
New York
$226K +$204K +440 New
TAM
1093
Tocqueville Asset Management
New York
$226K
CWM
1094
Chesapeake Wealth Management
Virginia
$226K
FIA
1095
Foundations Investment Advisors
Arizona
$226K -$4.63K -10 -2%
GBT
1096
Grove Bank & Trust
Florida
$223K +$5.56K +12 +3%
QC
1097
Quent Capital
New York
$222K +$20.8K +45 +11%
VF
1098
Vest Financial
Virginia
$220K
GWM
1099
Gitterman Wealth Management
New Jersey
$219K +$202K +437 New
TWM
1100
Thrive Wealth Management
Pennsylvania
$219K +$202K +437 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.