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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 %
FWI
1076
Facet Wealth Inc
Maryland
$226K +$226K +438 New
APA
1077
Astoria Portfolio Advisors
New York
$226K +$226K +440 New
TAM
1078
Tocqueville Asset Management
New York
$226K – – –
CWM
1079
Chesapeake Wealth Management
Virginia
$226K – – –
FIA
1080
Foundations Investment Advisors
Arizona
$226K -$5.01K -10 -2%
GBT
1081
Grove Bank & Trust
Florida
$223K +$6.02K +12 +3%
QC
1082
Quent Capital
New York
$222K +$22.6K +45 +11%
VF
1083
Vest Financial
Virginia
$220K – – –
GWM
1084
Gitterman Wealth Management
New Jersey
$219K +$219K +437 New
TWM
1085
Thrive Wealth Management
Pennsylvania
$219K +$219K +437 New
ACM
1086
Advisors Capital Management
New Jersey
$218K +$218K +435 New
IIM
1087
Ipswich Investment Management
Massachusetts
$218K – – –
CWG
1088
Cornerstone Wealth Group
North Carolina
$218K +$218K +435 New
IPW
1089
Invictus Private Wealth
Colorado
$218K -$73.2K -146 -25%
BSHC
1090
Breed's Hill Capital
Massachusetts
$217K -$502 -1 -0.2%
IP
1091
Ignite Planners
California
$217K +$217K +434 New
VWA
1092
Visionary Wealth Advisors
Illinois
$215K +$215K +429 New
GC
1093
Gilbert & Cook
Iowa
$214K -$2.01K -4 -0.9%
CFG
1094
Cooper Financial Group
California
$212K +$212K +422 New
CBT
1095
Crews Bank & Trust
Florida
$211K – – –
SA
1096
Sovran Advisors
California
$209K +$209K +419 New
TCWA
1097
Turtle Creek Wealth Advisors
Texas
$209K +$209K +416 New
SAI
1098
Systematic Alpha Investments
New Jersey
$209K +$209K +416 New
AT
1099
Arlington Trust
Alabama
$208K – – –
RF
1100
Rossby Financial
Florida
$207K -$5.52K -11 -3%
42 43
44
45 46