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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
ACM
1101
Advisors Capital Management
New Jersey
$218K +$201K +435 New
IIM
1102
Ipswich Investment Management
Massachusetts
$218K
CWG
1103
Cornerstone Wealth Group
North Carolina
$218K +$201K +435 New
IPW
1104
Invictus Private Wealth
Colorado
$218K -$67.6K -146 -25%
BSHC
1105
Breed's Hill Capital
Massachusetts
$217K -$463 -1 -0.2%
IP
1106
Ignite Planners
California
$217K +$201K +434 New
VWA
1107
Visionary Wealth Advisors
Illinois
$215K +$199K +429 New
GC
1108
Gilbert & Cook
Iowa
$214K -$1.85K -4 -0.9%
CFG
1109
Cooper Financial Group
California
$212K +$195K +422 New
CBT
1110
Crews Bank & Trust
Florida
$211K
SA
1111
Sovran Advisors
California
$209K +$194K +419 New
SAI
1112
Systematic Alpha Investments
New Jersey
$209K +$193K +416 New
TCWA
1113
Turtle Creek Wealth Advisors
Texas
$209K +$193K +416 New
AT
1114
Arlington Trust
Alabama
$208K
RF
1115
Rossby Financial
Florida
$207K -$5.09K -11 -3%
RWI
1116
Red Wave Investments
Pennsylvania
$207K +$191K +412 New
AWM
1117
Ariadne Wealth Management
California
$206K +$183K +396 New
OL
1118
OneFund LLC
Florida
$206K +$190K +411 New
MLL
1119
Moody Lynn & Lieberson
Massachusetts
$206K +$190K +410 New
AIM
1120
Advyzon Investment Management
Illinois
$205K +$189K +409 New
IWP
1121
Innova Wealth Partners
Pennsylvania
$204K +$189K +407 New
BFA
1122
Beaumont Financial Advisors
Massachusetts
$204K +$189K +407 New
GLAM
1123
Gardner Lewis Asset Management
Pennsylvania
$203K +$188K +405 New
GKWIM
1124
Gerber Kawasaki Wealth & Investment Management
California
$202K +$187K +403 New
SHGA
1125
Sand Hill Global Advisors
California
$202K +$187K +403 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.