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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 %
RWI
1101
Red Wave Investments
Pennsylvania
$207K +$207K +412 New
AWM
1102
Ariadne Wealth Management
California
$206K +$206K +396 New
OL
1103
OneFund LLC
Florida
$206K +$206K +411 New
MLL
1104
Moody Lynn & Lieberson
Massachusetts
$206K +$206K +410 New
AIM
1105
Advyzon Investment Management
Illinois
$205K +$205K +409 New
IWP
1106
Innova Wealth Partners
Pennsylvania
$204K +$204K +407 New
BFA
1107
Beaumont Financial Advisors
Massachusetts
$204K +$204K +407 New
GLAM
1108
Gardner Lewis Asset Management
Pennsylvania
$203K +$203K +405 New
GKWIM
1109
Gerber Kawasaki Wealth & Investment Management
California
$202K +$202K +403 New
SHGA
1110
Sand Hill Global Advisors
California
$202K +$202K +403 New
SIMG
1111
Sonora Investment Management Group
Arizona
$202K +$202K +402 New
AP
1112
Atwood & Palmer
Missouri
$201K – – –
B
1113
Birchbrook
Maine
$201K – – –
LI
1114
Latash Investments
Alaska
$201K +$201K +400 New
AMIM
1115
Aull & Monroe Investment Management
Alabama
$201K +$201K +400 New
BCM
1116
BTC Capital Management
Iowa
$201K +$201K +400 New
ARG
1117
Advisory Resource Group
Oklahoma
$201K +$201K +400 New
TT
1118
TI-Trust
Illinois
$201K +$201K +400 New
ABLA
1119
Alan B. Lancz & Associates
Ohio
$201K +$201K +400 New
WIA
1120
World Investment Advisors
California
$201K +$201K +400 New
S
1121
SimplyRich
California
$200K +$200K +400 New
LFG
1122
Larson Financial Group
Missouri
$198K +$86.3K +172 +77%
MYIA
1123
Mount Yale Investment Advisors
Colorado
$189K +$189K +377 New
CSP
1124
Cary Street Partners
Virginia
$186K +$2.01K +4 +1%
TPCW
1125
TD Private Client Wealth
New York
$183K -$7.02K -14 -4%
43 44
45
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