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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 %
ZBNA
1126
Zions Bancorporation, National Association
Utah
$180K +$81.3K +162 +83%
MME
1127
Meag Munich Ergo
Germany
$178K -$2.36M -4,701 -93%
CH
1128
Cromwell Holdings
Wyoming
$172K -$64.2K -128 -27%
SC
1129
SouthState Corp
Florida
$168K -$54.2K -108 -24%
CA
1130
CoreCap Advisors
Michigan
$155K -$14K -28 -8%
CSPIA
1131
Cary Street Partners Investment Advisory
Virginia
$155K +$26.1K +52 +20%
BCM
1132
Berbice Capital Management
New York
$150K – – –
EB
1133
Eastern Bank
Massachusetts
$148K – – –
PTC
1134
Private Trust Company
Ohio
$144K -$78.7K -157 -35%
WA
1135
WPG Advisers
Maryland
$144K -$3.01K -6 -2%
JFA
1136
JNBA Financial Advisors
Minnesota
$138K – – –
AF
1137
Advisornet Financial
Minnesota
$137K +$3.51K +7 +3%
YAL
1138
Your Advocates Ltd
Texas
$127K – – –
BC
1139
Bayforest Capital
United Kingdom
$123K +$123K +245 New
NSIM
1140
North Star Investment Management
Illinois
$120K -$2.01K -4 -2%
SIS
1141
Sound Income Strategies
Florida
$119K +$1K +2 +0.9%
NAAA
1142
New Age Alpha Advisors
New York
$116K -$2.01K -4 -2%
CVM
1143
Cheviot Value Management
California
$113K – – –
DJSG
1144
D.J. St. Germain
Massachusetts
$112K +$47.1K +94 +72%
TFIPS
1145
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K +$30.1K +60 +40%
EPW
1146
Evergreen Private Wealth
Colorado
$101K -$29.1K -58 -22%
MLA
1147
MB, Levis & Associates
Pennsylvania
$100K – – –
RMC
1148
Resources Management Corp
Connecticut
$100K – – –
BOJHT
1149
Bank of Jackson Hole Trust
Wyoming
$99.8K +$99.8K +199 New
BCP
1150
BSN Capital Partners
United Kingdom
$99.8K +$99.8K +208 New
44 45
46
47 48