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Moody's

1,371 hedge funds and large institutions have $70.1B invested in Moody's in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 491 increasing their positions, 510 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 5751 (-6)

14% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 173

16% less capital invested

Capital invested by funds: $83.1B → $70.1B (-$13B)

Holders
1,371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$209M
Puts
$177M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1126
Brave Warrior Advisors
New York
$205K
SHGA
1127
Sand Hill Global Advisors
California
$205K
CCP
1128
Caden Capital Partners
California
$205K
SG
1129
StoneX Group
New York
$205K
ACG
1130
Allen Capital Group
Nebraska
$205K
AC
1131
Allstate Corporation
Illinois
$202K
MFG
1132
Magnus Financial Group
New York
$202K
DMBA
1133
Deseret Mutual Benefit Administrators
Utah
$202K
LFAS
1134
Level Four Advisory Services
Texas
$202K
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$198K
DWM
1136
Dogwood Wealth Management
Kansas
$198K
ZBNA
1137
Zions Bancorporation, National Association
Utah
$198K
ACA
1138
Atlas Capital Advisors
Wyoming
$195K
GBT
1139
Grove Bank & Trust
Florida
$194K
C
1140
Certuity
Florida
$194K
OL
1141
OneFund LLC
Florida
$185K
NB
1142
NBT Bank
New York
$185K
TPWA
1143
Twin Peaks Wealth Advisors
California
$177K
CSPIA
1144
Cary Street Partners Investment Advisory
Virginia
$175K
B
1145
Birchbrook
Maine
$175K
CH
1146
Cromwell Holdings
Wyoming
$158K
CSP
1147
Cary Street Partners
Virginia
$153K
DJSG
1148
D.J. St. Germain
Massachusetts
$147K
CA
1149
CoreCap Advisors
Michigan
$144K
PB
1150
Prosperity Bancshares
Texas
$138K