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Moody's
MCO

Overview Fund Activity

1,295 hedge funds and large institutions have $75.9B invested in Moody's in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 527 increasing their positions, 414 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
17.59%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
130
Increased
527
Reduced
414
Closed
101
Calls
$117M
Puts
$130M
Net Calls
-$13.5M
Net Calls Change
-$14M

Top Buyers

1
BlackRock
BlackRock
New York
+$596M
2
PAM
PineStone Asset Management
Quebec, Canada
+$260M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$131M
5
Goldman Sachs
Goldman Sachs
New York
+$124M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$321M
2
ACM
AKRE Capital Management
Virginia
-$300M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Citadel Advisors
Citadel Advisors
Florida
-$256M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1151
Binnacle Investments
Iowa
$58.2K +$58.2K +125 New
FMII
1152
Farmers & Merchants Investments Inc
Nebraska
$55.9K -$4.19K -9 -7%
ACA
1153
Atlas Capital Advisors
Wyoming
$55K -$4.66K -10 -8%
GCGDR
1154
Geo Capital Gestora de Recursos
Brazil
$54K -$3.29K -7 -6%
C
1155
Covestor
United Kingdom
$54K +$12K +26 +29%
ATC
1156
Advantage Trust Company
Kansas
$53.1K – – –
PWAM
1157
Private Wealth Asset Management
Iowa
$53.1K +$53.1K +114 New
OAJ
1158
Ogorek Anthony Joseph
New York
$51K +$12.4K +27 +32%
M
1159
MOTCO
Texas
$50.8K +$43.3K +93 +581%
MAM
1160
Meeder Asset Management
Ohio
$49.8K +$28.4K +61 +133%
AA
1161
Ancora Advisors
Ohio
$49.5K – – –
CSB
1162
City State Bank
Iowa
$49.4K – – –
ABWM
1163
Alpine Bank Wealth Management
Colorado
$48.9K +$48.9K +105 New
CWM
1164
Compass Wealth Management
Connecticut
$47.5K – – –
MCM
1165
MV Capital Management
Maryland
$46.1K -$466 -1 -1%
S
1166
Sachetta
Massachusetts
$45.6K -$1.4K -3 -3%
AFG
1167
Albion Financial Group
Utah
$44.2K – – –
RA
1168
Rise Advisors
New York
$41.3K -$1.39K -3 -3%
API
1169
Asset Planning Inc
California
$41.1K – – –
LI
1170
LRI Investments
Florida
$38.7K -$4.2K -9 -10%
PWA
1171
Physician Wealth Advisors
Utah
$37.3K – – –
WPA
1172
West Paces Advisors
Georgia
$34.9K – – –
AWM
1173
Atticus Wealth Management
Florida
$34.9K – – –
GKIM
1174
GW&K Investment Management
Massachusetts
$33K +$3.25K +7 +11%
JWA
1175
JFS Wealth Advisors
Pennsylvania
$32.6K -$466 -1 -1%
45 46
47
48 49