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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
JFA
1151
JNBA Financial Advisors
Minnesota
$138K
AF
1152
Advisornet Financial
Minnesota
$137K +$3.24K +7 +3%
YAL
1153
Your Advocates Ltd
Texas
$127K
BC
1154
Bayforest Capital
United Kingdom
$123K +$113K +245 New
NSIM
1155
North Star Investment Management
Illinois
$120K -$1.85K -4 -2%
SIS
1156
Sound Income Strategies
Florida
$119K +$926 +2 +0.9%
NAAA
1157
New Age Alpha Advisors
New York
$116K -$1.85K -4 -2%
CVM
1158
Cheviot Value Management
California
$113K
DJSG
1159
D.J. St. Germain
Massachusetts
$112K +$43.5K +94 +72%
TFIPS
1160
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K +$27.8K +60 +40%
EPW
1161
Evergreen Private Wealth
Colorado
$101K -$26.9K -58 -22%
MLA
1162
MB, Levis & Associates
Pennsylvania
$100K
RMC
1163
Resources Management Corp
Connecticut
$100K
BOJHT
1164
Bank of Jackson Hole Trust
Wyoming
$99.8K +$92.2K +199 New
BCP
1165
BSN Capital Partners
United Kingdom
$99.8K +$96.3K +208 New
IUHSA
1166
Itau Unibanco Holding S.A.
Brazil
$98.3K -$13.4K -29 -13%
DMBA
1167
Deseret Mutual Benefit Administrators
Utah
$97.3K
OIAM
1168
OFI Invest Asset Management
France
$94.4K +$32.9K +71 +47%
ICM
1169
Islay Capital Management
Texas
$91.8K
QL
1170
Quarry LP
New York
$91.8K +$64.4K +139 +316%
MAM
1171
Morse Asset Management
Connecticut
$91.3K -$35.7K -77 -30%
CMP
1172
Coston McIsaac & Partners
Maine
$90K
MIHAS
1173
Maj Invest Holding A/S
Denmark
$90K
TFM
1174
TFC Financial Management
Massachusetts
$88.8K
AGWCA
1175
Annis Gardner Whiting Capital Advisors
Florida
$87.3K +$13K +28 +19%

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.