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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 %
IUHSA
1151
Itau Unibanco Holding S.A.
Brazil
$98.3K -$14.5K -29 -13%
DMBA
1152
Deseret Mutual Benefit Administrators
Utah
$97.3K – – –
OIAM
1153
OFI Invest Asset Management
France
$94.4K +$30.3K +71 +47%
ICM
1154
Islay Capital Management
Texas
$91.8K – – –
QL
1155
Quarry LP
New York
$91.8K +$69.7K +139 +316%
MAM
1156
Morse Asset Management
Connecticut
$91.3K -$38.6K -77 -30%
MIHAS
1157
Maj Invest Holding A/S
Denmark
$90K – – –
CMP
1158
Coston McIsaac & Partners
Maine
$90K – – –
TFM
1159
TFC Financial Management
Massachusetts
$88.8K – – –
AGWCA
1160
Annis Gardner Whiting Capital Advisors
Florida
$87.3K +$14K +28 +19%
AUB
1161
Atlantic Union Bankshares
Virginia
$87.1K +$87.1K +174 New
AAS
1162
Ameritas Advisory Services
Nebraska
$86.8K -$153K -306 -64%
EPIM
1163
Evelyn Partners Investment Management
$85.2K -$550K -1,548 -87%
HWM
1164
Hemington Wealth Management
Virginia
$83K +$5.5K +11 +7%
CFFP
1165
Center for Financial Planning
Michigan
$79.3K – – –
SCM
1166
Silvant Capital Management
Georgia
$78.8K – – –
PGAM
1167
Princeton Global Asset Management
New Jersey
$77.2K – – –
IIM
1168
Intact Investment Management
Quebec, Canada
$76.7K +$76.7K +153 New
VFM
1169
Vision Financial Markets
Connecticut
$71.2K +$498 +1 +0.7%
RFG
1170
REAP Financial Group
Texas
$71.1K +$46K +92 +184%
C
1171
Covestor
United Kingdom
$70K +$10.7K +21 +18%
BIA
1172
Bell Investment Advisors
California
$67.2K +$1K +2 +2%
SOW
1173
State of Wyoming
Wyoming
$65.7K +$65.7K +131 New
GIM
1174
Generali Investments Management
Slovenia
$64.1K +$64.1K +128 New
BI
1175
Binnacle Investments
Iowa
$63.2K +$502 +1 +0.8%
45 46
47
48 49