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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
EB
1151
Eastern Bank
Massachusetts
$129K
BWA
1152
Basecamp Wealth Advisors
Washington
$127K
JFA
1153
JNBA Financial Advisors
Minnesota
$120K
EP
1154
Essential Partners
California
$120K
CFFP
1155
Center for Financial Planning
Michigan
$118K
AF
1156
Advisornet Financial
Minnesota
$117K
WA
1157
WPG Advisers
Maryland
$116K
SC
1158
SouthState Corp
Florida
$109K
QPBE
1159
Quintet Private Bank (Europe)
Luxembourg
$109K
MIHAS
1160
Maj Invest Holding A/S
Denmark
$107K
SIS
1161
Sound Income Strategies
Florida
$106K
NSIM
1162
North Star Investment Management
Illinois
$106K
WC
1163
Westwind Capital
New Mexico
$103K
TWD
1164
True Wealth Design
Ohio
$99K
CVM
1165
Cheviot Value Management
California
$96K
CM
1166
Capula Management
Cayman Islands
$96K
OCWP
1167
Owl Creek Wealth Partners
Colorado
$94.7K
TLFA
1168
True Link Financial Advisors
California
$94.7K
FAMI
1169
Fideuram Asset Management (Ireland)
$94.4K
CBT
1170
Crews Bank & Trust
Florida
$91.6K
TFIPS
1171
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.6K
BFM
1172
Brooklands Fund Management
United Kingdom
$88.1K
AP
1173
Atwood & Palmer
Missouri
$87.3K
MLA
1174
MB, Levis & Associates
Pennsylvania
$87.3K
TAR
1175
Trask Adam Roland
$87.3K