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Moody's

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCB
1176
Saudi Central Bank
Saudi Arabia
$29.8K +$29.8K +64 New
FMP
1177
Financial Management Professionals
Texas
$28.4K +$1.86K +4 +7%
MSWA
1178
Marshall & Sterling Wealth Advisors
New York
$28K +$28K +60 New
NC
1179
NewSquare Capital
Pennsylvania
$27.5K +$22.4K +48 +436%
CPBTD
1180
Central Pacific Bank - Trust Division
Hawaii
$26.1K +$8.38K +18 +47%
BWL
1181
Bogart Wealth LLC
Virginia
$25.6K -$1.4K -3 -5%
WWM
1182
Wolff Wiese Magana
California
$25.6K +$23.3K +50 +1,000%
RFG
1183
REAP Financial Group
Texas
$23.1K +$8.79K +19 +61%
ADL
1184
Asset Dedication LLC
California
$22.8K -$17.2K -37 -43%
RS
1185
Rakuten Securities
Japan
$22.4K +$931 +2 +4%
RTC
1186
Riverview Trust Company
Washington
$21K -$1.86K -4 -8%
OC
1187
Oakworth Capital
Alabama
$21K
OP
1188
ORG Partners
Indiana
$20.6K +$20.6K +44 New
QL
1189
Quarry LP
New York
$20.5K +$20.5K +44 New
AEPWM
1190
Atlantic Edge Private Wealth Management
Florida
$20K +$20K +43 New
PCTC
1191
Perkins Coie Trust Company
Washington
$19.1K +$19.1K +41 New
KIM
1192
Kestra Investment Management
Texas
$18.6K -$70.3K -151 -79%
PWMG
1193
Private Wealth Management Group
New Jersey
$18.2K
CTA
1194
Colonial Trust Advisors
South Carolina
$17.8K
CT
1195
Clearstead Trust
Maine
$17.7K
BCM
1196
Bares Capital Management
Texas
$15.8K +$15.8K +34 New
GFPC
1197
Global Financial Private Client
Florida
$14.9K +$2.33K +5 +19%
FFO
1198
Fortitude Family Office
Arizona
$14.4K
SO
1199
Sierra Ocean
California
$13.1K -$466 -1 -3%
MFT
1200
Moisand Fitzgerald Tamayo
Florida
$13K