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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 %
PMFA
1176
Plante Moran Financial Advisors
Michigan
$62.7K – – –
WA
1177
Whipplewood Advisors
Colorado
$61.7K -$70.7K -141 -53%
FMII
1178
Farmers & Merchants Investments Inc
Nebraska
$60.2K – – –
MAM
1179
Meeder Asset Management
Ohio
$60.2K +$6.52K +13 +12%
ACA
1180
Atlas Capital Advisors
Wyoming
$59.2K – – –
GCGDR
1181
Geo Capital Gestora de Recursos
Brazil
$58K – – –
RCM
1182
Raleigh Capital Management
North Carolina
$57.9K -$8.05K -16 -12%
ATC
1183
Advantage Trust Company
Kansas
$57.2K – – –
M
1184
MOTCO
Texas
$56.2K – – –
OAJ
1185
Ogorek Anthony Joseph
New York
$56K +$500 +1 +0.9%
NC
1186
NewSquare Capital
Pennsylvania
$55.2K +$25.6K +51 +86%
PWA
1187
Physician Wealth Advisors
Utah
$53.7K +$13.5K +27 +34%
SC
1188
Solstein Capital
California
$53.7K +$53.7K +107 New
PWAM
1189
Private Wealth Asset Management
Iowa
$53.2K -$4.01K -8 -7%
CSB
1190
City State Bank
Iowa
$53.2K – – –
AA
1191
Ancora Advisors
Ohio
$52.8K -$503 -1 -0.9%
ABWM
1192
Alpine Bank Wealth Management
Colorado
$52.7K – – –
SSG
1193
Summit Securities Group
New York
$52.2K +$52.2K +104 New
AWM
1194
Activest Wealth Management
Florida
$51.7K -$14K -28 -21%
S
1195
Sachetta
Massachusetts
$50.7K +$1.51K +3 +3%
DWM
1196
Darwin Wealth Management
Florida
$50.3K -$29.7K -59 -37%
MCM
1197
MV Capital Management
Maryland
$50.2K +$502 +1 +1%
LC
1198
Lavaca Capital
Texas
$50.2K +$50.2K +100 New
SS
1199
Sunbelt Securities
Texas
$48.8K -$320K -677 -87%
AFG
1200
Albion Financial Group
Utah
$47.7K – – –
46 47
48
49 50