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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
AUB
1176
Atlantic Union Bankshares
Virginia
$87.1K +$80.6K +174 New
AAS
1177
Ameritas Advisory Services
Nebraska
$86.8K -$142K -306 -64%
EPIM
1178
Evelyn Partners Investment Management
$85.3K
HWM
1179
Hemington Wealth Management
Virginia
$83K +$5.09K +11 +7%
CFFP
1180
Center for Financial Planning
Michigan
$79.3K
SCM
1181
Silvant Capital Management
Georgia
$78.8K
PGAM
1182
Princeton Global Asset Management
New Jersey
$77.2K
IIM
1183
Intact Investment Management
Quebec, Canada
$76.7K +$70.9K +153 New
VFM
1184
Vision Financial Markets
Connecticut
$71.2K +$463 +1 +0.7%
RFG
1185
REAP Financial Group
Texas
$71.1K +$42.6K +92 +184%
C
1186
Covestor
United Kingdom
$70K +$9.73K +21 +18%
BIA
1187
Bell Investment Advisors
California
$67.2K +$926 +2 +2%
SOW
1188
State of Wyoming
Wyoming
$65.7K +$60.7K +131 New
GIM
1189
Generali Investments Management
Slovenia
$64.1K +$59.3K +128 New
BI
1190
Binnacle Investments
Iowa
$63.2K +$463 +1 +0.8%
PMFA
1191
Plante Moran Financial Advisors
Michigan
$62.7K
WA
1192
Whipplewood Advisors
Colorado
$61.7K -$65.3K -141 -53%
FMII
1193
Farmers & Merchants Investments Inc
Nebraska
$60.2K
MAM
1194
Meeder Asset Management
Ohio
$60.2K +$6.02K +13 +12%
ACA
1195
Atlas Capital Advisors
Wyoming
$59.2K
GCGDR
1196
Geo Capital Gestora de Recursos
Brazil
$58K
RCM
1197
Raleigh Capital Management
North Carolina
$57.9K -$7.41K -16 -12%
ATC
1198
Advantage Trust Company
Kansas
$57.2K
M
1199
MOTCO
Texas
$56.2K
OAJ
1200
Ogorek Anthony Joseph
New York
$56K +$463 +1 +0.9%

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.