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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 %
TSMHT
1201
Thurston Springer Miller Herd & Titak
Indiana
$13K
AP
1202
Aspect Partners
Virginia
$12.6K
PPC
1203
Park Place Capital
Alabama
$12.1K
MHR
1204
Matthew Hamilton Rosenberg
$12.1K
AT
1205
Avalon Trust
New Mexico
$11.6K
LB
1206
Legacy Bridge
Iowa
$11.6K
KPP
1207
Kings Path Partners
Texas
$11.6K
GWSA
1208
Global Wealth Strategies & Associates
Colorado
$11.6K +$11.6K +25 New
CWC
1209
Carolinas Wealth Consulting
North Carolina
$11.2K -$466 -1 -4%
RWM
1210
Rialto Wealth Management
New York
$11.2K +$1.86K +4 +20%
LCM
1211
Logan Capital Management
Pennsylvania
$10.7K
AWM
1212
Abound Wealth Management
Tennessee
$10.4K -$7.1K -15 -41%
UCB
1213
United Community Bank
South Carolina
$10.2K +$10.2K +22 New
AW
1214
Avion Wealth
Texas
$10K
LWMI
1215
Legacy Wealth Management (Idaho)
Idaho
$9.4K +$9.4K +20 New
HC
1216
Hurley Capital
New York
$9.33K
RJA
1217
Ross\Johnson & Associates
Minnesota
$9.31K +$9.31K +20 New
PA
1218
Pineridge Advisors
Missouri
$8.88K +$8.88K +19 New
CFD
1219
Creative Financial Designs
Indiana
$8.6K +$478 +1 +6%
HIA
1220
Harbor Investment Advisory
Maryland
$8.38K
FWM
1221
FSA Wealth Management
Massachusetts
$8.38K
HFS
1222
Hughes Financial Services
Virginia
$7.97K +$7.97K +17 New
AIC
1223
Archer Investment Corporation
Indiana
$7.92K
FPF
1224
First Pacific Financial
Washington
$7.45K
FFA
1225
Frazier Financial Advisors
Ohio
$7.45K