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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
NC
1201
NewSquare Capital
Pennsylvania
$55.2K +$23.6K +51 +86%
PWA
1202
Physician Wealth Advisors
Utah
$53.7K +$12.5K +27 +34%
SC
1203
Solstein Capital
California
$53.7K +$49.6K +107 New
PWAM
1204
Private Wealth Asset Management
Iowa
$53.2K -$3.71K -8 -7%
CSB
1205
City State Bank
Iowa
$53.2K
AA
1206
Ancora Advisors
Ohio
$52.8K -$463 -1 -0.9%
ABWM
1207
Alpine Bank Wealth Management
Colorado
$52.7K
SSG
1208
Summit Securities Group
New York
$52.2K +$48.2K +104 New
AWM
1209
Activest Wealth Management
Florida
$51.7K -$13K -28 -21%
S
1210
Sachetta
Massachusetts
$50.7K +$1.39K +3 +3%
DWM
1211
Darwin Wealth Management
Florida
$50.3K -$27.3K -59 -37%
MCM
1212
MV Capital Management
Maryland
$50.2K +$463 +1 +1%
LC
1213
Lavaca Capital
Texas
$50.2K +$46.3K +100 New
SS
1214
Sunbelt Securities
Texas
$48.8K -$314K -677 -87%
AFG
1215
Albion Financial Group
Utah
$47.7K
MCA
1216
Maryland Capital Advisors
Maryland
$47.1K +$43.5K +94 New
SWM
1217
Spire Wealth Management
Virginia
$46.6K -$2.24M -4,842 -98%
RA
1218
Rise Advisors
New York
$46.6K +$1.85K +4 +4%
API
1219
Asset Planning Inc
California
$44.3K
LI
1220
LRI Investments
Florida
$41.7K
CPBTD
1221
Central Pacific Bank - Trust Division
Hawaii
$40.1K +$11.1K +24 +43%
AWM
1222
Atticus Wealth Management
Florida
$39.1K +$1.39K +3 +4%
EP
1223
Essential Partners
California
$36.1K +$33.4K +72 New
RA
1224
Rational Advisors
New York
$36.1K +$33.4K +72 New
JWA
1225
JFS Wealth Advisors
Pennsylvania
$35.1K

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.