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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 %
MCA
1201
Maryland Capital Advisors
Maryland
$47.2K +$47.2K +94 New
SWM
1202
Spire Wealth Management
Virginia
$46.6K -$2.43M -4,842 -98%
RA
1203
Rise Advisors
New York
$46.6K +$2K +4 +4%
API
1204
Asset Planning Inc
California
$44.3K – – –
LI
1205
LRI Investments
Florida
$41.7K – – –
CPBTD
1206
Central Pacific Bank - Trust Division
Hawaii
$40.1K +$12K +24 +43%
AWM
1207
Atticus Wealth Management
Florida
$39.1K +$1.51K +3 +4%
RA
1208
Rational Advisors
New York
$36.1K +$36.1K +72 New
JWA
1209
JFS Wealth Advisors
Pennsylvania
$35.1K – – –
GKIM
1210
GW&K Investment Management
Massachusetts
$35K -$1.01K -2 -3%
OP
1211
ORG Partners
Indiana
$33.2K +$11.1K +22 +50%
MSWA
1212
Marshall & Sterling Wealth Advisors
New York
$30.2K +$495 +1 +2%
JFGIW
1213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.1K +$28.1K +56 New
BWL
1214
Bogart Wealth LLC
Virginia
$28.1K +$502 +1 +2%
FMP
1215
Financial Management Professionals
Texas
$27.6K -$3.01K -6 -10%
CT
1216
Clearstead Trust
Maine
$27.1K +$8.03K +16 +42%
Walleye Trading
1217
Walleye Trading
New York
$25.6K -$290K -578 -92%
RC
1218
Rexford Capital
Texas
$25.1K +$25.1K +50 New
NFSG
1219
Newbridge Financial Services Group
Florida
$25.1K +$25.1K +50 New
FFO
1220
Fortitude Family Office
Arizona
$24.6K +$9.03K +18 +58%
ADL
1221
Asset Dedication LLC
California
$23.6K -$1K -2 -4%
TWD
1222
True Wealth Design
Ohio
$23.6K +$19.1K +38 +422%
AP
1223
Aspect Partners
Virginia
$23.1K +$9.53K +19 +70%
OC
1224
Oakworth Capital
Alabama
$22.6K – – –
AEPWM
1225
Atlantic Edge Private Wealth Management
Florida
$21.6K – – –
47 48
49
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