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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 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+31
Holders Change %
+2.39%
% 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
93
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 %
BGCP
101
Bristol Gate Capital Partners
Ontario, Canada
$81.4M -$18.8M -37,382 -19%
GIC
102
GFI Investment Counsel
Ontario, Canada
$80.8M +$126K +252 +0.2%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$79.6M -$79.1M -157,681 -50%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$77.7M +$953K +1,900 +1%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$77.7M +$4.58M +9,244 +6%
HHAA
106
Henry H. Armstrong Associates
Pennsylvania
$74.7M -$869K -1,732 -1%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$72.6M -$1.61M -3,211 -2%
LPL Financial
108
LPL Financial
California
$70.8M +$6.65M +13,264 +10%
Man Group
109
Man Group
United Kingdom
$67.1M -$10.9M -21,718 -14%
CI Investments Inc
110
CI Investments Inc
Ontario, Canada
$67.1M -$1.26M -2,511 -2%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$66.1M -$18.6M -37,181 -22%
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$63.8M +$7.52K +15 +0%
Assenagon Asset Management
113
Assenagon Asset Management
Luxembourg
$63.6M -$5.89M -11,746 -8%
BCM
114
Bowie Capital Management
Texas
$63.3M -$2.5M -4,987 -4%
APG Asset Management
115
APG Asset Management
Netherlands
$63.1M +$19.2M +44,995 +44%
RCM
116
Rings Capital Management
Illinois
$60.2M – – –
AAMU
117
AEGON Asset Management (UK)
United Kingdom
$59.8M +$14.7M +29,382 +33%
CIPU
118
Caledonia Investments plc (UK)
United Kingdom
$59.5M +$6.39M +12,750 +12%
SIC
119
Schwartz Investment Counsel
Michigan
$59.3M – – –
Wells Fargo
120
Wells Fargo
California
$58.9M -$567K -1,130 -1%
Adage Capital Partners
121
Adage Capital Partners
Massachusetts
$56.8M -$7.07M -14,100 -11%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$55.9M -$15.4M -30,720 -22%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$54.1M +$201K +407 +0.4%
AQR Capital Management
124
AQR Capital Management
Connecticut
$53.7M +$35.2M +71,225 +190%
BFS
125
Baskin Financial Services
Ontario, Canada
$53.5M +$88.3K +176 +0.2%
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