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Moody's
MCO

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$596M
2
PAM
PineStone Asset Management
Quebec, Canada
+$260M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$131M
5
Goldman Sachs
Goldman Sachs
New York
+$124M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$321M
2
ACM
AKRE Capital Management
Virginia
-$300M
3
Jennison Associates
Jennison Associates
New York
-$285M
4
Citadel Advisors
Citadel Advisors
Florida
-$256M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
1226
City Holding Co
West Virginia
$7.45K +$7.45K +16 New
MMCM
1227
Murphy & Mullick Capital Management
New York
$6.52K – – –
GEA
1228
Glen Eagle Advisors
New Jersey
$6.52K – – –
PP
1229
PFS Partners
New Jersey
$6.14K – – –
HWP
1230
Highline Wealth Partners
California
$6.07K +$467 +1 +8%
FDCP
1231
Foster Dykema Cabot & Partners
Massachusetts
$6.05K -$12.1K -26 -67%
JGIA
1232
Jackson Grant Investment Advisers
Connecticut
$6.05K – – –
HWM
1233
HighMark Wealth Management
Minnesota
$6.05K – – –
DPW
1234
DiNuzzo Private Wealth
Pennsylvania
$6.05K +$466 +1 +8%
CWM
1235
Centricity Wealth Management
Ohio
$5.59K – – –
BDPWM
1236
Barnes Dennig Private Wealth Management
Ohio
$5.59K +$5.59K +12 New
NRG
1237
Nemes Rush Group
Michigan
$5.12K – – –
CA
1238
Continuum Advisory
Idaho
$5.12K – – –
T
1239
TOBAM
France
$5K +$5K +10 New
HNW
1240
High Note Wealth
Minnesota
$4.66K – – –
HHGA
1241
Halbert Hargrove Global Advisors
California
$4.35K +$4.35K +9 New
PCFFS
1242
Pacific Center for Financial Services
California
$4.19K – – –
PWMG
1243
Prestige Wealth Management Group
New Jersey
$4.19K – – –
TWD
1244
True Wealth Design
Ohio
$4.19K +$4.19K +9 New
BGAI
1245
Bruce G. Allen Investments
Colorado
$4.19K – – –
BLC
1246
Brown, Lisle/Cummings
Rhode Island
$4.19K +$4.19K +9 New
EPAM
1247
Evelyn Partners Asset Management
$4.19K +$4.19K +3,877 New
VWA
1248
Valued Wealth Advisors
Utah
$3.73K – – –
CT
1249
Colonial Trust
South Carolina
$3.73K -$20K -43 -84%
MAS
1250
MPWM Advisory Solutions
Georgia
$3.73K – – –
48 49
50
51 52