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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 %
PCTC
1226
Perkins Coie Trust Company
Washington
$20.1K -$502 -1 -2%
PWMG
1227
Private Wealth Management Group
New Jersey
$19.6K – – –
SO
1228
Sierra Ocean
California
$19.6K +$5.52K +11 +39%
BCM
1229
Bares Capital Management
Texas
$17.1K – – –
AW
1230
Avion Wealth
Texas
$17K +$5.5K +11 +48%
HHMI
1231
Howard Hughes Medical Institute
Maryland
$16.6K +$16.6K +33 New
MFT
1232
Moisand Fitzgerald Tamayo
Florida
$14K – – –
TSMHT
1233
Thurston Springer Miller Herd & Titak
Indiana
$14K – – –
AWM
1234
Abound Wealth Management
Tennessee
$13.2K +$2.04K +4 +18%
PPC
1235
Park Place Capital
Alabama
$13.1K – – –
MHR
1236
Matthew Hamilton Rosenberg
$13K – – –
GWSA
1237
Global Wealth Strategies & Associates
Colorado
$12.5K – – –
KPP
1238
Kings Path Partners
Texas
$12.5K – – –
LB
1239
Legacy Bridge
Iowa
$12.5K – – –
AT
1240
Avalon Trust
New Mexico
$12.5K – – –
RWM
1241
Rialto Wealth Management
New York
$12.5K +$502 +1 +4%
GXJ
1242
Global X Japan
Japan
$12K +$12K +24 New
LCM
1243
Logan Capital Management
Pennsylvania
$11.5K – – –
IWM
1244
IMG Wealth Management
Florida
$11.5K +$11.5K +23 New
UCB
1245
United Community Bank
South Carolina
$11K – – –
CIAS
1246
CBIZ Investment Advisory Services
Ohio
$11K +$7.02K +14 +175%
BFS
1247
Bare Financial Services
Pennsylvania
$11K +$8.03K +16 +267%
DWM
1248
Dogwood Wealth Management
Kansas
$11K +$10.5K +21 +2,100%
ME
1249
McIlrath & Eck
Washington
$10.5K +$10.5K +21 New
HC
1250
Hurley Capital
New York
$10.1K – – –
48 49
50
51 52