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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
GKIM
1226
GW&K Investment Management
Massachusetts
$35K -$926 -2 -3%
OP
1227
ORG Partners
Indiana
$33.2K +$10.2K +22 +50%
MSWA
1228
Marshall & Sterling Wealth Advisors
New York
$30.2K +$463 +1 +2%
JFGIW
1229
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.1K +$25.9K +56 New
BWL
1230
Bogart Wealth LLC
Virginia
$28.1K +$463 +1 +2%
FMP
1231
Financial Management Professionals
Texas
$27.6K -$2.78K -6 -10%
CT
1232
Clearstead Trust
Maine
$27.1K +$7.41K +16 +42%
Walleye Trading
1233
Walleye Trading
New York
$25.6K -$268K -578 -92%
NFSG
1234
Newbridge Financial Services Group
Florida
$25.1K +$23.2K +50 New
RC
1235
Rexford Capital
Texas
$25.1K +$23.2K +50 New
FFO
1236
Fortitude Family Office
Arizona
$24.6K +$8.34K +18 +58%
ADL
1237
Asset Dedication LLC
California
$23.6K -$926 -2 -4%
TWD
1238
True Wealth Design
Ohio
$23.6K +$17.6K +38 +422%
AP
1239
Aspect Partners
Virginia
$23.1K +$8.8K +19 +70%
OC
1240
Oakworth Capital
Alabama
$22.6K
AEPWM
1241
Atlantic Edge Private Wealth Management
Florida
$21.6K
PCTC
1242
Perkins Coie Trust Company
Washington
$20.1K -$463 -1 -2%
PWMG
1243
Private Wealth Management Group
New Jersey
$19.6K
SO
1244
Sierra Ocean
California
$19.6K +$5.09K +11 +39%
BCM
1245
Bares Capital Management
Texas
$17.1K
AW
1246
Avion Wealth
Texas
$17K +$5.09K +11 +48%
HHMI
1247
Howard Hughes Medical Institute
Maryland
$16.6K +$15.3K +33 New
MFT
1248
Moisand Fitzgerald Tamayo
Florida
$14K
RWML
1249
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14K
TSMHT
1250
Thurston Springer Miller Herd & Titak
Indiana
$14K

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.