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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 %
MAS
1251
MPWM Advisory Solutions
Georgia
$3.73K – – –
SIM
1252
Synergy Investment Management
Florida
$3.73K – – –
CIAS
1253
CBIZ Investment Advisory Services
Ohio
$3.73K +$3.73K +8 New
AS
1254
Altshuler Shaham
Israel
$3.73K +$3.73K +8 New
WIM
1255
Westside Investment Management
California
$3.28K – – –
WCM
1256
WealthTrak Capital Management
Virginia
$2.8K -$932 -2 -25%
TCA
1257
Trifecta Capital Advisors
Illinois
$2.8K – – –
TC
1258
Truvestments Capital
Florida
$2.79K – – –
BCMLT
1259
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.79K +$2.79K +6 New
FCAS
1260
First Command Advisory Services
Texas
$2.79K +$2.79K +6 New
BFS
1261
Bare Financial Services
Pennsylvania
$2.79K +$2.79K +6 New
BSB
1262
Bangor Savings Bank
Maine
$2.33K – – –
HFS
1263
Horizon Financial Services
North Carolina
$2.33K +$931 +2 +67%
CAM
1264
Clarity Asset Management
Iowa
$2.33K +$2.33K +5 New
WW
1265
Winnow Wealth
Texas
$2.24K +$448 +1 +25%
CAC
1266
Core Alternative Capital
Georgia
$1.86K -$2.8K -6 -60%
NL
1267
NVWM LLC
Pennsylvania
$1.86K – – –
WTFG
1268
Wood Tarver Financial Group
Idaho
$1.86K – – –
CWA
1269
Carolina Wealth Advisors
South Carolina
$1.86K – – –
WA
1270
WestEnd Advisors
North Carolina
$1.86K +$466 +1 +33%
BHWM
1271
Bay Harbor Wealth Management
Maryland
$1.86K +$1.86K +4 New
TCM
1272
TD Capital Management
Tennessee
$1.4K – – –
KB
1273
Kimelman & Baird
New York
$1.4K – – –
CWM
1274
Cranbrook Wealth Management
Michigan
$1.4K – – –
BTD
1275
BankPlus Trust Department
Mississippi
$1.4K – – –
49 50
51
52 53