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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
AWM
1251
Abound Wealth Management
Tennessee
$13.2K +$1.85K +4 +18%
PPC
1252
Park Place Capital
Alabama
$13.1K
MHR
1253
Matthew Hamilton Rosenberg
$13K
AT
1254
Avalon Trust
New Mexico
$12.5K
GWSA
1255
Global Wealth Strategies & Associates
Colorado
$12.5K
KPP
1256
Kings Path Partners
Texas
$12.5K
LB
1257
Legacy Bridge
Iowa
$12.5K
RWM
1258
Rialto Wealth Management
New York
$12.5K +$463 +1 +4%
GXJ
1259
Global X Japan
Japan
$12K +$11.1K +24 New
LCM
1260
Logan Capital Management
Pennsylvania
$11.5K
IWM
1261
IMG Wealth Management
Florida
$11.5K +$10.7K +23 New
UCB
1262
United Community Bank
South Carolina
$11K
CIAS
1263
CBIZ Investment Advisory Services
Ohio
$11K +$6.49K +14 +175%
BFS
1264
Bare Financial Services
Pennsylvania
$11K +$7.41K +16 +267%
DWM
1265
Dogwood Wealth Management
Kansas
$11K +$9.73K +21 +2,100%
CWP
1266
Clark Wealth Partners
Illinois
$10.5K +$9.73K +21 New
ME
1267
McIlrath & Eck
Washington
$10.5K +$9.73K +21 New
HC
1268
Hurley Capital
New York
$10.1K
WIM
1269
Westside Investment Management
California
$10K +$6.02K +13 +186%
PA
1270
Pineridge Advisors
Missouri
$9.56K
RS
1271
Rakuten Securities
Japan
$9.53K -$13.4K -29 -60%
FWM
1272
FSA Wealth Management
Massachusetts
$9.03K
HIA
1273
Harbor Investment Advisory
Maryland
$9.03K
1IA
1274
1620 Investment Advisors
Massachusetts
$9.01K +$6.49K +14 +467%
CFD
1275
Creative Financial Designs
Indiana
$8.77K -$463 -1 -6%

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.