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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 %
WIM
1251
Westside Investment Management
California
$10K +$6.53K +13 +186%
PA
1252
Pineridge Advisors
Missouri
$9.56K – – –
RS
1253
Rakuten Securities
Japan
$9.53K -$14.5K -29 -60%
HIA
1254
Harbor Investment Advisory
Maryland
$9.03K – – –
FWM
1255
FSA Wealth Management
Massachusetts
$9.03K – – –
1IA
1256
1620 Investment Advisors
Massachusetts
$9.01K +$7.42K +14 +467%
CFD
1257
Creative Financial Designs
Indiana
$8.77K -$516 -1 -6%
HWP
1258
Highline Wealth Partners
California
$8.55K +$2.01K +4 +31%
AIC
1259
Archer Investment Corporation
Indiana
$8.53K – – –
FFA
1260
Frazier Financial Advisors
Ohio
$8.03K – – –
FPF
1261
First Pacific Financial
Washington
$8.03K – – –
NWM
1262
Nova Wealth Management
Florida
$7.61K +$7.61K +15 New
HFS
1263
Hughes Financial Services
Virginia
$7.25K -$1.55K -3 -18%
KG
1264
Kilter Group
New York
$7.02K +$7.02K +14 New
MMCM
1265
Murphy & Mullick Capital Management
New York
$7.02K – – –
GEA
1266
Glen Eagle Advisors
New Jersey
$7.02K – – –
CT
1267
Colonial Trust
South Carolina
$7.02K +$3.01K +6 +75%
PP
1268
PFS Partners
New Jersey
$6.63K – – –
JGIA
1269
Jackson Grant Investment Advisers
Connecticut
$6.52K – – –
FDCP
1270
Foster Dykema Cabot & Partners
Massachusetts
$6.52K – – –
HWM
1271
HighMark Wealth Management
Minnesota
$6.52K – – –
DPW
1272
DiNuzzo Private Wealth
Pennsylvania
$6.02K -$502 -1 -8%
WCM
1273
WealthTrak Capital Management
Virginia
$6.02K +$3.01K +6 +100%
BA
1274
Bellwether Advisors
Nebraska
$6.02K -$6.46M -12,871 -100%
CWM
1275
Centricity Wealth Management
Ohio
$6.02K – – –
49 50
51
52 53