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1,420 hedge funds and large institutions have $83.1B invested in Moody's in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 508 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,3361,420 (+84)

7% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 475

0.97% more ownership

Funds ownership: 90.31%91.28% (+0.97%)

Holders
1,420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$50.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1251
Private Wealth Asset Management
Iowa
$54.1K
OAJ
1252
Ogorek Anthony Joseph
New York
$54K
WETS
1253
Wealth Enhancement Trust Services
South Dakota
$52.1K
DWM
1254
Darwin Wealth Management
Florida
$51.8K
MCM
1255
MV Capital Management
Maryland
$51.6K
LC
1256
Lavaca Capital
Texas
$51.1K
NL
1257
Navalign LLC
California
$51.1K
AFG
1258
Albion Financial Group
Utah
$48.5K
MCA
1259
Maryland Capital Advisors
Maryland
$48K
ME
1260
McIlrath & Eck
Washington
$48K
QL
1261
Quarry LP
New York
$47K
WA
1262
Westfuller Advisors
New York
$46.9K
API
1263
Asset Planning Inc
California
$45.3K
JWA
1264
JFS Wealth Advisors
Pennsylvania
$45K
SEP
1265
Signature Equity Partners
Ohio
$42.7K
AWM
1266
Activest Wealth Management
Florida
$42.4K
SL
1267
Salomon & Ludwin
Virginia
$41.1K
GKIM
1268
GW&K Investment Management
Massachusetts
$41K
KFAS
1269
Keating Financial Advisory Services
Kansas
$40.9K
WWA
1270
Wealth Watch Advisors
Colorado
$40.4K
C
1271
Covestor
United Kingdom
$39K
EBA
1272
Eagle Bay Advisors
New York
$38.8K
BOJHT
1273
Bank of Jackson Hole Trust
Wyoming
$34.7K
BWL
1274
Bogart Wealth LLC
Virginia
$31.7K
KAS
1275
Kemnay Advisory Services
New York
$30.7K