MCO icon

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 %
NRG
1276
Nemes Rush Group
Michigan
$5.52K – – –
HNW
1277
High Note Wealth
Minnesota
$5.02K – – –
T
1278
TOBAM
France
$5K – – –
PCFFS
1279
Pacific Center for Financial Services
California
$4.52K – – –
PWMG
1280
Prestige Wealth Management Group
New Jersey
$4.52K – – –
EPAM
1281
Evelyn Partners Asset Management
$4.51K -$1.94M -3,868 -100%
BLC
1282
Brown, Lisle/Cummings
Rhode Island
$4.51K – – –
BGAI
1283
Bruce G. Allen Investments
Colorado
$4.51K – – –
AS
1284
Altshuler Shaham
Israel
$4.51K +$502 +1 +13%
VWA
1285
Valued Wealth Advisors
Utah
$4.02K – – –
MAS
1286
MPWM Advisory Solutions
Georgia
$4.01K – – –
HFS
1287
Horizon Financial Services
North Carolina
$4.01K +$1.51K +3 +60%
SWP
1288
Strategic Wealth Partners
Ohio
$4.01K +$4.01K +8 New
SC
1289
Stephens Consulting
Michigan
$3.51K +$3.51K +7 New
BHWM
1290
Bay Harbor Wealth Management
Maryland
$3.51K +$1.51K +3 +75%
FCAS
1291
First Command Advisory Services
Texas
$3.01K – – –
TC
1292
Truvestments Capital
Florida
$3.01K – – –
TCA
1293
Trifecta Capital Advisors
Illinois
$3.01K – – –
NL
1294
NVWM LLC
Pennsylvania
$3.01K +$1K +2 +50%
SRCM
1295
Signature Resources Capital Management
California
$3.01K +$3.01K +6 New
ACA
1296
American Capital Advisory
Idaho
$3.01K +$3.01K +6 New
WWM
1297
Wolff Wiese Magana
California
$2.51K -$25.1K -50 -91%
SIC
1298
SJS Investment Consulting
Ohio
$2.51K -$1.51K -3 -38%
PWA
1299
Principia Wealth Advisory
Texas
$2.51K +$1K +2 +67%
TIM
1300
Tortoise Investment Management
New York
$2.51K +$2.51K +5 New
50 51
52
53 54