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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
HWP
1276
Highline Wealth Partners
California
$8.55K +$1.85K +4 +31%
AIC
1277
Archer Investment Corporation
Indiana
$8.53K
FPF
1278
First Pacific Financial
Washington
$8.03K
FFA
1279
Frazier Financial Advisors
Ohio
$8.03K
NWM
1280
Nova Wealth Management
Florida
$7.61K +$6.95K +15 New
HFS
1281
Hughes Financial Services
Virginia
$7.25K -$1.39K -3 -18%
KG
1282
Kilter Group
New York
$7.02K +$6.49K +14 New
GEA
1283
Glen Eagle Advisors
New Jersey
$7.02K
MMCM
1284
Murphy & Mullick Capital Management
New York
$7.02K
CT
1285
Colonial Trust
South Carolina
$7.02K +$2.78K +6 +75%
PP
1286
PFS Partners
New Jersey
$6.63K
FDCP
1287
Foster Dykema Cabot & Partners
Massachusetts
$6.52K
HWM
1288
HighMark Wealth Management
Minnesota
$6.52K
JGIA
1289
Jackson Grant Investment Advisers
Connecticut
$6.52K
DPW
1290
DiNuzzo Private Wealth
Pennsylvania
$6.02K -$463 -1 -8%
WCM
1291
WealthTrak Capital Management
Virginia
$6.02K +$2.78K +6 +100%
BA
1292
Bellwether Advisors
Nebraska
$6.02K -$5.96M -12,871 -100%
CWM
1293
Centricity Wealth Management
Ohio
$6.02K
NRG
1294
Nemes Rush Group
Michigan
$5.52K
HNW
1295
High Note Wealth
Minnesota
$5.02K
T
1296
TOBAM
France
$5K
PCFFS
1297
Pacific Center for Financial Services
California
$4.51K
PWMG
1298
Prestige Wealth Management Group
New Jersey
$4.51K
BLC
1299
Brown, Lisle/Cummings
Rhode Island
$4.51K
BGAI
1300
Bruce G. Allen Investments
Colorado
$4.51K

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.