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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 %
LIM
1301
Longfellow Investment Management
Massachusetts
$2.51K +$2.51K +5 New
MA
1302
Montag & Associates
Georgia
$2.3K -$114K -248 -98%
QWM
1303
Quaker Wealth Management
New Jersey
$2.01K +$2.01K +4 New
CAC
1304
Core Alternative Capital
Georgia
$2.01K – – –
CWA
1305
Carolina Wealth Advisors
South Carolina
$2.01K – – –
PWM
1306
Parkworth Wealth Management
California
$2.01K +$1K +2 +100%
WCM
1307
Winthrop Capital Management
Indiana
$2K – – –
WTFG
1308
Wood Tarver Financial Group
Idaho
$2K – – –
TCM
1309
TD Capital Management
Tennessee
$1.51K – – –
WA
1310
WestEnd Advisors
North Carolina
$1.51K -$502 -1 -25%
BTD
1311
BankPlus Trust Department
Mississippi
$1.51K – – –
KB
1312
Kimelman & Baird
New York
$1.51K – – –
HIA
1313
HFM Investment Advisors
New Jersey
$1.51K +$502 +1 +50%
FNWA
1314
Financial Network Wealth Advisors
Utah
$1K – – –
HWA
1315
Heritage Wealth Advisors
Virginia
$1K – – –
GSWM
1316
Golden State Wealth Management
California
$1K – – –
PWM
1317
Proathlete Wealth Management
Florida
$1K +$1K +2 New
BAM
1318
Bellevue Asset Management
Washington
$1K +$1K +2 New
VNA
1319
Valley National Advisers
Pennsylvania
$1K – – –
DF
1320
DecisionPoint Financial
Arizona
$503 +$503 +1 New
RJA
1321
Ross\Johnson & Associates
Minnesota
$502 -$9.54K -19 -95%
MSWM
1322
Mowery & Schoenfeld Wealth Management
Illinois
$502 – – –
WBC
1323
West Branch Capital
Massachusetts
$502 – – –
LFA
1324
LGT Financial Advisors
Texas
$502 +$502 +1 New
IAS
1325
IMA Advisory Services
Colorado
$502 +$502 +1 New
51 52
53
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