We are live on ! Find out more

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
EPAM
1301
Evelyn Partners Asset Management
$4.51K
AS
1302
Altshuler Shaham
Israel
$4.51K +$463 +1 +13%
VWA
1303
Valued Wealth Advisors
Utah
$4.01K
MAS
1304
MPWM Advisory Solutions
Georgia
$4.01K
HFS
1305
Horizon Financial Services
North Carolina
$4.01K +$1.39K +3 +60%
SWP
1306
Strategic Wealth Partners
Ohio
$4.01K +$3.71K +8 New
SC
1307
Stephens Consulting
Michigan
$3.51K +$3.24K +7 New
BHWM
1308
Bay Harbor Wealth Management
Maryland
$3.51K +$1.39K +3 +75%
FCAS
1309
First Command Advisory Services
Texas
$3.01K
TCA
1310
Trifecta Capital Advisors
Illinois
$3.01K
TC
1311
Truvestments Capital
Florida
$3.01K
NL
1312
NVWM LLC
Pennsylvania
$3.01K +$926 +2 +50%
ACA
1313
American Capital Advisory
Idaho
$3.01K +$2.78K +6 New
SRCM
1314
Signature Resources Capital Management
California
$3.01K +$2.78K +6 New
WWM
1315
Wolff Wiese Magana
California
$2.51K -$23.2K -50 -91%
SIC
1316
SJS Investment Consulting
Ohio
$2.51K -$1.39K -3 -38%
PWA
1317
Principia Wealth Advisory
Texas
$2.51K +$926 +2 +67%
LIM
1318
Longfellow Investment Management
Massachusetts
$2.51K +$2.32K +5 New
TIM
1319
Tortoise Investment Management
New York
$2.51K +$2.32K +5 New
MA
1320
Montag & Associates
Georgia
$2.3K -$115K -248 -98%
QWM
1321
Quaker Wealth Management
New Jersey
$2.01K +$1.85K +4 New
CWA
1322
Carolina Wealth Advisors
South Carolina
$2.01K
CAC
1323
Core Alternative Capital
Georgia
$2.01K
PWM
1324
Parkworth Wealth Management
California
$2.01K +$926 +2 +100%
WCM
1325
Winthrop Capital Management
Indiana
$2K

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.