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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
WTFG
1326
Wood Tarver Financial Group
Idaho
$2K
TCM
1327
TD Capital Management
Tennessee
$1.51K
WA
1328
WestEnd Advisors
North Carolina
$1.5K -$463 -1 -25%
BTD
1329
BankPlus Trust Department
Mississippi
$1.5K
KB
1330
Kimelman & Baird
New York
$1.5K
HIA
1331
HFM Investment Advisors
New Jersey
$1.5K +$463 +1 +50%
APW
1332
Aventura Private Wealth
Florida
$1.5K +$1.39K +3 New
FNWA
1333
Financial Network Wealth Advisors
Utah
$1K
GSWM
1334
Golden State Wealth Management
California
$1K
HWA
1335
Heritage Wealth Advisors
Virginia
$1K
Q1WB
1336
Quest 10 Wealth Builders
Virginia
$1K
BAM
1337
Bellevue Asset Management
Washington
$1K +$926 +2 New
PWM
1338
Proathlete Wealth Management
Florida
$1K +$926 +2 New
VNA
1339
Valley National Advisers
Pennsylvania
$1K
DF
1340
DecisionPoint Financial
Arizona
$503 +$463 +1 New
RJA
1341
Ross\Johnson & Associates
Minnesota
$502 -$8.8K -19 -95%
MSWM
1342
Mowery & Schoenfeld Wealth Management
Illinois
$502
WBC
1343
West Branch Capital
Massachusetts
$502
GWSG
1344
GPS Wealth Strategies Group
Colorado
$502 +$463 +1 New
IAS
1345
IMA Advisory Services
Colorado
$502 +$463 +1 New
LFA
1346
LGT Financial Advisors
Texas
$502 +$463 +1 New
YDMI
1347
Y.D. More Investments
Israel
$206 -$36.1K -78 -35%
Capital International Investors
1348
Capital International Investors
California
-$59.9M -128,673 Closed
Renaissance Technologies
1349
Renaissance Technologies
New York
-$52.6M -112,900 Closed
Artisan Partners
1350
Artisan Partners
Wisconsin
-$32.7M -70,264 Closed

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.