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 %
DGM
1351
Delta Global Management
New York
– -$2.08M -4,466 Closed
USAA
1352
United Services Automobile Association
Texas
– -$1.73M -3,743 Closed
HFA
1353
Harbert Fund Advisors
Alabama
– -$1.63M -3,500 Closed
TC
1354
TownSquare Capital
Utah
– -$1.48M -3,184 Closed
YIH
1355
Y-Intercept (HK)
Hong Kong
– -$1.45M -3,104 Closed
ET
1356
Entropy Technologies
New York
– -$1.43M -3,068 Closed
SCM
1357
Stevens Capital Management
Pennsylvania
– -$1.28M -2,756 Closed
AI
1358
AXS Investments
New York
– -$1.22M -2,623 Closed
MF
1359
Magnetar Financial
Illinois
– -$1.18M -2,535 Closed
FCM
1360
Fieldview Capital Management
Michigan
– -$958K -2,057 Closed
AA
1361
ABC Arbitrage
France
– -$841K -1,806 Closed
AC
1362
Allstate Corporation
Illinois
– -$804K -1,727 Closed
RS
1363
R Squared
Hong Kong
– -$796K -1,710 Closed
AFWM
1364
AMJ Financial Wealth Management
Virginia
– -$733K -1,575 Closed
BAM
1365
Belpointe Asset Management
Nevada
– -$714K -1,534 Closed
FCA
1366
Fortis Capital Advisors
Kansas
– -$714K -1,534 Closed
IFU
1367
iSAM Funds (UK)
United Kingdom
– -$691K -1,484 Closed
SGAM
1368
Smith Group Asset Management
Texas
– -$674K -1,447 Closed
LIP
1369
Lighthouse Investment Partners
Florida
– -$620K -1,331 Closed
PTC
1370
Petrus Trust Company
Texas
– -$585K -1,257 Closed
BOTPPF
1371
Board of the Pension Protection Fund
United Kingdom
– -$512K -1,100 Closed
PA
1372
Procyon Advisors
Connecticut
– -$444K -953 Closed
1C
1373
111 Capital
France
– -$442K -949 Closed
SW
1374
SMART Wealth
Nebraska
– -$383K -823 Closed
M1FG
1375
Mach-1 Financial Group
Arkansas
– -$352K -755 Closed
53 54
55
56 57