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1,420 hedge funds and large institutions have $83.1B invested in Moody's in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 508 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,3361,420 (+84)

7% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 475

0.97% more ownership

Funds ownership: 90.31%91.28% (+0.97%)

Holders
1,420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$50.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1351
Riverview Trust Company
Washington
$6.64K
GWM
1352
Greenline Wealth Management
Florida
$6.49K
DPW
1353
DiNuzzo Private Wealth
Pennsylvania
$6.13K
NWM
1354
Nova Wealth Management
Florida
$6.13K
TM
1355
Torren Management
California
$6.13K
HWM
1356
HighMark Wealth Management
Minnesota
$5.62K
VWA
1357
Valued Wealth Advisors
Utah
$5.11K
BGAI
1358
Bruce G. Allen Investments
Colorado
$5.11K
CFG
1359
Clayton Financial Group
Missouri
$5.11K
M
1360
MOTCO
Texas
$4.6K
BLC
1361
Brown, Lisle/Cummings
Rhode Island
$4.6K
EPAM
1362
Evelyn Partners Asset Management
$4.6K
PWMG
1363
Prestige Wealth Management Group
New Jersey
$4.6K
LWM
1364
Lodestone Wealth Management
Washington
$4.6K
PCFFS
1365
Pacific Center for Financial Services
California
$4.29K
AS
1366
Altshuler Shaham
Israel
$4.09K
MAS
1367
MPWM Advisory Solutions
Georgia
$4.09K
PWA
1368
Principia Wealth Advisory
Texas
$4.09K
SWP
1369
Strategic Wealth Partners
Ohio
$4.09K
LIM
1370
Longfellow Investment Management
Massachusetts
$4.09K
CCM
1371
Chilton Capital Management
Texas
$4.09K
OC
1372
Optima Capital
Oregon
$4.09K
CC
1373
Corsicana & Co
Texas
$3.58K
NL
1374
NVWM LLC
Pennsylvania
$3.58K
ECA
1375
Elevated Capital Advisors
Utah
$3.58K