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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 %
BMCM
1376
Bryn Mawr Capital Management
Pennsylvania
– -$341K -733 Closed
FRM
1377
Fox Run Management
Connecticut
– -$328K -705 Closed
UBP
1378
Union Bancaire Privee
Switzerland
– -$318K -679 Closed
EC
1379
EntryPoint Capital
New York
– -$309K -664 Closed
WAS
1380
Wealth Advisory Solutions
Indiana
– -$307K -660 Closed
QC
1381
Quadrature Capital
United Kingdom
– -$292K -628 Closed
BI
1382
Ballast Inc
Kentucky
– -$286K -615 Closed
N
1383
Numerai
California
– -$268K -575 Closed
GSC
1384
Ground Swell Capital
South Carolina
– -$251K -539 Closed
LAM
1385
Longboard Asset Management
Arizona
– -$249K -534 Closed
CC
1386
Corton Capital
Ontario, Canada
– -$244K -523 Closed
6F
1387
626 Financial
Michigan
– -$238K -510 Closed
TFF
1388
The Family Firm
Maryland
– -$235K -505 Closed
WCA
1389
Westover Capital Advisors
Delaware
– -$228K -490 Closed
MM
1390
MQS Management
New York
– -$228K -489 Closed
PDL
1391
Portfolio Design Labs
California
– -$224K -480 Closed
CIAM
1392
Caitong International Asset Management
Hong Kong
– -$210K -451 Closed
AIP
1393
Arrowpoint Investment Partners
Singapore
– -$186K -400 Closed
HCP
1394
Hexagon Capital Partners
Arkansas
– -$111K -239 Closed
AIM
1395
Acropolis Investment Management
Missouri
– -$107K -230 Closed
EFMH
1396
E Fund Management (HK)
Hong Kong
– -$81K -175 Closed
CWM
1397
Compass Wealth Management
Connecticut
– -$47.5K -102 Closed
WPA
1398
West Paces Advisors
Georgia
– -$34.9K -75 Closed
SCB
1399
Saudi Central Bank
Saudi Arabia
– -$29.8K -64 Closed
RTC
1400
Riverview Trust Company
Washington
– -$21K -45 Closed
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