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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 %
CTA
1401
Colonial Trust Advisors
South Carolina
– -$17.8K -38 Closed
GFPC
1402
Global Financial Private Client
Florida
– -$14.9K -32 Closed
CWC
1403
Carolinas Wealth Consulting
North Carolina
– -$11.2K -24 Closed
LWMI
1404
Legacy Wealth Management (Idaho)
Idaho
– -$9.4K -20 Closed
CHC
1405
City Holding Co
West Virginia
– -$7.45K -16 Closed
BDPWM
1406
Barnes Dennig Private Wealth Management
Ohio
– -$5.59K -12 Closed
CA
1407
Continuum Advisory
Idaho
– -$5.12K -11 Closed
HHGA
1408
Halbert Hargrove Global Advisors
California
– -$4.35K -9 Closed
SIM
1409
Synergy Investment Management
Florida
– -$3.73K -8 Closed
BCMLT
1410
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.79K -6 Closed
WW
1411
Winnow Wealth
Texas
– -$2.24K -5 Closed
CAM
1412
Clarity Asset Management
Iowa
– -$2.33K -5 Closed
BSB
1413
Bangor Savings Bank
Maine
– -$2.33K -5 Closed
GP
1414
Greenline Partners
New York
– -$1.4K -3 Closed
SFG
1415
Stonebridge Financial Group
Pennsylvania
– -$1.4K -3 Closed
CIA
1416
Cape Investment Advisory
Georgia
– -$1.4K -3 Closed
CWM
1417
Cranbrook Wealth Management
Michigan
– -$1.4K -3 Closed
PIS
1418
POM Investment Strategies
North Carolina
– -$931 -2 Closed
SIM
1419
Studio Investment Management
Illinois
– -$466 -1 Closed
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