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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
CWC
1426
Carolinas Wealth Consulting
North Carolina
-$11.2K -24 Closed
LWMI
1427
Legacy Wealth Management (Idaho)
Idaho
-$9.4K -20 Closed
CHC
1428
City Holding Co
West Virginia
-$7.45K -16 Closed
BDPWM
1429
Barnes Dennig Private Wealth Management
Ohio
-$5.59K -12 Closed
CA
1430
Continuum Advisory
Idaho
-$5.12K -11 Closed
HHGA
1431
Halbert Hargrove Global Advisors
California
-$4.35K -9 Closed
SIM
1432
Synergy Investment Management
Florida
-$3.73K -8 Closed
BCMLT
1433
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.79K -6 Closed
BSB
1434
Bangor Savings Bank
Maine
-$2.33K -5 Closed
CAM
1435
Clarity Asset Management
Iowa
-$2.33K -5 Closed
WW
1436
Winnow Wealth
Texas
-$2.24K -5 Closed
CIA
1437
Cape Investment Advisory
Georgia
-$1.4K -3 Closed
CWM
1438
Cranbrook Wealth Management
Michigan
-$1.4K -3 Closed
GP
1439
Greenline Partners
New York
-$1.4K -3 Closed
SFGP
1440
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$1.4K -3 Closed
CAWM
1441
Capital A Wealth Management
Pennsylvania
-$931 -2 Closed
PIS
1442
POM Investment Strategies
North Carolina
-$931 -2 Closed
SIM
1443
Studio Investment Management
Illinois
-$466 -1 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.