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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 %
AM
176
AGF Management
Ontario, Canada
$30.7M +$1.4M +2,785 +5%
Mariner
177
Mariner
Kansas
$30.4M +$694K +1,384 +2%
MSV
178
MN Services Vermogensbeheer
Netherlands
$30.4M -$150K -300 -0.5%
M&T Bank
179
M&T Bank
New York
$30.2M -$767K -1,529 -2%
BG
180
BRX Global
New York
$30M – – –
CCA
181
Cobblestone Capital Advisors
New York
$29.6M +$215K +429 +0.7%
Victory Capital Management
182
Victory Capital Management
Texas
$29M -$1.74M -3,459 -6%
MCM
183
Makena Capital Management
California
$28.7M +$4.78M +9,520 +20%
NPF
184
Norris Perne & French
Michigan
$28.6M -$28.6K -57 -0.1%
CVA
185
Ceredex Value Advisors
Florida
$28.2M +$28.2M +56,159 New
PWM
186
Perigon Wealth Management
California
$27.8M +$58.2K +116 +0.2%
RAM
187
Resona Asset Management
Japan
$27.7M +$887K +1,775 +3%
N
188
Natixis
France
$27.6M +$13M +25,849 +88%
BPCE
189
Bank Pictet & Cie (Europe)
Germany
$27.6M -$7.68M -15,304 -22%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$27.4M -$2.4M -4,785 -8%
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$27.2M – – –
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$27.1M +$1.65M +3,294 +7%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$27M +$61.2K +122 +0.2%
Ensign Peak Advisors
194
Ensign Peak Advisors
Utah
$27M +$420K +837 +2%
Select Equity Group
195
Select Equity Group
New York
$26.9M +$5.25M +10,457 +24%
HP
196
Hikari Power
Japan
$26.6M +$171K +340 +0.6%
GF
197
Gabelli Funds
New York
$26M -$6.02K -12 -0%
BDLIB
198
Banque de Luxembourg Investments (BLI)
Luxembourg
$25.9M +$1.55M +3,180 +6%
Rafferty Asset Management
199
Rafferty Asset Management
New York
$25.8M +$349K +696 +1%
VIM
200
Vancity Investment Management
British Columbia, Canada
$25.7M +$1.91M +3,810 +8%
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