We are live on ! Find out more

1,300 hedge funds and large institutions have $78.2B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 442 increasing their positions, 447 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 64

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

8% more funds holding

Funds holding: 1,2041,300 (+96)

0.79% more ownership

Funds ownership: 90.35%91.14% (+0.79%)

1% more capital invested

Capital invested by funds: $77.7B → $78.2B (+$437M)

0% more call options, than puts

Call options by funds: $117M | Put options by funds: $117M

1% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 447

Holders
1,300
Holders Change
+96
Holders Change %
+7.97%
% of All Funds
17.12%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
184
Increased
442
Reduced
447
Closed
64
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$11.7B
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.96B +$30.5M +63,820 +0.4%
BlackRock
3
BlackRock
New York
$6.75B +$430M +901,632 +7%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$6.27B
State Street
5
State Street
Massachusetts
$3.41B +$75.1M +157,418 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.89B -$228M -478,499 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.74B +$32.8M +68,627 +2%
ACM
8
AKRE Capital Management
Virginia
$1.46B -$136M -283,953 -8%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.44B -$61.8M -129,555 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.33B -$42.3M -88,718 -3%
Morgan Stanley
11
Morgan Stanley
New York
$1.07B +$16.3M +34,092 +2%
Jennison Associates
12
Jennison Associates
New York
$1.03B -$72.7M -152,286 -7%
Norges Bank
13
Norges Bank
Norway
$989M +$90.5M +189,709 +10%
Northern Trust
14
Northern Trust
Illinois
$841M +$144M +302,453 +21%
UBS AM
15
UBS AM
Illinois
$753M +$105M +220,681 +16%
PAM
16
PineStone Asset Management
Quebec, Canada
$728M +$25.5M +53,504 +4%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$718M -$14.9M -31,182 -2%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$685M -$300M -629,175 -30%
LP
19
Longview Partners
Guernsey
$667M -$29.1M -60,963 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$634M -$31.1M -65,229 -5%
VFCM
21
Valley Forge Capital Management
Florida
$622M +$12.3M +25,700 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$602M -$165M -346,671 -21%
Goldman Sachs
23
Goldman Sachs
New York
$599M +$40.8M +85,539 +7%
Amundi
24
Amundi
France
$534M +$229M +479,599 +74%
RCWMU
25
Rothschild & Co Wealth Management (UK)
United Kingdom
$513M -$132M -277,620 -20%

MCO Hedge Fund Activity: Q4 2024 in Review

1,300 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2024, worth a combined $78.2B — up 0.56% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new MCO positions and 64 closed out — a net gain of 120 holders — while 442 added to existing stakes and 447 trimmed.

The largest buyer was BlackRock, adding an estimated $430M. The largest seller was Baillie Gifford & Co, cutting an estimated $593M.

  • 1,300 institutional investors held Moody's (MCO) as of Q4 2024, up from 1,204 in Q3 2024.
  • Funds reported $78.2B of Moody's stock for Q4 2024, up 0.56% quarter-over-quarter.
  • 184 funds opened new Moody's positions in Q4 2024 and 64 closed out, a net change of +120 holders.
  • The largest Moody's buyer in Q4 2024 was BlackRock, an estimated $430M added.
  • The largest Moody's seller in Q4 2024 was Baillie Gifford & Co, an estimated $593M sold.

Based on aggregated 13F filings for Q4 2024.