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1,312 hedge funds and large institutions have $77.5B invested in Moody's in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 533 increasing their positions, 423 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 102

26% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 423

1.43% more ownership

Funds ownership: 91.14%92.57% (+1.4%)

1% more funds holding

Funds holding: 1,3001,312 (+12)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

1% less capital invested

Capital invested by funds: $78.2B → $77.5B (-$670M)

10% less call options, than puts

Call options by funds: $117M | Put options by funds: $130M

Holders
1,312
Holders Change
+12
Holders Change %
+0.92%
% of All Funds
17.59%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
129
Increased
533
Reduced
423
Closed
102
Calls
$117M
Puts
$130M
Net Calls
-$13.5M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$11.5B
BlackRock
2
BlackRock
New York
$7.24B +$616M +1,278,818 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.9B +$57.6M +119,548 +0.8%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$6.13B -$40.3M -83,662 -0.6%
State Street
5
State Street
Massachusetts
$3.36B +$6.09M +12,648 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.02B +$185M +384,471 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.77B +$66.8M +138,534 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.27B -$46.1M -95,702 -3%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.18B -$240M -498,328 -16%
ACM
10
AKRE Capital Management
Virginia
$1.13B -$310M -643,469 -21%
Morgan Stanley
11
Morgan Stanley
New York
$1.11B +$58.6M +121,653 +5%
PAM
12
PineStone Asset Management
Quebec, Canada
$976M +$269M +558,138 +36%
Norges Bank
13
Norges Bank
Norway
$916M -$59.1M -122,714 -6%
Northern Trust
14
Northern Trust
Illinois
$820M -$7.53M -15,629 -0.9%
UBS AM
15
UBS AM
Illinois
$769M +$29.3M +60,816 +4%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$739M +$67.5M +140,128 +10%
Jennison Associates
17
Jennison Associates
New York
$731M -$295M -611,890 -28%
Goldman Sachs
18
Goldman Sachs
New York
$713M +$128M +265,389 +21%
Legal & General Group
19
Legal & General Group
United Kingdom
$648M +$25.2M +52,266 +4%
LP
20
Longview Partners
Guernsey
$617M -$41M -84,986 -6%
VFCM
21
Valley Forge Capital Management
Florida
$612M
JP Morgan Chase
22
JP Morgan Chase
New York
$603M +$10.7M +22,257 +2%
RCWMU
23
Rothschild & Co Wealth Management (UK)
United Kingdom
$506M +$1.67M +3,475 +0.3%
Charles Schwab
24
Charles Schwab
California
$479M +$16.1M +33,445 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$476M +$88.8M +184,247 +22%

MCO Hedge Fund Activity: Q1 2025 in Review

1,312 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2025, worth a combined $77.5B — down 0.86% from $78.2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new MCO positions and 102 closed out — a net gain of 27 holders — while 533 added to existing stakes and 423 trimmed.

The largest buyer was BlackRock, adding an estimated $616M. The largest seller was Ninety One (UK), cutting an estimated $332M.

  • 1,312 institutional investors held Moody's (MCO) as of Q1 2025, up from 1,300 in Q4 2024.
  • Funds reported $77.5B of Moody's stock for Q1 2025, down 0.86% quarter-over-quarter.
  • 129 funds opened new Moody's positions in Q1 2025 and 102 closed out, a net change of +27 holders.
  • The largest Moody's buyer in Q1 2025 was BlackRock, an estimated $616M added.
  • The largest Moody's seller in Q1 2025 was Ninety One (UK), an estimated $332M sold.

Based on aggregated 13F filings for Q1 2025.