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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 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+31
Holders Change %
+2.39%
% of All Funds
17.8%
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
93
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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12.4B – – –
BlackRock
2
BlackRock
New York
$7.58B -$218M -434,781 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.53B +$96M +191,368 +1%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$6.64B +$42.1M +83,872 +0.6%
State Street
5
State Street
Massachusetts
$3.58B -$36.6M -72,986 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.13B -$120M -238,285 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.94B +$34.7M +69,455 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.31B -$52.8M -105,268 -4%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.29B +$17.6M +35,123 +1%
Morgan Stanley
10
Morgan Stanley
New York
$1.17B -$26.9M -53,691 -2%
PAM
11
PineStone Asset Management
Quebec, Canada
$1.16B +$108M +215,551 +10%
ACM
12
AKRE Capital Management
Virginia
$1.16B -$65.2M -130,034 -5%
Norges Bank
13
Norges Bank
Norway
$988M +$988M +1,968,787 New
UBS AM
14
UBS AM
Illinois
$936M +$108M +215,398 +13%
Northern Trust
15
Northern Trust
Illinois
$873M -$10.7M -21,406 -1%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$762M -$33.8M -67,356 -4%
Goldman Sachs
17
Goldman Sachs
New York
$719M -$48.7M -97,015 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$680M -$18M -35,894 -3%
Jennison Associates
19
Jennison Associates
New York
$675M -$112M -223,781 -14%
VFCM
20
Valley Forge Capital Management
Florida
$659M – – –
LP
21
Longview Partners
Guernsey
$626M -$38.2M -76,250 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$577M -$72.5M -144,470 -11%
RCWMU
23
Rothschild & Co Wealth Management (UK)
United Kingdom
$553M +$7.64M +15,239 +1%
Invesco
24
Invesco
Georgia
$531M +$20.6M +41,140 +4%
Charles Schwab
25
Charles Schwab
California
$527M +$11.2M +22,352 +2%
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