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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12.4B
BlackRock
2
BlackRock
New York
$7.58B -$201M -434,781 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.53B +$88.6M +191,368 +1%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$6.64B +$38.8M +83,872 +0.6%
State Street
5
State Street
Massachusetts
$3.58B -$33.8M -72,986 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.13B -$110M -238,285 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.94B +$32.2M +69,455 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.31B -$48.8M -105,268 -4%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.29B +$16.3M +35,123 +1%
Morgan Stanley
10
Morgan Stanley
New York
$1.17B -$24.9M -53,691 -2%
PAM
11
PineStone Asset Management
Quebec, Canada
$1.16B +$99.8M +215,551 +10%
ACM
12
AKRE Capital Management
Virginia
$1.16B -$60.2M -130,034 -5%
Norges Bank
13
Norges Bank
Norway
$988M +$1.28M +2,755 +0.1%
UBS AM
14
UBS AM
Illinois
$936M +$99.8M +215,398 +13%
Northern Trust
15
Northern Trust
Illinois
$873M -$9.92M -21,406 -1%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$762M -$31.2M -67,356 -4%
Goldman Sachs
17
Goldman Sachs
New York
$719M -$44.9M -97,015 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$680M -$16.6M -35,894 -3%
Jennison Associates
19
Jennison Associates
New York
$675M -$104M -223,781 -14%
VFCM
20
Valley Forge Capital Management
Florida
$659M
LP
21
Longview Partners
Guernsey
$626M -$35.3M -76,250 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$577M -$66.9M -144,470 -11%
RCWMU
23
Rothschild & Co Wealth Management (UK)
United Kingdom
$553M +$7.06M +15,239 +1%
Invesco
24
Invesco
Georgia
$531M +$19.1M +41,140 +4%
Charles Schwab
25
Charles Schwab
California
$527M +$10.4M +22,352 +2%

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.