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1,401 hedge funds and large institutions have $71.6B invested in Moody's in 2026 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 498 increasing their positions, 518 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $256M | Put options by funds: $169M

39% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 111

1% more funds holding

Funds holding: 1,3811,401 (+20)

2% more capital invested

Capital invested by funds: $70.1B → $71.6B (+$1.44B)

0.13% more ownership

Funds ownership: 90.33%90.46% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 518

10% less funds holding in top 10

Funds holding in top 10: 5146 (-5)

Holders
1,401
Holders Change
+20
Holders Change %
+1.45%
% of All Funds
16.92%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
0.56%
New
154
Increased
498
Reduced
518
Closed
111
Calls
$256M
Puts
$169M
Net Calls
+$87.2M
Net Calls Change
+$63.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$11.2B
TCI Fund Management
2
TCI Fund Management
United Kingdom
$6.49B
BlackRock
3
BlackRock
New York
$5.64B -$299M -665,946 -5%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$4.42B -$57.2M -127,343 -1%
State Street
5
State Street
Massachusetts
$3.22B -$12.3M -27,451 -0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.26B -$769K -1,712 -0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.81B -$33.6M -74,748 -2%
Vanguard Portfolio Management
8
Vanguard Portfolio Management
Pennsylvania
$1.69B -$67M -149,092 -4%
Morgan Stanley
9
Morgan Stanley
New York
$1.08B +$25.7M +57,127 +2%
Norges Bank
10
Norges Bank
Norway
$1.07B +$1.07B +2,372,048 New
PAM
11
PineStone Asset Management
Quebec, Canada
$1.03B -$29.6M -65,823 -3%
Goldman Sachs
12
Goldman Sachs
New York
$963M -$13.7M -30,524 -1%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$945M -$122M -271,054 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$915M -$148M -329,672 -14%
ECU
15
Egerton Capital (UK)
United Kingdom
$772M +$71.2M +158,559 +10%
Northern Trust
16
Northern Trust
Illinois
$757M -$36.3M -80,898 -5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$700M -$128M -285,290 -16%
Principal Financial Group
18
Principal Financial Group
Iowa
$662M +$170M +379,518 +35%
UBS AM
19
UBS AM
Illinois
$643M +$14.8M +33,024 +2%
WPL
20
WINDACRE PARTNERSHIP LLC
Texas
$639M +$34.6M +77,000 +6%
VFCM
21
Valley Forge Capital Management
Florida
$597M
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$566M -$63.6M -141,627 -11%
Invesco
23
Invesco
Georgia
$544M +$77.5M +172,661 +17%
Charles Schwab
24
Charles Schwab
California
$544M +$24.5M +54,575 +5%
ACM
25
AKRE Capital Management
Virginia
$524M -$40.1M -89,221 -7%

MCO Hedge Fund Activity: Q2 2026 in Review

1,401 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2026, worth a combined $71.6B — up 2% from $70.1B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new MCO positions and 111 closed out — a net gain of 43 holders — while 498 added to existing stakes and 518 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $267M. The largest seller was BlackRock, cutting an estimated $299M.

  • 1,401 institutional investors held Moody's (MCO) as of Q2 2026, up from 1,381 in Q1 2026.
  • Funds reported $71.6B of Moody's stock for Q2 2026, up 2% quarter-over-quarter.
  • 154 funds opened new Moody's positions in Q2 2026 and 111 closed out, a net change of +43 holders.
  • The largest Moody's buyer in Q2 2026 was AQR Capital Management, an estimated $267M added.
  • The largest Moody's seller in Q2 2026 was BlackRock, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2026.