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Moderna

694 hedge funds and large institutions have $8B invested in Moderna in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 262 increasing their positions, 208 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 208

1.13% more ownership

Funds ownership: 72%73.13% (+1.1%)

7% less funds holding

Funds holding: 746694 (-52)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less call options, than puts

Call options by funds: $800M | Put options by funds: $1.03B

31% less capital invested

Capital invested by funds: $11.5B → $8B (-$3.52B)

32% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 128

Holders
694
Holders Change
-52
Holders Change %
-6.97%
% of All Funds
9.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
87
Increased
262
Reduced
208
Closed
128
Calls
$800M
Puts
$1.03B
Net Calls
-$226M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
351
US Bancorp
Minnesota
$302K -$224K -6,303 -37%
LA
352
LVW Advisors
New York
$298K +$373K +10,500 New
GFM
353
GF Fund Management
China
$294K +$50.9K +1,435 +16%
OC
354
Oppenheimer & Co
New York
$290K +$9.05K +255 +3%
William Blair & Company
355
William Blair & Company
Illinois
$289K -$559K -15,740 -61%
NIWA
356
New Insight Wealth Advisors
California
$284K +$52.4K +1,478 +17%
SCM
357
Shelton Capital Management
Colorado
$274K -$71K -2,000 -17%
RG
358
Rathbones Group
United Kingdom
$272K +$13K +365 +4%
MML Investors Services
359
MML Investors Services
Massachusetts
$272K -$921K -25,965 -73%
AWM
360
Apollon Wealth Management
South Carolina
$271K +$110K +3,089 +48%
MPM
361
MBB Public Markets
Illinois
$271K +$339K +9,545 New
BM
362
Brandywine Managers
Delaware
$270K
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$266K +$334K +9,398 New
IMCOOI
364
Investment Management Corp of Ontario (IMCO)
Canada
$263K -$542K -15,278 -62%
WIA
365
World Investment Advisors
California
$263K +$76.8K +2,163 +30%
WH
366
Willner & Heller
California
$262K +$78.6K +2,215 +32%
EF
367
Empirical Finance
Pennsylvania
$261K +$22.1K +624 +7%
CW
368
CreativeOne Wealth
Kansas
$249K +$312K +8,781 New
CC
369
Capital Counsel
New York
$247K -$461 -13 -0.1%
OIA
370
OneDigital Investment Advisors
Kansas
$247K +$27.9K +785 +10%
TI
371
Tidal Investments
Wisconsin
$240K -$6.26M -176,315 -95%
VIA
372
Virtus Investment Advisers
Connecticut
$238K +$298K +8,385 New
GWM
373
GSB Wealth Management
Connecticut
$236K -$70.7K -1,991 -19%
EC
374
EntryPoint Capital
New York
$235K +$294K +8,279 New
QCM
375
QRG Capital Management
Illinois
$235K +$40.8K +1,150 +16%

MRNA Hedge Fund Activity: Q1 2025 in Review

694 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2025, worth a combined $8B — down 31% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of MRNA and 87 opened new positions — a net loss of 41 holders — while 208 trimmed existing stakes and 262 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $137M. The largest seller was Baillie Gifford & Co, cutting an estimated $495M.

  • 694 institutional investors held Moderna (MRNA) as of Q1 2025, down from 746 in Q4 2024.
  • Funds reported $8B of Moderna stock for Q1 2025, down 31% quarter-over-quarter.
  • 87 funds opened new Moderna positions in Q1 2025 and 128 closed out, a net change of -41 holders.
  • The largest Moderna buyer in Q1 2025 was D.E. Shaw & Co, an estimated $137M added.
  • The largest Moderna seller in Q1 2025 was Baillie Gifford & Co, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2025.