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Moderna

672 hedge funds and large institutions have $9B invested in Moderna in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 167 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% more funds holding

Funds holding: 643672 (+29)

5% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.49B

34% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 254

Holders
672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.41B
Puts
$1.49B
Net Calls
Net Calls Change

Top Buyers

1 +$428M
2 +$349M
3 +$87.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$83.1M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1 -$38.3M
2 -$36.9M
3 -$34.4M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$33.5M
5
Invesco
Invesco
Georgia
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Probity Advisors
Texas
$285K
CIA
352
Concurrent Investment Advisors
Florida
$281K
BM
353
Brandywine Managers
Delaware
$280K
SCM
354
Shelton Capital Management
Colorado
$280K
SAM
355
Securian Asset Management
Minnesota
$279K
TGIA
356
Torrey Growth & Income Advisors
California
$279K
MSA
357
MUFG Securities Americas
New York
$276K
KRSITF
358
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$275K
DFCM
359
Dark Forest Capital Management
Puerto Rico
$273K
CAL
360
Capital Analysts LLC
Pennsylvania
$270K
ECSS
361
Eurizon Capital SGR SpA
$270K
CAM
362
Cidel Asset Management
Ontario, Canada
$269K
EF
363
Empirical Finance
Pennsylvania
$266K
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$263K
CIBC World Market
365
CIBC World Market
Ontario, Canada
$262K
SO
366
STRS Ohio
Ohio
$253K
KAS
367
Kestra Advisory Services
Texas
$252K
GF
368
Gabelli Funds
New York
$251K
DS
369
DRW Securities
Illinois
$249K
IIM
370
Ipswich Investment Management
Massachusetts
$249K
OIA
371
OneDigital Investment Advisors
Kansas
$242K
BAM
372
Belpointe Asset Management
Nevada
$242K
FCA
373
Fortis Capital Advisors
Kansas
$242K
CI
374
CX Institutional
Indiana
$239K
CCM
375
Coldstream Capital Management
Washington
$233K