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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
KA
426
Kintegral Advisory
New York
$84.8K -$390 -11 -0.4%
MCM
427
MAI Capital Management
Ohio
$83.3K -$284 -8 -0.3%
LS
428
Livforsakringsbolaget Skandia
Sweden
$78.5K
SPIA
429
Steward Partners Investment Advisory
New York
$74.1K -$19.4K -547 -17%
LFG
430
Larson Financial Group
Missouri
$73.3K +$46.8K +1,318 +104%
IRC
431
Investors Research Corp
Georgia
$71.6K
PS
432
Principal Securities
Iowa
$70.4K
NFSG
433
Newbridge Financial Services Group
Florida
$66.8K +$44.5K +1,255 +114%
AF
434
Allworth Financial
California
$60.2K +$10.5K +297 +16%
HNB
435
Huntington National Bank
Ohio
$58.5K +$19K +536 +35%
BIG
436
Brooklyn Investment Group
New York
$57.7K +$44.6K +1,257 +162%
CTC
437
Central Trust Company
Missouri
$57.6K
PFBT
438
Parkside Financial Bank & Trust
Missouri
$55.9K +$3.55K +100 +5%
MTIM
439
Marathon Trading Investment Management
Pennsylvania
$53.3K -$1.09M -30,604 -94%
CA
440
Cornerstone Advisors
North Carolina
$51K
TLCM
441
Twin Lakes Capital Management
California
$50.2K
BTI
442
Blue Trust Inc
Georgia
$47.6K -$2.66K -75 -4%
FCAS
443
First Command Advisory Services
Texas
$45.4K
PPA
444
Pilgrim Partners Asia
Singapore
$45.4K
VCM
445
Versant Capital Management
Arizona
$45.2K +$45.4K +1,280 +409%
AG
446
AmeriFlex Group
Nevada
$42.9K -$7.1K -200 -12%
CA
447
Crewe Advisors
Utah
$40.1K
ANBT
448
American National Bank & Trust
Texas
$39.7K
TFIPS
449
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.7K +$3.55K +100 +8%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$37.8K +$9.83K +277 +26%

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.