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Moderna

681 hedge funds and large institutions have $7.9B invested in Moderna in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 256 increasing their positions, 202 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-51
Holders Change %
-6.97%
% of All Funds
9.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
89
Increased
256
Reduced
202
Closed
127
Calls
$800M
Puts
$1.03B
Net Calls
-$226M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
BF
476
BOK Financial
Oklahoma
$20.4K +$1.59K +56 +8%
CWM
477
Crowley Wealth Management
Delaware
$19.8K -$7.8K -275 -28%
SN
478
Sittner & Nelson
Oregon
$19.6K
CAM
479
Close Asset Management
United Kingdom
$19K
CAL
480
Capital Advisors Ltd
Ohio
$19K +$4.69K +166 +33%
AWM
481
Activest Wealth Management
Florida
$18.5K -$8.14K -287 -31%
FFA
482
Frazier Financial Advisors
Ohio
$18.1K +$11.8K +416 +187%
TIM
483
Tortoise Investment Management
New York
$17.1K -$1.99K -70 -10%
WSFS
484
Wilmington Savings Fund Society
Delaware
$17K -$5.25K -185 -24%
MMCM
485
Murphy & Mullick Capital Management
New York
$16.4K
S
486
Sachetta
Massachusetts
$16.3K -$12K -422 -42%
SAM
487
Smartleaf Asset Management
Massachusetts
$15.9K -$1.59K -51 -9%
SC
488
Stephens Consulting
Michigan
$15.5K
AssetMark Inc
489
AssetMark Inc
California
$15.5K +$5.07K +179 +49%
EWA
490
EverSource Wealth Advisors
Alabama
$15.3K +$10.4K +365 +209%
OIAM
491
OFI Invest Asset Management
France
$15.3K -$16K -611 -51%
JWA
492
JFS Wealth Advisors
Pennsylvania
$14.4K -$28 -1 -0.2%
IA
493
IFP Advisors
Florida
$14.2K -$4K -123 -22%
AIC
494
Archer Investment Corporation
Indiana
$14.2K
CWM
495
Consultiva Wealth Management
Puerto Rico
$14.2K +$14.2K +500 New
PWM
496
Parkworth Wealth Management
California
$14.2K +$14.2K +500 New
EPIMS
497
Evelyn Partners Investment Management Services
$13.9K +$13.9K +1,418 New
BLC
498
Brown, Lisle/Cummings
Rhode Island
$13.5K
RIL
499
Rothschild Investment LLC
Illinois
$13.4K -$3.03K -107 -18%
HCP
500
Hexagon Capital Partners
Arkansas
$12.7K -$170 -6 -1%