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Moderna

662 hedge funds and large institutions have $8.04B invested in Moderna in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 234 increasing their positions, 212 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-19
Holders Change %
-2.79%
% of All Funds
8.88%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
91
Increased
234
Reduced
212
Closed
98
Calls
$896M
Puts
$1.09B
Net Calls
-$194M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
501
New England Capital Financial Advisors
Connecticut
$8.28K
BCM
502
Boreal Capital Management
Florida
$8.28K +$8.28K +300 New
CWM
503
Cedar Wealth Management
California
$8K
JEST
504
JTC Employer Solutions Trustee
Jersey
$8K
AAG
505
Armstrong Advisory Group
Massachusetts
$7.26K
OIAM
506
OFI Invest Asset Management
France
$7K -$6.68K -284 -49%
GWSG
507
GPS Wealth Strategies Group
Colorado
$6.93K -$2.95K -107 -30%
CWM
508
CarsonAllaria Wealth Management
Illinois
$6.46K
FP
509
Financial Perspectives
Minnesota
$6.35K
SSG
510
Summit Securities Group
New York
$6.32K +$6.32K +229 New
PWMG
511
Private Wealth Management Group
New Jersey
$6.21K +$773 +28 +14%
TCOT
512
Trust Company of Toledo
Ohio
$6.13K +$6.13K +222 New
GIA
513
GHP Investment Advisors
Colorado
$6.04K +$4.94K +179 +448%
TFIPS
514
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.93K -$31.7K -1,150 -84%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$5.79K
CFFP
516
Center for Financial Planning
Michigan
$5.79K
OPTFSNA
517
Old Point Trust & Financial Services N A
Virginia
$5.52K
W
518
WealthCollab
Washington
$5.52K
HWA
519
HHM Wealth Advisors
Tennessee
$5.52K
TCM
520
Tradewinds Capital Management
Washington
$5.38K -$331 -12 -6%
SWA
521
SOA Wealth Advisors
New York
$5.08K -$304 -11 -6%
PTC
522
Private Trust Company
Ohio
$5.05K -$15K -544 -75%
CAM
523
Close Asset Management
United Kingdom
$5K -$14.3K -500 -74%
CAL
524
Capital Analysts LLC
Pennsylvania
$5K
SAM
525
Smartleaf Asset Management
Massachusetts
$5K -$8.91K -328 -64%