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Moderna

622 hedge funds and large institutions have $7.1B invested in Moderna in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 225 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

15% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 225

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 91

Holders
622
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.33B
Net Calls
Net Calls Change

Top Buyers

1 +$54.6M
2 +$48M
3 +$32.9M
4
Invesco
Invesco
Georgia
+$28.8M
5
Squarepoint
Squarepoint
New York
+$27.2M

Top Sellers

1 -$190M
2 -$62.9M
3 -$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$34M
5
BG
Bellevue Group
Switzerland
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
501
Root Financial Partners
California
$4.44K
ZBNA
502
Zions Bancorporation, National Association
Utah
$4.42K
HC
503
Hurley Capital
New York
$4.31K
SWP
504
Strategic Wealth Partners
Ohio
$4.29K
TCOV
505
Trust Company of Vermont
Vermont
$3.88K
PG
506
Proffitt & Goodson
Tennessee
$3.88K
JFG
507
JDM Financial Group
Texas
$3.88K
SGK
508
Steigerwald Gordon & Koch
Virginia
$3.88K
SWA
509
SOA Wealth Advisors
New York
$3.77K
GWM
510
Geneos Wealth Management
Colorado
$3.77K
FNWA
511
Financial Network Wealth Advisors
Utah
$3.72K
AA
512
Ancora Advisors
Ohio
$3.67K
BCWM
513
Bartlett & Co Wealth Management
Ohio
$3.59K
MAM
514
Meeder Asset Management
Ohio
$3.56K
APW
515
Atlantic Private Wealth
North Carolina
$3.51K
PWMG
516
Prestige Wealth Management Group
New Jersey
$3.38K
LWA
517
Lowe Wealth Advisors
Maryland
$3.36K
CA
518
Clearstead Advisors
Ohio
$3.36K
MLA
519
MB, Levis & Associates
Pennsylvania
$3.28K
PWAM
520
Private Wealth Asset Management
Iowa
$3.28K
TFM
521
TFC Financial Management
Massachusetts
$3.22K
TCOT
522
Trust Company of Toledo
Ohio
$3.15K
KSB
523
Kennebec Savings Bank
Maine
$3.13K
CIAS
524
CBIZ Investment Advisory Services
Ohio
$2.87K
BGAI
525
Bruce G. Allen Investments
Colorado
$2.87K