We are live on ! Find out more
MRNA icon

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
IA
501
IFP Advisors
Florida
$14.2K -$4.37K -123 -22%
AIC
502
Archer Investment Corporation
Indiana
$14.2K
CWM
503
Consultiva Wealth Management
Puerto Rico
$14.2K +$17.7K +500 New
PWM
504
Parkworth Wealth Management
California
$14.2K +$17.7K +500 New
BLC
505
Brown, Lisle/Cummings
Rhode Island
$13.5K
RIL
506
Rothschild Investment LLC
Illinois
$13.4K -$3.8K -107 -18%
HCP
507
Hexagon Capital Partners
Arkansas
$12.7K -$213 -6 -1%
BBHC
508
Brown Brothers Harriman & Co
New York
$12.5K -$2.45K -69 -14%
B
509
Birchbrook
Maine
$11.3K
GITFIT
510
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$11.3K
BWL
511
Bogart Wealth LLC
Virginia
$11.3K +$10.4K +293 +274%
FIA
512
FNY Investment Advisers
New York
$11K -$65.8K -1,854 -82%
AAG
513
Armstrong Advisory Group
Massachusetts
$10.9K
RA
514
Rise Advisors
New York
$10.7K +$2.59K +73 +24%
GWSG
515
GPS Wealth Strategies Group
Colorado
$10.2K +$1.77K +50 +16%
GWM
516
Geneos Wealth Management
Colorado
$10K -$18.8K -529 -60%
CT
517
Colonial Trust
South Carolina
$9.64K +$887 +25 +8%
MSWM
518
Mowery & Schoenfeld Wealth Management
Illinois
$9.21K -$1.24K -35 -10%
CTB
519
Country Trust Bank
Illinois
$9.02K
JEST
520
JTC Employer Solutions Trustee
Jersey
$9K
BTC
521
Bank & Trust Company
Illinois
$8.68K
EPIMS
522
Evelyn Partners Investment Management Services
$8.62K
NECFA
523
New England Capital Financial Advisors
Connecticut
$8.51K +$3.55K +100 +50%
QC
524
Quent Capital
New York
$8.34K +$3.09K +87 +42%
AT
525
Arlington Trust
Alabama
$8.22K

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.