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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 %
BBHC
501
Brown Brothers Harriman & Co
New York
$12.5K -$1.96K -69 -14%
GITFIT
502
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$11.3K
B
503
Birchbrook
Maine
$11.3K
BWL
504
Bogart Wealth LLC
Virginia
$11.3K +$8.31K +293 +274%
FIA
505
FNY Investment Advisers
New York
$11K -$51.6K -1,854 -82%
AAG
506
Armstrong Advisory Group
Massachusetts
$10.9K
RA
507
Rise Advisors
New York
$10.7K +$2.07K +73 +24%
GWSG
508
GPS Wealth Strategies Group
Colorado
$10.2K +$1.42K +50 +16%
GWM
509
Geneos Wealth Management
Colorado
$10K -$15K -529 -60%
CT
510
Colonial Trust
South Carolina
$9.64K +$709 +25 +8%
MSWM
511
Mowery & Schoenfeld Wealth Management
Illinois
$9.21K -$992 -35 -10%
CTB
512
Country Trust Bank
Illinois
$9.02K
JEST
513
JTC Employer Solutions Trustee
Jersey
$9K
BTC
514
Bank & Trust Company
Illinois
$8.68K
NECFA
515
New England Capital Financial Advisors
Connecticut
$8.51K +$2.84K +100 +50%
QC
516
Quent Capital
New York
$8.34K +$2.47K +87 +42%
CWM
517
Cedar Wealth Management
California
$8.22K
AT
518
Arlington Trust
Alabama
$8.22K
WIM
519
Westside Investment Management
California
$8.15K
C
520
Covestor
United Kingdom
$8K +$86 +3 +1%
QPBE
521
Quintet Private Bank (Europe)
Luxembourg
$7.14K +$5.73K +202 +404%
CWP
522
Concord Wealth Partners
Virginia
$6.8K +$3.06K +108 +82%
CWM
523
CarsonAllaria Wealth Management
Illinois
$6.63K +$1.08K +38 +19%
FP
524
Financial Perspectives
Minnesota
$6.52K
ZBNA
525
Zions Bancorporation, National Association
Utah
$6.38K +$6.38K +225 New