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Moderna

722 hedge funds and large institutions have $15.6B invested in Moderna in 2026 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 236 increasing their positions, 200 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.12% more ownership

Funds ownership: 77.87%77.99% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.89B

Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76B
Puts
$1.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
501
OneFund LLC
Florida
$47.9K
SWM
502
Spire Wealth Management
Virginia
$47K
SAM
503
Smartleaf Asset Management
Massachusetts
$46.3K
CAM
504
Costello Asset Management
Pennsylvania
$45.7K
FCAS
505
First Command Advisory Services
Texas
$43.2K
ADL
506
Asset Dedication LLC
California
$42.8K
SIS
507
Sound Income Strategies
Florida
$41.9K
PWA
508
Physician Wealth Advisors
Utah
$41.8K
AssetMark Inc
509
AssetMark Inc
California
$40.7K
JSAM
510
J. Safra Asset Management
New York
$39.9K
RIL
511
Rothschild Investment LLC
Illinois
$39.2K
BF
512
BOK Financial
Oklahoma
$39.1K
CA
513
Crewe Advisors
Utah
$36.9K
MSWM
514
Mowery & Schoenfeld Wealth Management
Illinois
$35.6K
LP
515
LMR Partners
United Kingdom
$35.5K
SN
516
Sittner & Nelson
Oregon
$35.1K
CA
517
CoreCap Advisors
Michigan
$33.7K
FFA
518
Frazier Financial Advisors
Ohio
$32.3K
CH
519
Canton Hathaway
Rhode Island
$30.5K
SC
520
Stance Capital
Massachusetts
$28.9K
JWA
521
JFS Wealth Advisors
Pennsylvania
$28.6K
OCWP
522
Owl Creek Wealth Partners
Colorado
$28K
MWA
523
Medallion Wealth Advisors
Connecticut
$26.7K
AIC
524
Archer Investment Corporation
Indiana
$26.4K
CWM
525
Consultiva Wealth Management
Puerto Rico
$25.4K