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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 %
TPCW
526
TD Private Client Wealth
New York
$6.04K +$4.99K +176 +476%
CAL
527
Capital Analysts LLC
Pennsylvania
$6K
CFFP
528
Center for Financial Planning
Michigan
$5.95K -$22.1K -778 -79%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$5.95K
TCM
530
Tradewinds Capital Management
Washington
$5.87K +$5.87K +207 New
AWM
531
Accredited Wealth Management
Kentucky
$5.67K -$1.42K -50 -20%
OPTFSNA
532
Old Point Trust & Financial Services N A
Virginia
$5.67K
W
533
WealthCollab
Washington
$5.67K
AWM
534
AllSquare Wealth Management
New York
$5.67K
HWA
535
HHM Wealth Advisors
Tennessee
$5.67K
SFG
536
Stonebridge Financial Group
Pennsylvania
$5.67K +$4.25K +150 +300%
PWMG
537
Private Wealth Management Group
New Jersey
$5.59K +$1.25K +44 +29%
SWA
538
SOA Wealth Advisors
New York
$5.53K
SC
539
SouthState Corp
Florida
$5.22K +$5.22K +184 New
GKIM
540
GW&K Investment Management
Massachusetts
$5K +$876 +34 +21%
STB
541
S&T Bank
Pennsylvania
$4.99K +$4.99K +176 New
MCM
542
MV Capital Management
Maryland
$4.79K +$1.13K +40 +31%
HC
543
Hurley Capital
New York
$4.73K
LWCFA
544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.65K
FWA
545
Flagship Wealth Advisors
Massachusetts
$4.54K
FHA
546
First Horizon Advisors
Tennessee
$4.48K +$1.81K +64 +68%
TCOV
547
Trust Company of Vermont
Vermont
$4.25K
CSB
548
City State Bank
Iowa
$4.25K +$1.42K +50 +50%
PG
549
Proffitt & Goodson
Tennessee
$4.25K +$4.25K +150 New
RA
550
Ransom Advisory
Rhode Island
$4.25K +$4.25K +150 New