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
CWM
526
Cedar Wealth Management
California
$8.22K
WIM
527
Westside Investment Management
California
$8.15K
C
528
Covestor
United Kingdom
$8K +$106 +3 +1%
QPBE
529
Quintet Private Bank (Europe)
Luxembourg
$7.14K +$7.17K +202 +404%
CWP
530
Concord Wealth Partners
Virginia
$6.8K +$3.83K +108 +82%
CWM
531
CarsonAllaria Wealth Management
Illinois
$6.63K +$1.35K +38 +19%
FP
532
Financial Perspectives
Minnesota
$6.52K
ZBNA
533
Zions Bancorporation, National Association
Utah
$6.38K +$7.98K +225 New
TPCW
534
TD Private Client Wealth
New York
$6.04K +$6.25K +176 +476%
CAL
535
Capital Analysts LLC
Pennsylvania
$6K
CFFP
536
Center for Financial Planning
Michigan
$5.95K -$27.6K -778 -79%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$5.95K
TCM
538
Tradewinds Capital Management
Washington
$5.87K +$7.35K +207 New
AWM
539
Accredited Wealth Management
Kentucky
$5.67K -$1.77K -50 -20%
AWM
540
AllSquare Wealth Management
New York
$5.67K
HWA
541
HHM Wealth Advisors
Tennessee
$5.67K
OPTFSNA
542
Old Point Trust & Financial Services N A
Virginia
$5.67K
W
543
WealthCollab
Washington
$5.67K
SFGP
544
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.67K +$5.32K +150 +300%
PWMG
545
Private Wealth Management Group
New Jersey
$5.58K +$1.56K +44 +29%
SWA
546
SOA Wealth Advisors
New York
$5.53K
SC
547
SouthState Corp
Florida
$5.22K +$6.53K +184 New
GKIM
548
GW&K Investment Management
Massachusetts
$5K +$1.21K +34 +21%
STB
549
S&T Bank
Pennsylvania
$4.99K +$6.25K +176 New
MCM
550
MV Capital Management
Maryland
$4.79K +$1.42K +40 +31%

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.