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Moderna

672 hedge funds and large institutions have $9B invested in Moderna in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 167 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% more funds holding

Funds holding: 643672 (+29)

5% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.49B

34% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 254

Holders
672
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
$1.41B
Puts
$1.49B
Net Calls
Net Calls Change

Top Buyers

1 +$428M
2 +$349M
3 +$87.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$83.1M
5
BlackRock
BlackRock
New York
+$80.9M

Top Sellers

1 -$38.3M
2 -$36.9M
3 -$34.4M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$33.5M
5
Invesco
Invesco
Georgia
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
HHM Wealth Advisors
Tennessee
$5.9K
OPTFSNA
527
Old Point Trust & Financial Services N A
Virginia
$5.9K
W
528
WealthCollab
Washington
$5.9K
VR
529
Vision Retirement
New Jersey
$5.9K
QC
530
Quent Capital
New York
$5.84K
UBP
531
Union Bancaire Privee
Switzerland
$5.63K
GA
532
GoalVest Advisory
New York
$5.16K
SWM
533
SHP Wealth Management
Massachusetts
$4.84K
JFG
534
JDM Financial Group
Texas
$4.42K
SGK
535
Steigerwald Gordon & Koch
Virginia
$4.42K
TCOV
536
Trust Company of Vermont
Vermont
$4.42K
GWM
537
Geneos Wealth Management
Colorado
$4.31K
TSMHT
538
Thurston Springer Miller Herd & Titak
Indiana
$4.28K
CA
539
Clearstead Advisors
Ohio
$4.16K
PWMG
540
Prestige Wealth Management Group
New Jersey
$4.04K
SWP
541
Strategic Wealth Partners
Ohio
$4.04K
MAM
542
Meeder Asset Management
Ohio
$4.04K
APW
543
Atlantic Private Wealth
North Carolina
$4.01K
AW
544
Avion Wealth
Texas
$4K
KFAS
545
Keating Financial Advisory Services
Kansas
$3.98K
PWAM
546
Private Wealth Asset Management
Iowa
$3.75K
LB
547
Legacy Bridge
Iowa
$3.72K
PWMG
548
Private Wealth Management Group
New Jersey
$3.66K
KSB
549
Kennebec Savings Bank
Maine
$3.57K
MCM
550
MV Capital Management
Maryland
$3.48K