We are live on ! Find out more
MRNA icon

Moderna

788 hedge funds and large institutions have $17.4B invested in Moderna in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 258 increasing their positions, 324 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 68.39%68.01% (-0.38%)

17% less funds holding

Funds holding: 954788 (-166)

20% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 324

36% less call options, than puts

Call options by funds: $926M | Put options by funds: $1.46B

44% less capital invested

Capital invested by funds: $31.1B → $17.4B (-$13.7B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

72% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 218

Holders
788
Holders Change
-166
Holders Change %
-17.4%
% of All Funds
11.32%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
61
Increased
258
Reduced
324
Closed
218
Calls
$926M
Puts
$1.46B
Net Calls
-$530M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
551
Center for Financial Planning
Michigan
$66K
MIHAS
552
Maj Invest Holding A/S
Denmark
$66K
SAM
553
Shell Asset Management
Netherlands
$66K +$91.4K +995 New
MA
554
Montag & Associates
Georgia
$65.9K -$27.5K -300 -23%
RS
555
Rakuten Securities
Japan
$62.9K +$71.4K +778 +477%
LFG
556
Larson Financial Group
Missouri
$60.8K +$29.1K +317 +53%
OIA
557
Optimum Investment Advisors
Illinois
$60.4K -$44.1K -480 -35%
FFA
558
Farther Finance Advisors
California
$60.4K -$16.3K -178 -16%
HI
559
Harbour Investments
Wisconsin
$58.4K -$45K -490 -36%
HGERS
560
Householder Group Estate & Retirement Specialist
Arizona
$58K +$9.18K +100 +13%
OAM
561
Ostrum Asset Management
France
$55.7K +$1.01K +11 +1%
ORAM
562
One River Asset Management
Connecticut
$52.7K +$73.5K +801 New
DP
563
Denver PWM
Colorado
$51.9K -$1.28K -14 -2%
OLVIG
564
Oliver Lagore Vanvalin Investment Group
Michigan
$51.1K -$32.1K -350 -31%
GSEP
565
Golden State Equity Partners
California
$50.8K +$69.9K +761 New
OAJ
566
Ogorek Anthony Joseph
New York
$47K +$9.09K +99 +16%
MSWM
567
Mowery & Schoenfeld Wealth Management
Illinois
$46.8K
CAM
568
Close Asset Management
United Kingdom
$45K
TIM
569
Tortoise Investment Management
New York
$44.9K -$91.8K -1,000 -60%
IUHSA
570
Itau Unibanco Holding S.A.
Brazil
$44.8K +$3.76K +41 +7%
SS
571
Sunbelt Securities
Texas
$44.7K -$33.1K -360 -35%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$44.6K -$11.5K -125 -16%
CFGS
573
Concourse Financial Group Securities
Alabama
$43.4K -$13.9K -151 -19%
IA
574
IFP Advisors
Florida
$41.1K -$27.1K -295 -32%
GM
575
GeoWealth Management
Illinois
$41K -$65K -708 -54%

MRNA Hedge Fund Activity: Q3 2024 in Review

788 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2024, worth a combined $17.4B — down 44% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 218 funds closed out of MRNA and 61 opened new positions — a net loss of 157 holders — while 324 trimmed existing stakes and 258 added.

The largest buyer was State Street, adding an estimated $167M. The largest seller was Capital World Investors, exiting entirely with an estimated $435M sold.

  • 788 institutional investors held Moderna (MRNA) as of Q3 2024, down from 954 in Q2 2024.
  • Funds reported $17.4B of Moderna stock for Q3 2024, down 44% quarter-over-quarter.
  • 61 funds opened new Moderna positions in Q3 2024 and 218 closed out, a net change of -157 holders.
  • The largest Moderna buyer in Q3 2024 was State Street, an estimated $167M added.
  • The largest Moderna seller in Q3 2024 was Capital World Investors, an estimated $435M sold.

Based on aggregated 13F filings for Q3 2024.