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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
HC
551
Hurley Capital
New York
$4.73K
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.64K
FWA
553
Flagship Wealth Advisors
Massachusetts
$4.54K
FHA
554
First Horizon Advisors
Tennessee
$4.48K +$2.27K +64 +68%
TCOV
555
Trust Company of Vermont
Vermont
$4.25K
CSB
556
City State Bank
Iowa
$4.25K +$1.77K +50 +50%
PG
557
Proffitt & Goodson
Tennessee
$4.25K +$5.32K +150 New
RA
558
Ransom Advisory
Rhode Island
$4.25K
AA
559
Ancora Advisors
Ohio
$4.22K -$142 -4 -3%
PWAM
560
Private Wealth Asset Management
Iowa
$4.17K +$5.22K +147 New
AF
561
Advisornet Financial
Minnesota
$4.03K +$4.9K +138 +3,450%
NS
562
NBC Securities
Alabama
$4K +$5.5K +155 New
CFO
563
CVA Family Office
Colorado
$4K -$14.3K -403 -74%
CWM
564
Centricity Wealth Management
Ohio
$4K
BGAI
565
Bruce G. Allen Investments
Colorado
$3.97K -$1.92K -54 -28%
APW
566
Atlantic Private Wealth
North Carolina
$3.86K
TFA
567
Toth Financial Advisory
Virginia
$3.83K
LWA
568
Lowe Wealth Advisors
Maryland
$3.69K
NC
569
NewSquare Capital
Pennsylvania
$3.69K +$4.4K +124 +2,067%
SCB
570
Saudi Central Bank
Saudi Arabia
$3.66K +$4.58K +129 New
CA
571
Continuum Advisory
Idaho
$3.6K -$1.14K -32 -20%
MLA
572
MB, Levis & Associates
Pennsylvania
$3.6K
CA
573
Clearstead Advisors
Ohio
$3.4K +$284 +8 +7%
CT
574
Clearstead Trust
Maine
$3.4K +$4.26K +120 New
TSMHT
575
Thurston Springer Miller Herd & Titak
Indiana
$3.15K

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.