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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
OC
551
Optima Capital
Oregon
$3.39K
CIAS
552
CBIZ Investment Advisory Services
Ohio
$3.27K
BCWM
553
Bartlett & Co Wealth Management
Ohio
$3.07K
BSC
554
Brown Shipley & Co
United Kingdom
$3.07K
CMP
555
Coston McIsaac & Partners
Maine
$3K
IIM
556
IFC & Insurance Marketing
California
$3K
CCC
557
Chelsea Counsel Company
California
$2.95K
AP
558
Atwood & Palmer
Missouri
$2.95K
CWM
559
Cedar Wealth Management
California
$2.95K
DAM
560
Delta Asset Management
Tennessee
$2.95K
FMB
561
Field & Main Bank
Kentucky
$2.95K
MWPCG
562
Measured Wealth Private Client Group
New Hampshire
$2.95K
OSNBOA
563
Old Second National Bank of Aurora
Illinois
$2.95K
VFM
564
Vision Financial Markets
Connecticut
$2.95K
CT
565
Clearstead Trust
Maine
$2.83K
GWSG
566
GPS Wealth Strategies Group
Colorado
$2.8K
RFP
567
Root Financial Partners
California
$2.8K
MEG
568
Millstone Evans Group
Colorado
$2.57K
DFC
569
DB Fitzpatrick & Co
Idaho
$2.51K
OP
570
ORG Partners
Indiana
$2.44K
HHMI
571
Howard Hughes Medical Institute
Maryland
$2.21K
BIA
572
Bell Investment Advisors
California
$2.21K
EWP
573
Elevation Wealth Partners
California
$2.18K
FNWA
574
Financial Network Wealth Advisors
Utah
$2.18K
BGAI
575
Bruce G. Allen Investments
Colorado
$2.12K