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Moderna

622 hedge funds and large institutions have $7.1B invested in Moderna in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 225 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

15% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 225

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 91

Holders
622
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.33B
Net Calls
Net Calls Change

Top Buyers

1 +$54.6M
2 +$48M
3 +$32.9M
4
Invesco
Invesco
Georgia
+$28.8M
5
Squarepoint
Squarepoint
New York
+$27.2M

Top Sellers

1 -$190M
2 -$62.9M
3 -$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$34M
5
BG
Bellevue Group
Switzerland
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
576
McIlrath & Eck
Washington
$646
GWP
577
Gen-Wealth Partners
Michigan
$646
PCFFS
578
Pacific Center for Financial Services
California
$620
CFD
579
Creative Financial Designs
Indiana
$620
NL
580
NVWM LLC
Pennsylvania
$620
WTC
581
WhitTier Trust Company
Nevada
$598
RWM
582
RMG Wealth Management
Wisconsin
$562
TFA
583
Transamerica Financial Advisors
Florida
$439
MCM
584
Manchester Capital Management
Vermont
$414
WA
585
WPG Advisers
Maryland
$387
FC
586
Fairscale Capital
New Hampshire
$362
CMA
587
Cedar Mountain Advisors
Oregon
$336
LI
588
LRI Investments
Florida
$336
IWM
589
IMG Wealth Management
Florida
$336
WA
590
WestEnd Advisors
North Carolina
$310
AA
591
Addison Advisors
Vermont
$310
PP
592
PFS Partners
New Jersey
$282
PMFA
593
Plante Moran Financial Advisors
Michigan
$258
MSFP
594
Mark Sheptoff Financial Planning
Connecticut
$258
FDCP
595
Foster Dykema Cabot & Partners
Massachusetts
$258
MSWA
596
Marshall & Sterling Wealth Advisors
New York
$258
SS
597
Sunbelt Securities
Texas
$258
TF
598
Tompkins Financial
New York
$258
TWD
599
True Wealth Design
Ohio
$233
CVM
600
Cheviot Value Management
California
$228