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Moderna

732 hedge funds and large institutions have $11.5B invested in Moderna in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-46
Holders Change %
-5.91%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
141
Increased
227
Reduced
251
Closed
169
Calls
$929M
Puts
$1.16B
Net Calls
-$227M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
576
AllSquare Wealth Management
New York
$8.32K
HWA
577
HHM Wealth Advisors
Tennessee
$8.32K
NECFA
578
New England Capital Financial Advisors
Connecticut
$8.32K +$8.32K +200 New
CWM
579
CarsonAllaria Wealth Management
Illinois
$8.15K +$3.49K +84 +75%
SWA
580
SOA Wealth Advisors
New York
$8.11K -$2.95K -71 -27%
BGAI
581
Bruce G. Allen Investments
Colorado
$8.07K +$7.78K +187 +2,671%
CAL
582
Capital Analysts LLC
Pennsylvania
$8K +$844 +21 +12%
LWCFA
583
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.29K
EWA
584
EverSource Wealth Advisors
Alabama
$7.28K -$4.74K -114 -39%
HC
585
Hurley Capital
New York
$7.26K +$7.26K +167 New
OIA
586
Optimum Investment Advisors
Illinois
$7.07K -$30.5K -734 -81%
GKIM
587
GW&K Investment Management
Massachusetts
$7K +$438 +10 +7%
CSWM
588
Cassady Schiller Wealth Management
Ohio
$6.9K +$665 +16 +11%
FWA
589
Flagship Wealth Advisors
Massachusetts
$6.65K +$6.65K +160 New
CA
590
Continuum Advisory
Idaho
$6.61K -$42 -1 -0.6%
AA
591
Ancora Advisors
Ohio
$6.36K +$83 +2 +1%
PWMG
592
Private Wealth Management Group
New Jersey
$6.36K +$2.2K +53 +53%
PP
593
Pacifica Partners
Canada
$6.3K -$1.26K -30 -17%
TCOV
594
Trust Company of Vermont
Vermont
$6.24K -$12.5K -300 -67%
PSB
595
Piscataqua Savings Bank
New Hampshire
$6.24K -$7.9K -190 -56%
GSWM
596
Golden State Wealth Management
California
$6.07K +$6.07K +146 New
CWM
597
Centricity Wealth Management
Ohio
$5.86K +$5.86K +141 New
SAM
598
Synergy Asset Management
Washington
$5.75K +$5.75K +86 New
APW
599
Atlantic Private Wealth
North Carolina
$5.66K
TFA
600
Toth Financial Advisory
Virginia
$5.61K