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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
OP
576
ORG Partners
Indiana
$3.14K +$1.21K +34 +41%
HFS
577
Hantz Financial Services
Michigan
$3K -$461 -13 -12%
BSC
578
Brown Shipley & Co
United Kingdom
$2.95K
CCC
579
Chelsea Counsel Company
California
$2.89K -$240K -6,757 -99%
MCM
580
Manchester Capital Management
Vermont
$2.89K +$1.17K +33 +48%
AP
581
Atwood & Palmer
Missouri
$2.83K
DAM
582
Delta Asset Management
Tennessee
$2.83K
NCM
583
Northwest Capital Management
Oregon
$2.83K
OSNBOA
584
Old Second National Bank of Aurora
Illinois
$2.83K
PB
585
Pinnacle Bancorp
Nebraska
$2.83K
SR
586
Syntax Research
Florida
$2.83K
VFM
587
Vision Financial Markets
Connecticut
$2.83K
FMB
588
Field & Main Bank
Kentucky
$2.83K
RCM
589
Ravenstone Capital Management
$2.81K -$32K -901 -90%
MEG
590
Millstone Evans Group
Colorado
$2.47K
PPWM
591
PFG Private Wealth Management
Florida
$2.38K +$2.98K +84 New
GSWM
592
Golden State Wealth Management
California
$2.35K -$2.24K -63 -43%
GFPC
593
Global Financial Private Client
Florida
$2.35K +$177 +5 +6%
MAM
594
Meeder Asset Management
Ohio
$2.33K -$1.06K -30 -27%
BL
595
BFSG LLC
California
$2.24K +$2.09K +59 +295%
CI
596
CX Institutional
Indiana
$2K +$2.98K +84 New
EWA
597
EQ Wealth Advisors
Texas
$1.96K +$2.45K +69 New
CIR
598
Clear Investment Research
Georgia
$1.93K +$1.03K +29 +74%
SO
599
Sierra Ocean
California
$1.9K -$1.28K -36 -35%
MWM
600
MorganRosel Wealth Management
Colorado
$1.9K +$2.38K +67 New

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.