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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
EWA
576
EQ Wealth Advisors
Texas
$2.04K
CAM
577
Close Asset Management
United Kingdom
$2K
HC
578
Hurley Capital
New York
$1.89K
LI
579
Louisbourg Investments
New Brunswick, Canada
$1.83K
HFS
580
Hughes Financial Services
Virginia
$1.77K
VWWMG
581
Vermillion & White Wealth Management Group
Pennsylvania
$1.65K
AWM
582
Abound Wealth Management
Tennessee
$1.62K
IA
583
IFS Advisors
Kansas
$1.62K
GSWM
584
Golden State Wealth Management
California
$1.56K
KFI
585
Key Financial Inc
Pennsylvania
$1.5K
BWM
586
Bernard Wealth Management
Michigan
$1.48K
CSB
587
City State Bank
Iowa
$1.48K
HPC
588
HM Payson & Co
Maine
$1.48K
CW
589
Curio Wealth
Maryland
$1.44K
GEA
590
Glen Eagle Advisors
New Jersey
$1.39K
BFS
591
Bare Financial Services
Pennsylvania
$1.36K
BCM
592
Blume Capital Management
California
$1.33K
MS
593
Monetary Solutions
Ohio
$1.33K
RWS
594
Retirement Wealth Solutions
Wisconsin
$1.3K
SWIM
595
Smallwood Wealth Investment Management
New Jersey
$1.21K
DWS
596
Dynamic Wealth Strategies
California
$1.18K
GIA
597
GHP Investment Advisors
Colorado
$1.18K
SFS
598
Sunrise Financial Services
Washington
$1.18K
PS
599
PayPay Securities
Japan
$1.15K
RWM
600
RMG Wealth Management
Wisconsin
$1.13K