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Moderna

681 hedge funds and large institutions have $7.9B invested in Moderna in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 256 increasing their positions, 202 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-51
Holders Change %
-6.97%
% of All Funds
9.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
89
Increased
256
Reduced
202
Closed
127
Calls
$800M
Puts
$1.03B
Net Calls
-$226M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
601
Hughes Financial Services
Virginia
$1.55K +$1.55K +57 New
KFI
602
Key Financial Inc
Pennsylvania
$1.45K
HPC
603
HM Payson & Co
Maine
$1.42K
BWM
604
Bernard Wealth Management
Michigan
$1.42K
DFC
605
DB Fitzpatrick & Co
Idaho
$1.42K +$1.42K +50 New
PSB
606
Piscataqua Savings Bank
New Hampshire
$1.42K -$2.83K -100 -67%
CB
607
Community Bank
New York
$1.42K
BCM
608
Blume Capital Management
California
$1.39K +$113 +4 +9%
TWD
609
True Wealth Design
Ohio
$1.31K +$1.16K +41 +820%
PP
610
Pacifica Partners
Canada
$1.29K -$2.57K -100 -67%
AWM
611
Ameliora Wealth Management
Switzerland
$1.28K
CIA
612
Cape Investment Advisory
Georgia
$1.22K
WBC
613
West Branch Capital
Massachusetts
$1.19K
SWIM
614
Smallwood Wealth Investment Management
New Jersey
$1.16K +$1.16K +41 New
GIA
615
GHP Investment Advisors
Colorado
$1.13K
DWS
616
Dynamic Wealth Strategies
California
$1.13K +$1.13K +40 New
YDMI
617
Y.D. More Investments
Israel
$1.12K +$1.12K +40 New
BCWM
618
Bartlett & Co Wealth Management
Ohio
$1.08K +$85 +3 +9%
GEA
619
Glen Eagle Advisors
New Jersey
$1.05K -$624 -22 -37%
WPA
620
West Paces Advisors
Georgia
$1.02K -$199 -7 -16%
FNWA
621
Financial Network Wealth Advisors
Utah
$1.02K +$1.02K +36 New
ST
622
Smithfield Trust
Pennsylvania
$1K
WTA
623
Washington Trust Advisors
Massachusetts
$992
SRCM
624
Signature Resources Capital Management
California
$907
DF
625
DecisionPoint Financial
Arizona
$879