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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
TFA
601
Toth Financial Advisory
Virginia
$1.03K
TPBG
602
Turning Point Benefit Group
Maryland
$1.03K
RMC
603
Resources Management Corp
Connecticut
$1K
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$974
CPG
605
Cornerstone Planning Group
New Jersey
$951
SRCM
606
Signature Resources Capital Management
California
$944
SL
607
Salomon & Ludwin
Virginia
$901
KG
608
Kilter Group
New York
$885
WA
609
WestEnd Advisors
North Carolina
$796
GFA
610
Godfrey Financial Associates
New York
$767
WTC
611
WhitTier Trust Company
Nevada
$749
GWP
612
Gen-Wealth Partners
Michigan
$737
ME
613
McIlrath & Eck
Washington
$737
SC
614
SouthState Corp
Florida
$714
CFD
615
Creative Financial Designs
Indiana
$708
NL
616
NVWM LLC
Pennsylvania
$708
PCFFS
617
Pacific Center for Financial Services
California
$620
CFG
618
Clayton Financial Group
Missouri
$620
TFM
619
TFC Financial Management
Massachusetts
$561
FFO
620
Fortitude Family Office
Arizona
$560
PWA
621
Principia Wealth Advisory
Texas
$560
DF
622
Dunhill Financial
United Kingdom
$535
SWA
623
SOA Wealth Advisors
New York
$501
CWP
624
Clark Wealth Partners
Illinois
$501
PP
625
PFS Partners
New Jersey
$498