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Moderna

662 hedge funds and large institutions have $8.04B invested in Moderna in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 234 increasing their positions, 212 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-19
Holders Change %
-2.79%
% of All Funds
8.88%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
91
Increased
234
Reduced
212
Closed
98
Calls
$896M
Puts
$1.09B
Net Calls
-$194M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
626
Scarborough Advisors
Maryland
$386 +$386 +14 New
DF
627
Dunhill Financial
United Kingdom
$367 -$282 -10 -43%
IWM
628
IMG Wealth Management
Florida
$359
LI
629
LRI Investments
Florida
$359
CMA
630
Cedar Mountain Advisors
Oregon
$359
CT
631
Clearstead Trust
Maine
$332 -$2.99K -108 -90%
AA
632
Addison Advisors
Vermont
$332
PMFA
633
Plante Moran Financial Advisors
Michigan
$331 +$55 +2 +20%
PP
634
PFS Partners
New Jersey
$301
MSWA
635
Marshall & Sterling Wealth Advisors
New York
$276 -$20K -725 -99%
MSFP
636
Mark Sheptoff Financial Planning
Connecticut
$276
FDCP
637
Foster Dykema Cabot & Partners
Massachusetts
$276
TF
638
Tompkins Financial
New York
$276
CVM
639
Cheviot Value Management
California
$235
VWA
640
Valued Wealth Advisors
Utah
$221
SFCL
641
Strengthening Families & Communities LLC
Massachusetts
$221 +$55 +2 +33%
CW
642
Curio Wealth
Maryland
$221 +$193 +7 +700%
WAS
643
Winch Advisory Services
Wisconsin
$193
QWM
644
Quaker Wealth Management
New Jersey
$166 +$166 +6 New
NL
645
NVWM LLC
Pennsylvania
$138 -$304 -11 -69%
CFG
646
Chapman Financial Group
Hawaii
$138 +$138 +5 New
MIM
647
MTM Investment Management
South Carolina
$138 +$138 +5 New
WA
648
Whipplewood Advisors
Colorado
$110 -$1.05K -38 -90%
TCM
649
TruNorth Capital Management
Michigan
$110
BTD
650
BankPlus Trust Department
Mississippi
$83