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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 %
JFG
626
JDM Financial Group
Texas
$851
CFD
627
Creative Financial Designs
Indiana
$822 +$142 +5 +21%
SL
628
Salomon & Ludwin
Virginia
$794
KSB
629
Kennebec Savings Bank
Maine
$737
GWP
630
Gen-Wealth Partners
Michigan
$709
ME
631
McIlrath & Eck
Washington
$709
TCA
632
Trifecta Capital Advisors
Illinois
$709 +$709 +25 New
PBK
633
Peoples Bank (Kansas)
Kansas
$708
PCFFS
634
Pacific Center for Financial Services
California
$681
DF
635
Dunhill Financial
United Kingdom
$657 +$171 +6 +35%
CPG
636
Cornerstone Planning Group
New Jersey
$610 +$610 +23 New
PS
637
PayPay Securities
Japan
$586 -$117 -4 -17%
BIA
638
Bell Investment Advisors
California
$567 -$170 -6 -23%
TCPG
639
Trivant Custom Portfolio Group
California
$567
GCM
640
GKV Capital Management
California
$482
NL
641
NVWM LLC
Pennsylvania
$454 +$170 +6 +60%
WWM
642
Wolff Wiese Magana
California
$426 +$426 +15 New
WA
643
WPG Advisers
Maryland
$425
FC
644
Fairscale Capital
New Hampshire
$397
CMA
645
Cedar Mountain Advisors
Oregon
$369
IWM
646
IMG Wealth Management
Florida
$369
LI
647
LRI Investments
Florida
$369 +$28 +1 +8%
WA
648
WestEnd Advisors
North Carolina
$369 +$255 +9 +225%
AA
649
Addison Advisors
Vermont
$341 -$369 -13 -52%
CWA
650
Carolina Wealth Advisors
South Carolina
$340