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Moderna

694 hedge funds and large institutions have $8B invested in Moderna in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 262 increasing their positions, 208 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 208

1.13% more ownership

Funds ownership: 72%73.13% (+1.1%)

7% less funds holding

Funds holding: 746694 (-52)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less call options, than puts

Call options by funds: $800M | Put options by funds: $1.03B

31% less capital invested

Capital invested by funds: $11.5B → $8B (-$3.52B)

32% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 128

Holders
694
Holders Change
-52
Holders Change %
-6.97%
% of All Funds
9.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
87
Increased
262
Reduced
208
Closed
128
Calls
$800M
Puts
$1.03B
Net Calls
-$226M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
626
Y.D. More Investments
Israel
$1.12K +$1.42K +40 New
BCWM
627
Bartlett & Co Wealth Management
Ohio
$1.08K +$106 +3 +9%
GEA
628
Glen Eagle Advisors
New Jersey
$1.05K -$781 -22 -37%
WPA
629
West Paces Advisors
Georgia
$1.02K -$248 -7 -16%
FNWA
630
Financial Network Wealth Advisors
Utah
$1.02K +$1.28K +36 New
ST
631
Smithfield Trust
Pennsylvania
$1K
WTA
632
Washington Trust Advisors
Massachusetts
$992
SRCM
633
Signature Resources Capital Management
California
$907
RWML
634
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$879 -$426 -12 -28%
DF
635
DecisionPoint Financial
Arizona
$879
JFG
636
JDM Financial Group
Texas
$851
CFD
637
Creative Financial Designs
Indiana
$822 +$177 +5 +21%
SL
638
Salomon & Ludwin
Virginia
$794
KSB
639
Kennebec Savings Bank
Maine
$737
CAM
640
Chesapeake Asset Management
New York
$737 +$923 +26 New
GWP
641
Gen-Wealth Partners
Michigan
$709
ME
642
McIlrath & Eck
Washington
$709
TCA
643
Trifecta Capital Advisors
Illinois
$709 +$887 +25 New
PBK
644
Peoples Bank (Kansas)
Kansas
$708
PCFFS
645
Pacific Center for Financial Services
California
$681
DF
646
Dunhill Financial
United Kingdom
$657 +$213 +6 +35%
CPG
647
Cornerstone Planning Group
New Jersey
$610 +$816 +23 New
PS
648
PayPay Securities
Japan
$586 -$142 -4 -17%
BIA
649
Bell Investment Advisors
California
$567 -$213 -6 -23%
TCPG
650
Trivant Custom Portfolio Group
California
$567

MRNA Hedge Fund Activity: Q1 2025 in Review

694 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2025, worth a combined $8B — down 31% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of MRNA and 87 opened new positions — a net loss of 41 holders — while 208 trimmed existing stakes and 262 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $137M. The largest seller was Baillie Gifford & Co, cutting an estimated $495M.

  • 694 institutional investors held Moderna (MRNA) as of Q1 2025, down from 746 in Q4 2024.
  • Funds reported $8B of Moderna stock for Q1 2025, down 31% quarter-over-quarter.
  • 87 funds opened new Moderna positions in Q1 2025 and 128 closed out, a net change of -41 holders.
  • The largest Moderna buyer in Q1 2025 was D.E. Shaw & Co, an estimated $137M added.
  • The largest Moderna seller in Q1 2025 was Baillie Gifford & Co, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2025.