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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
WW
626
Winnow Wealth
Texas
$480
TM
627
Torren Management
California
$472
WA
628
WPG Advisers
Maryland
$442
DSC
629
Daytona Street Capital
Missouri
$442
NSIM
630
North Star Investment Management
Illinois
$442
FC
631
Fairscale Capital
New Hampshire
$413
CFB
632
Cullen/Frost Bankers
Texas
$413
MA
633
Modus Advisors
Minnesota
$413
CVM
634
Cheviot Value Management
California
$408
SFG
635
Strive Financial Group
Indiana
$386
SA
636
Scarborough Advisors
Maryland
$383
CMA
637
Cedar Mountain Advisors
Oregon
$383
IWM
638
IMG Wealth Management
Florida
$383
LI
639
LRI Investments
Florida
$383
CIA
640
Cape Investment Advisory
Georgia
$354
AA
641
Addison Advisors
Vermont
$354
FDCP
642
Foster Dykema Cabot & Partners
Massachusetts
$295
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$295
PMFA
644
Plante Moran Financial Advisors
Michigan
$295
SS
645
Sunbelt Securities
Texas
$295
TF
646
Tompkins Financial
New York
$295
NL
647
Navalign LLC
California
$295
APW
648
Aventura Private Wealth
Florida
$265
SEP
649
Signature Equity Partners
Ohio
$236
BHWM
650
Bay Harbor Wealth Management
Maryland
$235