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Moderna

788 hedge funds and large institutions have $17.4B invested in Moderna in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 258 increasing their positions, 324 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 68.39%68.01% (-0.38%)

17% less funds holding

Funds holding: 954788 (-166)

20% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 324

36% less call options, than puts

Call options by funds: $926M | Put options by funds: $1.46B

44% less capital invested

Capital invested by funds: $31.1B → $17.4B (-$13.7B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

72% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 218

Holders
788
Holders Change
-166
Holders Change %
-17.4%
% of All Funds
11.32%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
61
Increased
258
Reduced
324
Closed
218
Calls
$926M
Puts
$1.46B
Net Calls
-$530M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
651
Atlantic Private Wealth
North Carolina
$9.09K +$12.5K +136 New
TFA
652
Toth Financial Advisory
Virginia
$9.02K
GPFA
653
Game Plan Financial Advisors
Ohio
$9K
LWA
654
Lowe Wealth Advisors
Maryland
$8.69K
BWL
655
Bogart Wealth LLC
Virginia
$8.49K
MLA
656
MB, Levis & Associates
Pennsylvania
$8.49K
FFO
657
Fortitude Family Office
Arizona
$8.29K +$8.81K +96 +343%
TCPG
658
Trivant Custom Portfolio Group
California
$8.02K +$11K +120 New
VCM
659
Versant Capital Management
Arizona
$7.82K -$5.78K -63 -35%
CWM
660
CarsonAllaria Wealth Management
Illinois
$7.49K -$5.6K -61 -35%
TSMHT
661
Thurston Springer Miller Herd & Titak
Indiana
$7.42K
CA
662
Clearstead Advisors
Ohio
$7.15K -$224K -2,438 -96%
LJHT
663
Laurie J. Hall Trustee
$7K
BWP
664
Baldwin Wealth Partners
Massachusetts
$6.95K
MCM
665
MV Capital Management
Maryland
$6.88K -$11.6K -126 -55%
AAP
666
Arax Advisory Partners
Colorado
$6.82K
WBC
667
West Branch Capital
Massachusetts
$6.75K
FIM
668
FWL Investment Management
Texas
$6.75K +$9.27K +101 New
PWMG
669
Private Wealth Management Group
New Jersey
$6.68K -$13.3K -145 -59%
SHIM
670
Stone House Investment Management
Pennsylvania
$6.68K -$2.2K -24 -19%
DAM
671
Delta Asset Management
Tennessee
$6.68K
FMB
672
Field & Main Bank
Kentucky
$6.68K
NCM
673
Northwest Capital Management
Oregon
$6.68K
OSNBOA
674
Old Second National Bank of Aurora
Illinois
$6.68K
PB
675
Pinnacle Bancorp
Nebraska
$6.68K

MRNA Hedge Fund Activity: Q3 2024 in Review

788 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2024, worth a combined $17.4B — down 44% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 218 funds closed out of MRNA and 61 opened new positions — a net loss of 157 holders — while 324 trimmed existing stakes and 258 added.

The largest buyer was State Street, adding an estimated $167M. The largest seller was Capital World Investors, exiting entirely with an estimated $435M sold.

  • 788 institutional investors held Moderna (MRNA) as of Q3 2024, down from 954 in Q2 2024.
  • Funds reported $17.4B of Moderna stock for Q3 2024, down 44% quarter-over-quarter.
  • 61 funds opened new Moderna positions in Q3 2024 and 218 closed out, a net change of -157 holders.
  • The largest Moderna buyer in Q3 2024 was State Street, an estimated $167M added.
  • The largest Moderna seller in Q3 2024 was Capital World Investors, an estimated $435M sold.

Based on aggregated 13F filings for Q3 2024.