MRNA icon

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 %
CW
651
Curio Wealth
Maryland
$333 +$333 +1 New
PP
652
PFS Partners
New Jersey
$309
PWA
653
Principia Wealth Advisory
Texas
$293 +$107 +4 +57%
TF
654
Tompkins Financial
New York
$284 -$14.2K -500 -98%
CWC
655
Carolinas Wealth Consulting
North Carolina
$284 -$142 -5 -33%
FDCP
656
Foster Dykema Cabot & Partners
Massachusetts
$284
PMFA
657
Plante Moran Financial Advisors
Michigan
$284
MSFP
658
Mark Sheptoff Financial Planning
Connecticut
$284
SS
659
Sunbelt Securities
Texas
$284
OCM
660
Osterweis Capital Management
California
$284 +$284 +10 New
WW
661
Winnow Wealth
Texas
$256 +$102 +4 +67%
CVM
662
Cheviot Value Management
California
$251 +$251 +9 New
VWA
663
Valued Wealth Advisors
Utah
$227 -$142 -5 -38%
WAS
664
Winch Advisory Services
Wisconsin
$198
SFCL
665
Strengthening Families & Communities LLC
Massachusetts
$170
WCM
666
WealthTrak Capital Management
Virginia
$142 -$142 -5 -50%
CAC
667
Core Alternative Capital
Georgia
$142
WTC
668
WhitTier Trust Company
Nevada
$141 +$141 +5 New
TCM
669
TruNorth Capital Management
Michigan
$113
WA
670
Whipplewood Advisors
Colorado
$113 +$102 +38 +950%
Q1WB
671
Quest 10 Wealth Builders
Virginia
$87 +$87 +3 New
MAS
672
MPWM Advisory Solutions
Georgia
$85
BTD
673
BankPlus Trust Department
Mississippi
$85 +$85 +3 New
CB
674
CNB Bank
Pennsylvania
$57
ACA
675
American Capital Advisory
Idaho
$57 +$57 +2 New