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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
GCM
651
GKV Capital Management
California
$482
NL
652
NVWM LLC
Pennsylvania
$454 +$213 +6 +60%
WWM
653
Wolff Wiese Magana
California
$426 +$532 +15 New
WA
654
WPG Advisers
Maryland
$425
APW
655
Aventura Private Wealth
Florida
$397 -$35 -1 -7%
CAIM
656
Catherine Avery Investment Management
Florida
$397
FC
657
Fairscale Capital
New Hampshire
$397
CMA
658
Cedar Mountain Advisors
Oregon
$369
IWM
659
IMG Wealth Management
Florida
$369
LI
660
LRI Investments
Florida
$369 +$35 +1 +8%
WA
661
WestEnd Advisors
North Carolina
$369 +$319 +9 +225%
AA
662
Addison Advisors
Vermont
$341 -$461 -13 -52%
CWA
663
Carolina Wealth Advisors
South Carolina
$340
CW
664
Curio Wealth
Maryland
$333 +$35 +1 New
PP
665
PFS Partners
New Jersey
$309
PWA
666
Principia Wealth Advisory
Texas
$293 +$142 +4 +57%
TF
667
Tompkins Financial
New York
$284 -$17.7K -500 -98%
CWC
668
Carolinas Wealth Consulting
North Carolina
$284 -$177 -5 -33%
FDCP
669
Foster Dykema Cabot & Partners
Massachusetts
$284
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$284
PMFA
671
Plante Moran Financial Advisors
Michigan
$284
SS
672
Sunbelt Securities
Texas
$284
OCM
673
Osterweis Capital Management
California
$284 +$355 +10 New
WW
674
Winnow Wealth
Texas
$256 +$142 +4 +67%
CVM
675
Cheviot Value Management
California
$251 +$319 +9 New

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.