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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
RAM
651
Reflection Asset Management
South Carolina
$222
WAS
652
Winch Advisory Services
Wisconsin
$206
SC
653
Stephens Consulting
Michigan
$177
SFCL
654
Strengthening Families & Communities LLC
Massachusetts
$177
CAIM
655
Catherine Avery Investment Management
Florida
$177
MCA
656
McGuire Capital Advisors
Oklahoma
$177
CFG
657
Chapman Financial Group
Hawaii
$148
MIM
658
MTM Investment Management
South Carolina
$147
TFA
659
Transamerica Financial Advisors
Florida
$118
GAFA
660
Garton & Associates Financial Advisors
Kentucky
$118
WA
661
Whipplewood Advisors
Colorado
$118
Q1WB
662
Quest 10 Wealth Builders
Virginia
$91
RWM
663
Rialto Wealth Management
New York
$89
VWA
664
Valued Wealth Advisors
Utah
$89
BTD
665
BankPlus Trust Department
Mississippi
$88
MAS
666
MPWM Advisory Solutions
Georgia
$88
SA
667
Strategic Advocates
Utah
$61
RJA
668
Ross\Johnson & Associates
Minnesota
$59
DFA
669
DHJJ Financial Advisors
Illinois
$30
HIA
670
HFM Investment Advisors
New Jersey
$30
TAA
671
TB Alternative Assets
Cayman Islands
HF
672
HRT Financial
New York
TAM
673
Telemark Asset Management
Massachusetts
TI
674
Trexquant Investment
Connecticut
APG Asset Management
675
APG Asset Management
Netherlands