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Moderna

622 hedge funds and large institutions have $7.1B invested in Moderna in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 225 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

15% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 225

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 91

Holders
622
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.33B
Net Calls
Net Calls Change

Top Buyers

1 +$54.6M
2 +$48M
3 +$32.9M
4
Invesco
Invesco
Georgia
+$28.8M
5
Squarepoint
Squarepoint
New York
+$27.2M

Top Sellers

1 -$190M
2 -$62.9M
3 -$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$34M
5
BG
Bellevue Group
Switzerland
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
676
Compass Planning Associates
Massachusetts
HIA
677
Harbor Investment Advisory
Maryland
WIM
678
Westside Investment Management
California
SAM
679
Shell Asset Management
Netherlands
TPWA
680
Twin Peaks Wealth Advisors
California
CT
681
Colonial Trust
South Carolina
CWM
682
CarsonAllaria Wealth Management
Illinois
TCM
683
Tradewinds Capital Management
Washington
STB
684
S&T Bank
Pennsylvania
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
RTL
686
Red Tortoise LLC
Georgia
SR
687
Syntax Research
Florida
NC
688
NewSquare Capital
Pennsylvania
BL
689
BFSG LLC
California
WCM
690
WealthTrak Capital Management
Virginia
EWA
691
EQ Wealth Advisors
Texas
MWM
692
MorganRosel Wealth Management
Colorado
AAP
693
Arax Advisory Partners
Colorado
MCI
694
MRP Capital Investments
Georgia
MYIA
695
Mount Yale Investment Advisors
Colorado
TIM
696
Total Investment Management
Arizona
GBT
697
Grove Bank & Trust
Florida
MAWAG
698
Mid-American Wealth Advisory Group
Missouri
WTA
699
Washington Trust Advisors
Massachusetts
ACM
700
Accent Capital Management
Ohio