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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
VWA
676
Valued Wealth Advisors
Utah
$227 -$177 -5 -38%
WAS
677
Winch Advisory Services
Wisconsin
$198
SFCL
678
Strengthening Families & Communities LLC
Massachusetts
$170
WCM
679
WealthTrak Capital Management
Virginia
$142 -$177 -5 -50%
CAC
680
Core Alternative Capital
Georgia
$142
WTC
681
WhitTier Trust Company
Nevada
$141 +$177 +5 New
TCM
682
TruNorth Capital Management
Michigan
$113
WA
683
Whipplewood Advisors
Colorado
$113 +$1.35K +38 +950%
Q1WB
684
Quest 10 Wealth Builders
Virginia
$87 +$106 +3 New
MAS
685
MPWM Advisory Solutions
Georgia
$85
BTD
686
BankPlus Trust Department
Mississippi
$85 +$106 +3 New
CB
687
CNB Bank
Pennsylvania
$57
ACA
688
American Capital Advisory
Idaho
$57 +$71 +2 New
RJA
689
Ross\Johnson & Associates
Minnesota
$57 +$71 +2 New
DPW
690
DiNuzzo Private Wealth
Pennsylvania
$29 -$35 -1 -50%
DFA
691
DHJJ Financial Advisors
Illinois
$29
WTFG
692
Wood Tarver Financial Group
Idaho
$29
BA
693
Bridgewater Associates
Connecticut
-$25.2M -605,782 Closed
HF
694
HRT Financial
New York
-$18M -506,280 Closed
Qube Research & Technologies (QRT)
695
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M -293,652 Closed
MGP
696
M&G plc
United Kingdom
-$10.6M -253,536 Closed
JG
697
Jain Global
New York
-$8.97M -215,724 Closed
MCM
698
Massar Capital Management
Connecticut
-$8.43M -202,674 Closed
MASUI
699
MIRAE ASSET SECURITIES (USA) INC.
New York
-$8.34M -200,547 Closed
CCM
700
Cutter Capital Management
New York
-$8.21M -197,500 Closed

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.