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Moderna

788 hedge funds and large institutions have $17.4B invested in Moderna in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 258 increasing their positions, 324 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 68.39%68.01% (-0.38%)

17% less funds holding

Funds holding: 954788 (-166)

20% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 324

36% less call options, than puts

Call options by funds: $926M | Put options by funds: $1.46B

44% less capital invested

Capital invested by funds: $31.1B → $17.4B (-$13.7B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

72% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 218

Holders
788
Holders Change
-166
Holders Change %
-17.4%
% of All Funds
11.32%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
61
Increased
258
Reduced
324
Closed
218
Calls
$926M
Puts
$1.46B
Net Calls
-$530M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
701
Community Bank
New York
$3.34K
OP
702
ORG Partners
Indiana
$3.18K -$275 -3 -6%
BCM
703
Blume Capital Management
California
$3.01K
DWS
704
Dynamic Wealth Strategies
California
$3K
FPB
705
First PREMIER Bank
South Dakota
$3K
DIP
706
DT Investment Partners
Pennsylvania
$2.94K +$4.04K +44 New
CIA
707
Cape Investment Advisory
Georgia
$2.87K -$826 -9 -17%
PWMG
708
Prestige Wealth Management Group
New Jersey
$2.74K +$2.2K +24 +141%
BHWM
709
Beaird Harris Wealth Management
Texas
$2.67K -$13.3K -145 -78%
GIA
710
GHP Investment Advisors
Colorado
$2.67K
CHC
711
City Holding Co
West Virginia
$2.67K
AFS
712
Annapolis Financial Services
Maryland
$2.61K
CIR
713
Clear Investment Research
Georgia
$2.61K +$3.58K +39 New
WTA
714
Washington Trust Advisors
Massachusetts
$2.34K
CFD
715
Creative Financial Designs
Indiana
$2.27K -$3.03K -33 -49%
ZB
716
Zions Bancorporation
Utah
$2.21K -$10.2K -111 -77%
EBA
717
Eagle Bay Advisors
New York
$2.21K
SRCM
718
Signature Resources Capital Management
California
$2.14K
BC
719
Broadwater Capital
Massachusetts
$2K
JFG
720
JDM Financial Group
Texas
$2K
AW
721
Avion Wealth
Texas
$2K -$2.11K -23 -43%
PCM
722
Penserra Capital Management
California
$2K
SL
723
Salomon & Ludwin
Virginia
$1.87K
BCMLT
724
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.8K
HFS
725
Horizon Financial Services
North Carolina
$1.8K

MRNA Hedge Fund Activity: Q3 2024 in Review

788 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2024, worth a combined $17.4B — down 44% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 218 funds closed out of MRNA and 61 opened new positions — a net loss of 157 holders — while 324 trimmed existing stakes and 258 added.

The largest buyer was State Street, adding an estimated $167M. The largest seller was Capital World Investors, exiting entirely with an estimated $435M sold.

  • 788 institutional investors held Moderna (MRNA) as of Q3 2024, down from 954 in Q2 2024.
  • Funds reported $17.4B of Moderna stock for Q3 2024, down 44% quarter-over-quarter.
  • 61 funds opened new Moderna positions in Q3 2024 and 218 closed out, a net change of -157 holders.
  • The largest Moderna buyer in Q3 2024 was State Street, an estimated $167M added.
  • The largest Moderna seller in Q3 2024 was Capital World Investors, an estimated $435M sold.

Based on aggregated 13F filings for Q3 2024.