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Moderna

732 hedge funds and large institutions have $11.5B invested in Moderna in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-46
Holders Change %
-5.91%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
141
Increased
227
Reduced
251
Closed
169
Calls
$929M
Puts
$1.16B
Net Calls
-$227M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCP
701
Foster Dykema Cabot & Partners
Massachusetts
$416
PMFA
702
Plante Moran Financial Advisors
Michigan
$416
WCM
703
WealthTrak Capital Management
Virginia
$416 +$416 +10 New
MSWA
704
Marshall & Sterling Wealth Advisors
New York
$416 +$416 +10 New
NL
705
NVWM LLC
Pennsylvania
$416 +$416 +10 New
SS
706
Sunbelt Securities
Texas
$394 -$26K -659 -99%
WWP
707
WR Wealth Planners
Missouri
$374 +$83 +2 +29%
NWM
708
Nova Wealth Management
Florida
$374 +$374 +9 New
GCS
709
Gordian Capital (Singapore)
Singapore
$354
WAS
710
Winch Advisory Services
Wisconsin
$291
PWA
711
Principia Wealth Advisory
Texas
$291 +$291 +7 New
WW
712
Winnow Wealth
Texas
$250 +$250 +6 New
NWWA
713
New Wave Wealth Advisors
Arkansas
$249 +$249 +6 New
NC
714
NewSquare Capital
Pennsylvania
$249 +$249 +6 New
TWD
715
True Wealth Design
Ohio
$208 -$208 -5 -50%
CAC
716
Core Alternative Capital
Georgia
$208
CPL
717
Capital & Planning LLC
Georgia
$208 +$208 +5 New
CFG
718
Chapman Financial Group
Hawaii
$208 +$208 +5 New
AF
719
Advisornet Financial
Minnesota
$172 -$602 -14 -78%
WA
720
WestEnd Advisors
North Carolina
$166
TCM
721
TruNorth Capital Management
Michigan
$166
WA
722
Whipplewood Advisors
Colorado
$166 +$166 +4 New
MAS
723
MPWM Advisory Solutions
Georgia
$125 +$125 +3 New
DPW
724
DiNuzzo Private Wealth
Pennsylvania
$84 -$672 -16 -89%
RWM
725
Rialto Wealth Management
New York
$84 +$84 +2 New