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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
EP
776
Elkhorn Partners
Nebraska
-$104K -2,500 Closed
PD
777
Point72 (DIFC)
United Arab Emirates
-$94.1K -2,263 Closed
VWM
778
Venturi Wealth Management
Texas
-$37.3K -896 Closed
PCM
779
Penserra Capital Management
California
-$35K -857 Closed
SC
780
Stance Capital
Massachusetts
-$27.8K -669 Closed
CH
781
Canton Hathaway
Rhode Island
-$25K -601 Closed
CFGS
782
Concourse Financial Group Securities
Alabama
-$23.1K -601 Closed
RTC
783
Riverview Trust Company
Washington
-$20.2K -486 Closed
GM
784
GeoWealth Management
Illinois
-$17.2K -413 Closed
LDB
785
Lee, Danner & Bass
Tennessee
-$15.4K -370 Closed
AWM
786
Avior Wealth Management
Nebraska
-$15.3K -367 Closed
CH
787
Cromwell Holdings
Wyoming
-$13.1K -316 Closed
CCA
788
Catalyst Capital Advisors
New York
-$12.5K -301 Closed
FPF
789
First Pacific Financial
Washington
-$11.1K -266 Closed
WB
790
Webster Bank
Connecticut
-$11.1K -266 Closed
OIA
791
Optimum Investment Advisors
Illinois
-$7.07K -170 Closed
KIM
792
Kestra Investment Management
Texas
-$5.07K -122 Closed
MRP
793
Measured Risk Portfolios
California
-$4.87K -117 Closed
LJHT
794
Laurie J. Hall Trustee
-$5K -110 Closed
RS
795
R Squared
Hong Kong
-$4.57K -110 Closed
FIA
796
FPC Investment Advisory
California
-$3.94K -100 Closed
SAM
797
Synergy Asset Management
Washington
-$5.75K -86 Closed
RCM
798
Raleigh Capital Management
North Carolina
-$3.53K -85 Closed
MA
799
Modus Advisors
Minnesota
-$3.49K -84 Closed
HWP
800
Highline Wealth Partners
California
-$2.25K -54 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.