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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
MCI
801
MRP Capital Investments
Georgia
-$2.08K -50 Closed
TC
802
Truvestments Capital
Florida
-$2.08K -50 Closed
EBA
803
Eagle Bay Advisors
New York
-$1.37K -33 Closed
BC
804
Broadwater Capital
Massachusetts
-$1.25K -30 Closed
HFS
805
Horizon Financial Services
North Carolina
-$1.12K -27 Closed
CFB
806
Cullen/Frost Bankers
Texas
-$956 -23 Closed
BFPW
807
BOK Financial Private Wealth
Colorado
-$832 -20 Closed
DCM
808
Disciplina Capital Management
Tennessee
-$790 -19 Closed
HWM
809
Hemington Wealth Management
Virginia
-$568 -16 -36%
GBT
810
Grove Bank & Trust
Florida
-$541 -13 Closed
DRP
811
Decker Retirement Planning
Utah
-$499 -12 Closed
IHWM
812
Iron Horse Wealth Management
Iowa
-$499 -12 Closed
FFA
813
Fairfield Financial Advisors
Massachusetts
-$416 -10 Closed
TFM
814
TFC Financial Management
Massachusetts
-$416 -10 Closed
GCS
815
Gordian Capital (Singapore)
Singapore
-$354 -9 Closed
NWM
816
Nova Wealth Management
Florida
-$374 -9 Closed
NWWA
817
New Wave Wealth Advisors
Arkansas
-$249 -6 Closed
CPL
818
Capital & Planning LLC
Georgia
-$208 -5 Closed
RWM
819
Rialto Wealth Management
New York
-$84 -2 Closed
HCM
820
Hollencrest Capital Management
California
-$42 -1 Closed
LG
821
LAM Group
Oregon
-$42 -1 Closed
AW
822
Avion Wealth
Texas
+$426 +12 New

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.