We are live on ! Find out more
MRNA icon

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
AIM
876
Aquila Investment Management
New York
-$356K -3,000 Closed
CHAM
877
Clear Harbor Asset Management
Connecticut
-$350K -2,948 Closed
KA
878
Klingman & Associates
New York
-$345K -2,906 Closed
SCA
879
Snowden Capital Advisors
New York
-$344K -2,897 Closed
MIA
880
MMBG Investment Advisors
Florida
-$340K -2,860 Closed
GKWIM
881
Gerber Kawasaki Wealth & Investment Management
California
-$337K -2,839 Closed
BFC
882
Blue Fin Capital
Rhode Island
-$335K -2,819 Closed
PAS
883
Park Avenue Securities
New York
-$334K -2,811 Closed
FPAS
884
Focus Partners Advisor Solutions
Missouri
-$333K -2,805 Closed
CAS
885
CTC Alternative Strategies
Illinois
-$333K -2,800 Closed
DP
886
Dearborn Partners
Illinois
-$333K -2,800 Closed
AG
887
AlTi Global
New York
-$331K -2,791 Closed
DIA
888
Dana Investment Advisors
Wisconsin
-$331K -2,788 Closed
SW
889
SVB Wealth
Massachusetts
-$329K -2,771 Closed
JSL
890
JT Stratford LLC
Georgia
-$322K -2,710 Closed
KWM
891
Keebeck Wealth Management
Illinois
-$321K -2,705 Closed
CTFG
892
Capstone Triton Financial Group
Oklahoma
-$319K -2,683 Closed
ET
893
Equitable Trust
Tennessee
-$313K -2,639 Closed
TA
894
TFB Advisors
Kansas
-$313K -2,632 Closed
MGIA
895
Moneta Group Investment Advisors
Missouri
-$311K -2,616 Closed
WANY
896
Wealthspire Advisors (New York)
New York
-$309K -2,605 Closed
OCM
897
One Capital Management
California
-$309K -2,602 Closed
LF
898
Lee Financial
Texas
-$309K -2,601 Closed
SC
899
Syon Capital
California
-$308K -2,595 Closed
RJT
900
Raymond James Trust
Florida
-$308K -2,590 Closed

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.