Moderna Inc (MRNA) Hedge Fund Ownership (Q2 2026)

Moderna Inc (MRNA)

766 + Investors. Track Smart Money conviction in MRNA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MRNA

Based on 794 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added MRNA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 85% of 3.0Y peak

85% of all-time peak

794 funds currently hold this stock — 85% of the 3.0-year high of 934 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+130 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

424 buying356 selling

Last quarter: 424 funds bought or added vs 356 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~156 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 75 → 125 → 155 → 156. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new

499 out of 794 hedge funds have held MRNA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +33% but shares only +3% — price-driven

Value

+33%

+2%

Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

96 → 75 → 125 → 155 → 156 new funds/Q

New funds entering each quarter: 75 → 125 → 155 → 156. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new

Entry-cohort mix of 854 holders: 597 (70%) are 2+ year veterans, 87 entered 1–2 years ago, and 170 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

63 of 776 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MRNA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	766	733	4.5%
13F Shares	360M	377M	-4.42%
Total Value	$24.65B	$18.78B	31.25%
New Positions	152	155	-3
Increased Positions	242	230	+12
Closed Positions	101	102	-1
Reduced Positions	248	210	+38
Total Calls	38	34	11.76%
Total Puts	39	41	-4.88%
PUT/CALL Ratio	1.03	1.21	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

766

733

4.5%

13F Shares

360M

377M

-4.42%

Total Value

$24.65B

$18.78B

31.25%

New Positions

152

155

-3

Increased Positions

242

230

+12

Closed Positions

101

102

-1

Reduced Positions

248

210

+38

Total Calls

11.76%

Total Puts

-4.88%

PUT/CALL Ratio

1.03

1.21

Neutral

Institutional Holders (2026 Q2)

766 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MRNA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MRNA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Theleme Partners LLP	33.52%	8,057,571	$564.3M
2	Merck & Co., Inc.	30.71%	2,308,190	$161.6M
3	Flagship Pioneering, LLC	21.07%	4,632,149	$324.4M
4	Mount Capital Ltd	12.10%	457,900	$32.1M
5	Step Capital Management Pte. Ltd.	10.51%	695,000	$48.7M
6	Plustick Management LLC	6.38%	245,000	$17.2M
7	REX Advisers, LLC	4.29%	27,100	$1.9M
8	Arrow Capital Pty Ltd	3.58%	60,000	$4.2M
9	Telemark Asset Management, LLC	3.54%	700,000	$49.0M
10	Ikarian Capital, LLC	3.02%	400,000	$28.0M
11	Aufman Associates Inc	1.82%	65,687	$4.6M
12	Elevated Private Wealth, LLC	1.66%	25,040	$1.8M
13	DC Investments Management, LLC	1.64%	68,624	$4.8M
14	Green Alpha Advisors, LLC	1.59%	33,758	$2.4M
15	Affinity Asset Advisors, LLC	1.58%	500,000	$35.0M
16	Scientech Research LLC	1.52%	26,826	$1.9M
17	Affinity Asset Advisors, LLC	1.50%	475,000	$33.3M
18	Twin Focus Capital Partners, LLC	1.32%	185,601	$13.0M
19	Douglas Lane & Associates, LLC	1.28%	1,343,479	$94.1M
20	Banque Pictet & Cie SA	1.18%	2,699,402	$189.0M
21	Legal Advantage Investments, Inc.	1.17%	47,675	$3.3M
22	Baillie Gifford & Co	1.16%	18,206,778	$1.28B
23	Lingotto Investment Management LLP	1.15%	763,907	$53.5M
24	Westwood Wealth Management	1.08%	53,140	$3.7M
25	Perceptive Advisors LLC	1.05%	1,000,000	$70.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Moderna Inc (MRNA)

What does the Smart Money Trend signal show for MRNA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MRNA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MRNA?

Slight buying edge — 54% buying: Last quarter: 424 funds bought or added vs 356 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MRNA holders?

Elite ownership — 66% AUM from top-100 funds: 63 of 776 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MRNA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MRNA?

63% of holders stayed for 2+ years: 499 out of 794 hedge funds have held MRNA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Moderna Inc (MRNA)

Smart Money Signals — MRNA

Buying streak — 3 quarters in a row

High ownership — 85% of 3.0Y peak

Steady growth — +20% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~156 new funds per quarter

63% of holders stayed for 2+ years

Value +33% but shares only +3% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 70% veterans vs 20% newcomers

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — MRNA

What Fund Managers Are Saying About MRNA

Hedge Fund Ownership: MRNA

Market Analysis: MRNA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MRNA

Hedge Fund Positioning: MRNA

Statistics: MRNA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Moderna Inc (MRNA)

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