Institutional Investors Adjust Moderna Holdings in Recent Quarter
Multiple institutional investors modified their Moderna Inc positions during recent quarters, with some funds increasing stakes while others reduced or exited positions, according to 13F filings.
Several institutional investors adjusted their holdings in Moderna Inc (MRNA) during recent quarters, according to Form 13F filings with the Securities & Exchange Commission. The moves included both increases and decreases in positions across various funds.
ProShares Ultra S&P500 reduced its stake in Moderna Inc by 6.71%, selling 2,265 shares during the quarter. The fund owned 31,503 shares of the company's stock after the sale, with holdings valued at about $818,450 as of its most recent filing. Symmetry Panoramic Global Equity Fund exited its position in Moderna Inc entirely during the quarter, according to its latest 13F filing.
Other institutional investors increased their positions. U.S. Sector Rotation Fund raised its stake in Moderna Inc by 12.99%, purchasing 3,623 shares to own 31,520 shares valued at about $818,890 as of the latest 13F filing. INVESCO EQUALLY-WEIGHTED S&P 500 FUND raised its stake by 16.14%, purchasing 76,152 shares to own 548,037 shares valued at about $14,238,000 as of the latest 13F filing.
Global X Genomics & Biotechnology ETF raised its stake in Moderna Inc by 31.5%, purchasing 19,911 shares to own 83,121 shares valued at about $2,159,480 as of the latest 13F filing. ProShares UltraPro S&P500 raised its stake by 28.54%, purchasing 3,934 shares to own 17,720 shares valued at about $460,370 as of the latest 13F filing.
Additional funds making smaller adjustments included Invesco Russell 1000 Equal Weight ETF, which raised its stake by 5.42%, purchasing 1,227 shares to own 23,854 shares valued at about $619,730 as of the latest 13F filing. Horizon Defined Risk Fund raised its stake by 1.46%, purchasing 77 shares to own 5,348 shares valued at about $138,940 as of the latest 13F filing.
Moderna is a commercial-stage biotech that was founded in 2010 and had its initial public offering in December 2018. The firm's mRNA technology was rapidly validated with its covid vaccine, which was authorized in the United States in December 2020. Moderna had 35 mRNA development candidates in clinical studies as of August 2025. Programs span a wide range of therapeutic areas, including infectious disease, oncology, cardiovascular disease, and rare genetic diseases.
The company has a debt-to-equity ratio of 0.15, a quick ratio of 3.22 and a current ratio of 3.29. Moderna Inc last released its quarterly earnings results on Friday, February 13th. The Biotechnology company reported earnings per share of $-2.11 for the quarter. Moderna Inc had a return on equity of -29.19% and a net margin of -146.83%. The firm had revenue of $678.00 million for the quarter, compared to analysts' expectations of $626.10 million.