Bicycle Therapeutics
BCYC
95 hedge funds and large institutions have $354M invested in Bicycle Therapeutics in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.62% less ownership
Funds ownership: 88.1% → 87.48% (-0.62%)
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
2% less funds holding
Funds holding: 97 → 95 (-2)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
40% less capital invested
Capital invested by funds: $586M → $354M (-$232M)
69% less call options, than puts
Call options by funds: $84K | Put options by funds: $269K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$8.85M |
| 2 |
AC
Armistice Capital
New York
|
+$5.61M |
| 3 |
JFG
Jefferies Financial Group
New York
|
+$4.82M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$4.29M |
| 5 |
Millennium Management
New York
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$10.2M |
| 2 |
TCM
Tybourne Capital Management
Hong Kong
|
-$8.17M |
| 3 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
-$6M |
| 4 |
PHP
Parkman Healthcare Partners
Stamford,
Connecticut
|
-$4.93M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$3.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
VOYA Investment Management
Atlanta,
Georgia
| – | -$678K | -48,420 | Closed |
|
|
SSA
102
Schonfeld Strategic Advisors
New York
| – | -$595K | -42,500 | Closed |
|
|
ACM
103
Altium Capital Management
New York
| – | -$565K | -40,352 | Closed |
|
104
Allianz Asset Management
Munich,
Germany
| – | -$344K | -24,600 | Closed |
|
105
Jane Street
New York
| – | -$336K | -23,991 | Closed |
|
|
WC
106
Wexford Capital
West Palm Beach,
Florida
| – | -$250K | -17,879 | Closed |
|
|
AWM
107
Avior Wealth Management
Omaha,
Nebraska
| – | -$56.6K | -4,043 | Closed |
|
|
VEA
108
Virtus ETF Advisers
New York
| – | -$49.5K | -3,535 | Closed |
|
|
CAS
109
Coppell Advisory Solutions
Coppell,
Texas
| – | -$15K | -1,076 | Closed |
|
|
RS
110
R Squared
Central,
Hong Kong
| – | -$2.52K | -180 | Closed |
|
|
AF
111
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1.4K | -100 | Closed |
|
|
CJ
112
Caitlin John
Brighton,
Michigan
| – | -$196 | -14 | Closed |
|
BCYC Hedge Fund Activity: Q1 2025 in Review
95 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bicycle Therapeutics (BCYC) for Q1 2025, worth a combined $354M — down 40% from $586M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BCYC and 15 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 28 added.
The largest buyer was Long Focus Capital Management, adding an estimated $8.85M. The largest seller was Point72 Asset Management, cutting an estimated $10.2M.
- 95 institutional investors held Bicycle Therapeutics (BCYC) as of Q1 2025, down from 97 in Q4 2024.
- Funds reported $354M of Bicycle Therapeutics stock for Q1 2025, down 40% quarter-over-quarter.
- 15 funds opened new Bicycle Therapeutics positions in Q1 2025 and 17 closed out, a net change of -2 holders.
- The largest Bicycle Therapeutics buyer in Q1 2025 was Long Focus Capital Management, an estimated $8.85M added.
- The largest Bicycle Therapeutics seller in Q1 2025 was Point72 Asset Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2025.