Cullinan Oncology
CGEM
153 hedge funds and large institutions have $654M invested in Cullinan Oncology in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 18 closing their positions.
435% more call options, than puts
Call options by funds: $3.88M | Put options by funds: $724K
80% more capital invested
Capital invested by funds: $362M → $654M (+$291M)
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
6% more funds holding
Funds holding: 145 → 153 (+8)
3.57% more ownership
Funds ownership: 103.39% → 106.96% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lynx1 Capital Management
San Juan,
Puerto Rico
|
+$28.8M |
| 2 |
AAA
Affinity Asset Advisors
New York
|
+$15M |
| 3 |
BFM
Boothbay Fund Management
New York
|
+$11.2M |
| 4 |
KCM
Kynam Capital Management
Princeton,
New Jersey
|
+$7.32M |
| 5 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$22.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$16.9M |
| 3 |
O
OrbiMed
New York
|
-$14.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$8.4M |
| 5 |
TCM
Tang Capital Management
San Diego,
California
|
-$6.65M |
CGEM Hedge Fund Activity: Q4 2025 in Review
153 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cullinan Oncology (CGEM) for Q4 2025, worth a combined $654M — up 80% from $362M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CGEM positions and 18 closed out — a net gain of 11 holders — while 66 added to existing stakes and 41 trimmed.
The largest buyer was Lynx1 Capital Management, adding an estimated $28.8M. The largest seller was Deerfield Management, cutting an estimated $22.9M.
- 153 institutional investors held Cullinan Oncology (CGEM) as of Q4 2025, up from 145 in Q3 2025.
- Funds reported $654M of Cullinan Oncology stock for Q4 2025, up 80% quarter-over-quarter.
- 29 funds opened new Cullinan Oncology positions in Q4 2025 and 18 closed out, a net change of +11 holders.
- The largest Cullinan Oncology buyer in Q4 2025 was Lynx1 Capital Management, an estimated $28.8M added.
- The largest Cullinan Oncology seller in Q4 2025 was Deerfield Management, an estimated $22.9M sold.
Based on aggregated 13F filings for Q4 2025.