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Cullinan Oncology

143 hedge funds and large institutions have $471M invested in Cullinan Oncology in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

4% less capital invested

Capital invested by funds: $490M → $471M (-$18.1M)

3% less funds holding

Funds holding: 148143 (-5)

4.43% less ownership

Funds ownership: 110.53%106.09% (-4.4%)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

99% less call options, than puts

Call options by funds: $101K | Put options by funds: $7.55M

Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
52
Reduced
44
Closed
24
Calls
$101K
Puts
$7.55M
Net Calls
-$7.45M
Net Calls Change
-$7.39M
Name Holding Trade Value Shares
Change
Change in
Stake
MB
1
MPM BioImpact
Massachusetts
$57.6M
BI
2
BVF Inc
California
$43.3M
LCM
3
Lynx1 Capital Management
Puerto Rico
$33.1M +$9.52M +1,185,120 +37%
BlackRock
4
BlackRock
New York
$31.8M -$23.5K -2,929 -0.1%
DM
5
Deerfield Management
New York
$29M -$42.5K -5,287 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$22.7M -$158K -19,631 -0.6%
Citadel Advisors
7
Citadel Advisors
Florida
$19.7M -$1.07M -133,452 -5%
BOCH
8
Blue Owl Capital Holdings
New York
$18M -$402K -50,000 -2%
Franklin Resources
9
Franklin Resources
California
$16.8M +$67.5K +8,399 +0.4%
KCM
10
Kynam Capital Management
New Jersey
$15.8M -$1.95M -242,631 -10%
O
11
OrbiMed
New York
$14.5M
RI
12
RTW Investments
New York
$12.8M
State Street
13
State Street
Massachusetts
$12.1M -$1.17M -145,087 -8%
VA
14
VR Adviser
New York
$10.4M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.64M +$303K +37,679 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$9.61M -$214K -26,683 -2%
SL
17
Siren LLC
Connecticut
$8.99M
NI
18
Nextech Invest
Switzerland
$8.59M
TCM
19
Tang Capital Management
California
$8.44M
PSC
20
Patient Square Capital
California
$6.54M -$80.4K -10,000 -1%
Goldman Sachs
21
Goldman Sachs
New York
$5.29M +$427K +53,181 +8%
RSCM
22
Rock Springs Capital Management
Maryland
$5.03M +$190K +23,600 +4%
Bank of America
23
Bank of America
North Carolina
$4.98M +$1.1M +136,900 +26%
Marshall Wace
24
Marshall Wace
United Kingdom
$4.72M +$471K +58,582 +10%
TFCP
25
Twin Focus Capital Partners
Massachusetts
$4.48M

CGEM Hedge Fund Activity: Q2 2025 in Review

143 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cullinan Oncology (CGEM) for Q2 2025, worth a combined $471M — down 3.7% from $490M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CGEM and 20 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 52 added.

The largest buyer was Lynx1 Capital Management, adding an estimated $9.52M. The largest seller was AllianceBernstein, cutting an estimated $13.5M.

  • 143 institutional investors held Cullinan Oncology (CGEM) as of Q2 2025, down from 148 in Q1 2025.
  • Funds reported $471M of Cullinan Oncology stock for Q2 2025, down 3.7% quarter-over-quarter.
  • 20 funds opened new Cullinan Oncology positions in Q2 2025 and 24 closed out, a net change of -4 holders.
  • The largest Cullinan Oncology buyer in Q2 2025 was Lynx1 Capital Management, an estimated $9.52M added.
  • The largest Cullinan Oncology seller in Q2 2025 was AllianceBernstein, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.