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Fate Therapeutics

142 hedge funds and large institutions have $70.7M invested in Fate Therapeutics in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

30% less capital invested

Capital invested by funds: $101M → $70.7M (-$30.7M)

40% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 52

43% less call options, than puts

Call options by funds: $70K | Put options by funds: $122K

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$122K
Net Calls
Net Calls Change

Top Sellers

1 -$1.03M
2 -$949K
3 -$841K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$621K
5
BlackRock
BlackRock
New York
-$605K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$417
MSFP
127
Mark Sheptoff Financial Planning
Connecticut
$295
HNB
128
Hilltop National Bank
Wyoming
$280
TWD
129
True Wealth Design
Ohio
$276
AFG
130
Albion Financial Group
Utah
$222
GI
131
GAMMA Investing
California
$218
BCM
132
Boreal Capital Management
Florida
$98
FFA
133
Farther Finance Advisors
California
$98
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93
CJ
135
Caitlin John
Michigan
$39
SAM
136
Smartleaf Asset Management
Massachusetts
$34
SS
137
Sunbelt Securities
Texas
$29
RIL
138
Rothschild Investment LLC
Illinois
$27
LSA
139
Leonteq Securities AG
Switzerland
$19
CA
140
Clearstead Advisors
Ohio
$18
TPBG
141
Turning Point Benefit Group
Maryland
$13
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
Ameriprise
143
Ameriprise
Minnesota
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
AI
145
Atom Investors
Texas
AG
146
Algert Global
California
TGIA
147
Torrey Growth & Income Advisors
California
SC
148
Savant Capital
Illinois
CUAMC
149
China Universal Asset Management Company
China
TAM
150
Titleist Asset Management
Texas