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Fate Therapeutics

146 hedge funds and large institutions have $71M invested in Fate Therapeutics in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 143146 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.31% less ownership

Funds ownership: 69.87%62.56% (-7.3%)

30% less capital invested

Capital invested by funds: $102M → $71M (-$30.6M)

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

43% less call options, than puts

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

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
31
Reduced
54
Closed
17
Calls
$70K
Puts
$122K
Net Calls
-$52K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$733 -$973 -810 -52%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$659
Osaic Holdings
128
Osaic Holdings
Arizona
$631 -$2.57K -2,140 -77%
FFO
129
Fortitude Family Office
Arizona
$511 +$624 +520 New
AF
130
Allworth Financial
California
$417 -$593 -494 -54%
MSFP
131
Mark Sheptoff Financial Planning
Connecticut
$295
HNB
132
Hilltop National Bank
Wyoming
$280
TWD
133
True Wealth Design
Ohio
$276 -$198 -165 -37%
AFG
134
Albion Financial Group
Utah
$222
GI
135
GAMMA Investing
California
$218 +$267 +222 New
BCM
136
Boreal Capital Management
Florida
$98
FFA
137
Farther Finance Advisors
California
$98 +$120 +100 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93
CJ
139
Caitlin John
Michigan
$39
SAM
140
Smartleaf Asset Management
Massachusetts
$34
SS
141
Sunbelt Securities
Texas
$29 +$36 +30 New
RIL
142
Rothschild Investment LLC
Illinois
$27 +$32 +27 New
LSA
143
Leonteq Securities AG
Switzerland
$19
CA
144
Clearstead Advisors
Ohio
$18 -$1.52K -1,268 -99%
TPBG
145
Turning Point Benefit Group
Maryland
$13
WA
146
Wilshire Advisors
California
-$10.7M -8,486,822 Closed
Jacobs Levy Equity Management
147
Jacobs Levy Equity Management
New Jersey
-$1.03M -814,639 Closed
Ameriprise
148
Ameriprise
Minnesota
-$330K -261,671 Closed
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
-$143K -113,655 Closed
AI
150
Atom Investors
Texas
-$139K -110,231 Closed