Monte Rosa Therapeutics
GLUE
161 hedge funds and large institutions have $1.01B invested in Monte Rosa Therapeutics in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 16 closing their positions.
206% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 16
127% more capital invested
Capital invested by funds: $445M → $1.01B (+$566M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 39
25% more funds holding
Funds holding: 129 → 161 (+32)
1.8% more ownership
Funds ownership: 97.22% → 99.02% (+1.8%)
25% less call options, than puts
Call options by funds: $4.75M | Put options by funds: $6.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TCG Crossover Management
Palo Alto,
California
|
+$62.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$17M |
| 3 |
MB
MPM BioImpact
Boston,
Massachusetts
|
+$15.8M |
| 4 |
B
Braidwell
Stamford,
Connecticut
|
+$12.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$9.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$24.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.4M |
| 3 |
VVM
Versant Venture Management
San Francisco,
California
|
-$17.1M |
| 4 |
AI
Alphabet Inc
Mountain View,
California
|
-$9.69M |
| 5 |
BBA
Baker Bros. Advisors
New York
|
-$7.69M |
GLUE Hedge Fund Activity: Q4 2025 in Review
161 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Monte Rosa Therapeutics (GLUE) for Q4 2025, worth a combined $1.01B — up 127% from $445M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new GLUE positions and 16 closed out — a net gain of 33 holders — while 54 added to existing stakes and 39 trimmed.
The largest buyer was TCG Crossover Management, opening a new position worth an estimated $62.3M. The largest seller was BVF Inc, cutting an estimated $24.6M.
- 161 institutional investors held Monte Rosa Therapeutics (GLUE) as of Q4 2025, up from 129 in Q3 2025.
- Funds reported $1.01B of Monte Rosa Therapeutics stock for Q4 2025, up 127% quarter-over-quarter.
- 49 funds opened new Monte Rosa Therapeutics positions in Q4 2025 and 16 closed out, a net change of +33 holders.
- The largest Monte Rosa Therapeutics buyer in Q4 2025 was TCG Crossover Management, an estimated $62.3M added.
- The largest Monte Rosa Therapeutics seller in Q4 2025 was BVF Inc, an estimated $24.6M sold.
Based on aggregated 13F filings for Q4 2025.