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ImmunityBio

210 hedge funds and large institutions have $239M invested in ImmunityBio in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 41

38% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 32

13% more capital invested

Capital invested by funds: $212M → $239M (+$27.6M)

4% more funds holding

Funds holding: 201210 (+9)

2% less ownership

Funds ownership: 11.32%9.33% (-2%)

43% less call options, than puts

Call options by funds: $7.5M | Put options by funds: $13.2M

Holders
210
Holders Change
+9
Holders Change %
+4.48%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
76
Reduced
41
Closed
32
Calls
$7.5M
Puts
$13.2M
Net Calls
-$5.68M
Net Calls Change
-$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.2M +$9.14M +3,016,325 +17%
BlackRock
2
BlackRock
New York
$40M -$893K -294,686 -2%
State Street
3
State Street
Massachusetts
$22.8M -$6.67M -2,201,256 -22%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$12.9M +$1.36M +448,502 +12%
WP
5
Woodline Partners
California
$10.4M +$8.05K +2,657 +0.1%
Citigroup
6
Citigroup
New York
$8.17M +$7.06M +2,330,086 +606%
TCM
7
Tang Capital Management
California
$7.02M -$1.46M -480,859 -17%
Morgan Stanley
8
Morgan Stanley
New York
$5.7M -$6.4M -2,110,680 -53%
UBS Group
9
UBS Group
Switzerland
$4.33M -$452K -149,273 -9%
Northern Trust
10
Northern Trust
Illinois
$4.09M +$105K +34,718 +3%
Group One Trading
11
Group One Trading
Illinois
$4.05M +$2.57M +847,607 +170%
Charles Schwab
12
Charles Schwab
California
$3.92M +$77K +25,410 +2%
Goldman Sachs
13
Goldman Sachs
New York
$3.18M -$257K -84,637 -7%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.07M -$69.4K -22,909 -2%
CCA
15
Clearwater Capital Advisors
Illinois
$2.55M
Verition Fund Management
16
Verition Fund Management
Connecticut
$2.49M +$2.35M +776,709 +1,543%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.33M +$635K +209,560 +37%
AH
18
Allen Holding
New York
$2.07M
SSWM
19
Sheets Smith Wealth Management
North Carolina
$1.91M -$1.51K -500 -0.1%
Bank of America
20
Bank of America
North Carolina
$1.62M +$845K +278,910 +107%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.51M +$8.31K +2,741 +0.5%
AWM
22
Accurate Wealth Management
Florida
$1.47M
Citadel Advisors
23
Citadel Advisors
Florida
$1.44M +$1.23M +406,572 +567%
UBS AM
24
UBS AM
Illinois
$1.3M +$517K +170,607 +65%
Millennium Management
25
Millennium Management
New York
$1.29M +$593K +195,675 +84%

IBRX Hedge Fund Activity: Q1 2025 in Review

210 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q1 2025, worth a combined $239M — up 13% from $212M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBRX positions and 32 closed out — a net gain of 12 holders — while 76 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.14M. The largest seller was Cormorant Asset Management, exiting entirely with an estimated $7.68M sold.

  • 210 institutional investors held ImmunityBio (IBRX) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $239M of ImmunityBio stock for Q1 2025, up 13% quarter-over-quarter.
  • 44 funds opened new ImmunityBio positions in Q1 2025 and 32 closed out, a net change of +12 holders.
  • The largest ImmunityBio buyer in Q1 2025 was Vanguard Group, an estimated $9.14M added.
  • The largest ImmunityBio seller in Q1 2025 was Cormorant Asset Management, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2025.