IDEAYA Biosciences
IDYA
246 hedge funds and large institutions have $3.32B invested in IDEAYA Biosciences in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 27 closing their positions.
413% more call options, than puts
Call options by funds: $37.8M | Put options by funds: $7.38M
104% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 27
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $2.56B → $3.32B (+$756M)
12% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 74
10% more funds holding
Funds holding: 224 → 246 (+22)
2.07% more ownership
Funds ownership: 107.34% → 109.41% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$28.5M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
+$27.9M |
| 3 |
Janus Henderson Group
London,
|
+$24.2M |
| 4 |
FTM
First Turn Management
Del Mar,
California
|
+$23.1M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$62.8M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$40.6M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$39.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11.4M |
| 5 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$10.9M |
IDYA Hedge Fund Activity: Q4 2025 in Review
246 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in IDEAYA Biosciences (IDYA) for Q4 2025, worth a combined $3.32B — up 30% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IDYA positions and 27 closed out — a net gain of 28 holders — while 83 added to existing stakes and 74 trimmed.
The largest buyer was State Street, adding an estimated $28.5M. The largest seller was Point72 Asset Management, cutting an estimated $62.8M.
- 246 institutional investors held IDEAYA Biosciences (IDYA) as of Q4 2025, up from 224 in Q3 2025.
- Funds reported $3.32B of IDEAYA Biosciences stock for Q4 2025, up 30% quarter-over-quarter.
- 55 funds opened new IDEAYA Biosciences positions in Q4 2025 and 27 closed out, a net change of +28 holders.
- The largest IDEAYA Biosciences buyer in Q4 2025 was State Street, an estimated $28.5M added.
- The largest IDEAYA Biosciences seller in Q4 2025 was Point72 Asset Management, an estimated $62.8M sold.
Based on aggregated 13F filings for Q4 2025.