LENZ Therapeutics
LENZ
146 hedge funds and large institutions have $303M invested in LENZ Therapeutics in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 48 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less funds holding
Funds holding: 160 → 146 (-14)
14% less capital inflows, than outflows
Capital inflows: $99.4M | Capital outflows: $116M
17.27% less ownership
Funds ownership: 122.96% → 105.69% (-17%)
23% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 48
54% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $2.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
+$14.3M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$9.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.08M |
| 4 |
Morgan Stanley
New York
|
+$5.84M |
| 5 |
Blue Owl Capital Holdings
New York
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.8M |
| 3 |
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$9.12M |
| 4 |
Granahan Investment Management
Waltham,
Massachusetts
|
-$6.9M |
| 5 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$6.38M |
LENZ Hedge Fund Activity: Q1 2026 in Review
146 of the 8,217 institutional investors tracked by Wall St. Rank reported a position in LENZ Therapeutics (LENZ) for Q1 2026, worth a combined $303M — down 46% from $562M a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of LENZ and 37 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 56 added.
The largest buyer was Squarepoint, adding an estimated $14.3M. The largest seller was UBS Group, cutting an estimated $19.9M.
- 146 institutional investors held LENZ Therapeutics (LENZ) as of Q1 2026, down from 160 in Q4 2025.
- Funds reported $303M of LENZ Therapeutics stock for Q1 2026, down 46% quarter-over-quarter.
- 37 funds opened new LENZ Therapeutics positions in Q1 2026 and 48 closed out, a net change of -11 holders.
- The largest LENZ Therapeutics buyer in Q1 2026 was Squarepoint, an estimated $14.3M added.
- The largest LENZ Therapeutics seller in Q1 2026 was UBS Group, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2026.