Lyell Immunopharma
LYEL
69 hedge funds and large institutions have $81.9M invested in Lyell Immunopharma in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 52 closing their positions.
59.95% more ownership
Funds ownership: 2.58% → 62.53% (+60%)
47% more call options, than puts
Call options by funds: $243K | Put options by funds: $165K
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
0% more capital invested
Capital invested by funds: $81.8M → $81.9M (+$122K)
38% less funds holding
Funds holding: 112 → 69 (-43)
62% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 34
81% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVM
Arch Venture Management
Chicago,
Illinois
|
+$16.6M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$4.15M |
| 3 |
VP
venBio Partners
San Francisco,
California
|
+$1.08M |
| 4 |
RC
RBF Capital
San Francisco,
California
|
+$911K |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$897K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.48M |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.38M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.06M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$420K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$403K |
LYEL Hedge Fund Activity: Q2 2025 in Review
69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lyell Immunopharma (LYEL) for Q2 2025, worth a combined $81.9M — up 0.15% from $81.8M a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of LYEL and 10 opened new positions — a net loss of 42 holders — while 34 trimmed existing stakes and 13 added.
The largest buyer was Arch Venture Management, opening a new position worth an estimated $16.6M. The largest seller was BlackRock, cutting an estimated $4.48M.
- 69 institutional investors held Lyell Immunopharma (LYEL) as of Q2 2025, down from 112 in Q1 2025.
- Funds reported $81.9M of Lyell Immunopharma stock for Q2 2025, up 0.15% quarter-over-quarter.
- 10 funds opened new Lyell Immunopharma positions in Q2 2025 and 52 closed out, a net change of -42 holders.
- The largest Lyell Immunopharma buyer in Q2 2025 was Arch Venture Management, an estimated $16.6M added.
- The largest Lyell Immunopharma seller in Q2 2025 was BlackRock, an estimated $4.48M sold.
Based on aggregated 13F filings for Q2 2025.