Lyell Immunopharma
LYEL
59 hedge funds and large institutions have $165M invested in Lyell Immunopharma in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 14 closing their positions.
101% more capital invested
Capital invested by funds: $81.9M → $165M (+$83M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
8.91% less ownership
Funds ownership: 62.53% → 53.62% (-8.9%)
14% less funds holding
Funds holding: 69 → 59 (-10)
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
88% less call options, than puts
Call options by funds: $47K | Put options by funds: $405K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVM
Arch Venture Management
Chicago,
Illinois
|
+$10.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.84M |
| 3 |
Millennium Management
New York
|
+$835K |
| 4 |
FCMV
Foresite Capital Management V
Larkspur,
California
|
+$804K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.35M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$870K |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$444K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$350K |
| 5 |
Walleye Capital
New York
|
-$258K |
LYEL Hedge Fund Activity: Q3 2025 in Review
59 of the 7,642 institutional investors tracked by Wall St. Rank reported a position in Lyell Immunopharma (LYEL) for Q3 2025, worth a combined $165M — up 101% from $81.9M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of LYEL and 4 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 19 added.
The largest buyer was Arch Venture Management, adding an estimated $10.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.35M.
- 59 institutional investors held Lyell Immunopharma (LYEL) as of Q3 2025, down from 69 in Q2 2025.
- Funds reported $165M of Lyell Immunopharma stock for Q3 2025, up 101% quarter-over-quarter.
- 4 funds opened new Lyell Immunopharma positions in Q3 2025 and 14 closed out, a net change of -10 holders.
- The largest Lyell Immunopharma buyer in Q3 2025 was Arch Venture Management, an estimated $10.7M added.
- The largest Lyell Immunopharma seller in Q3 2025 was T. Rowe Price Associates, an estimated $3.35M sold.
Based on aggregated 13F filings for Q3 2025.