Lyell Immunopharma
LYEL
69 hedge funds and large institutions have $372M invested in Lyell Immunopharma in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
126% more capital invested
Capital invested by funds: $165M → $372M (+$207M)
17% more funds holding
Funds holding: 59 → 69 (+10)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
3.37% more ownership
Funds ownership: 53.62% → 56.98% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
97% less call options, than puts
Call options by funds: $34K | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.02M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.21M |
| 3 |
Goldman Sachs
New York
|
+$2.16M |
| 4 |
DC
Decheng Capital
Menlo Park,
California
|
+$2.16M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VP
venBio Partners
San Francisco,
California
|
-$3.04M |
| 2 |
Millennium Management
New York
|
-$1.49M |
| 3 |
O
OrbiMed
New York
|
-$840K |
| 4 |
Renaissance Technologies
New York
|
-$548K |
| 5 |
RC
RBF Capital
San Francisco,
California
|
-$471K |
LYEL Hedge Fund Activity: Q4 2025 in Review
69 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lyell Immunopharma (LYEL) for Q4 2025, worth a combined $372M — up 126% from $165M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LYEL positions and 4 closed out — a net gain of 12 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.02M. The largest seller was venBio Partners, cutting an estimated $3.04M.
- 69 institutional investors held Lyell Immunopharma (LYEL) as of Q4 2025, up from 59 in Q3 2025.
- Funds reported $372M of Lyell Immunopharma stock for Q4 2025, up 126% quarter-over-quarter.
- 16 funds opened new Lyell Immunopharma positions in Q4 2025 and 4 closed out, a net change of +12 holders.
- The largest Lyell Immunopharma buyer in Q4 2025 was Susquehanna International Group, an estimated $3.02M added.
- The largest Lyell Immunopharma seller in Q4 2025 was venBio Partners, an estimated $3.04M sold.
Based on aggregated 13F filings for Q4 2025.