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MBX

MBX Biosciences

79 hedge funds and large institutions have $263M invested in MBX Biosciences in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

25% more funds holding

Funds holding: 6379 (+16)

8.15% more ownership

Funds ownership: 98.57%106.72% (+8.2%)

57% less capital invested

Capital invested by funds: $606M → $263M (-$343M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
26
Increased
24
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$44.2M
O
2
OrbiMed
New York
$29.5M +$2.02M +190,672 +5%
NMC
3
NEA Management Company
Maryland
$26.7M
DTC
4
Deep Track Capital
Connecticut
$22.3M
Wellington Management Group
5
Wellington Management Group
Massachusetts
$19.5M -$2.87M -271,118 -9%
NA
6
NVP Associates
California
$15.8M
DCM
7
Driehaus Capital Management
Illinois
$11.7M -$27K -2,553 -0.2%
RCM
8
RA Capital Management
Massachusetts
$11.2M
EC
9
EcoR1 Capital
California
$9.29M
MB
10
MPM BioImpact
Massachusetts
$8.36M +$12M +1,132,950 New
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$8.13M -$641K -60,611 -5%
WP
12
Woodline Partners
California
$6.48M +$2.84M +268,740 +44%
BlackRock
13
BlackRock
New York
$5.78M +$582K +55,090 +8%
CAM
14
Cormorant Asset Management
Massachusetts
$5.17M
Vanguard Group
15
Vanguard Group
Pennsylvania
$4.91M -$56.9K -5,385 -0.8%
TCM
16
TCG Crossover Management
California
$4.8M
Franklin Resources
17
Franklin Resources
California
$2.73M +$159 +15 +0%
PHP
18
Parkman Healthcare Partners
Connecticut
$2.42M +$1.67M +158,323 +93%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.03M +$92.6K +8,755 +3%
OM
20
Opaleye Management
Massachusetts
$1.84M +$2.64M +250,000 New
JP Morgan Chase
21
JP Morgan Chase
New York
$1.49M +$2.03M +192,129 +2,110%
SSA
22
Schonfeld Strategic Advisors
New York
$1.48M +$1.37M +129,142 +181%
PIM
23
Platinum Investment Management
Australia
$1.37M +$252K +23,842 +15%
State Street
24
State Street
Massachusetts
$1.31M +$366K +34,571 +24%
AAA
25
Affinity Asset Advisors
New York
$1.29M +$1.85M +175,000 New

MBX Hedge Fund Activity: Q1 2025 in Review

79 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MBX Biosciences (MBX) for Q1 2025, worth a combined $263M — down 57% from $606M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MBX positions and 10 closed out — a net gain of 16 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was MPM BioImpact, opening a new position worth an estimated $12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.06M sold.

  • 79 institutional investors held MBX Biosciences (MBX) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $263M of MBX Biosciences stock for Q1 2025, down 57% quarter-over-quarter.
  • 26 funds opened new MBX Biosciences positions in Q1 2025 and 10 closed out, a net change of +16 holders.
  • The largest MBX Biosciences buyer in Q1 2025 was MPM BioImpact, an estimated $12M added.
  • The largest MBX Biosciences seller in Q1 2025 was Citadel Advisors, an estimated $4.06M sold.

Based on aggregated 13F filings for Q1 2025.