We are live on ! Find out more
MBX

MBX Biosciences

88 hedge funds and large institutions have $420M invested in MBX Biosciences in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $263M → $420M (+$157M)

11% more funds holding

Funds holding: 7988 (+9)

3.5% more ownership

Funds ownership: 106.72%110.22% (+3.5%)

48% less call options, than puts

Call options by funds: $848K | Put options by funds: $1.63M

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
21
Increased
40
Reduced
14
Closed
12
Calls
$848K
Puts
$1.63M
Net Calls
-$779K
Net Calls Change
-$779K
Name Holding Trade Value Shares
Change
Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$68.3M
O
2
OrbiMed
New York
$45.7M
NMC
3
NEA Management Company
Maryland
$41.2M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$25.9M -$3.79M -371,893 -14%
DTC
5
Deep Track Capital
Connecticut
$25M -$8.46M -830,343 -28%
NA
6
NVP Associates
California
$24.4M
DCM
7
Driehaus Capital Management
Illinois
$17.9M -$74.4K -7,301 -0.5%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$15.4M +$2.51M +245,994 +22%
MB
9
MPM BioImpact
Massachusetts
$14.8M +$1.64M +161,466 +14%
EC
10
EcoR1 Capital
California
$13.1M -$1.12M -109,479 -9%
Vanguard Group
11
Vanguard Group
Pennsylvania
$11.9M +$3.85M +378,121 +57%
BlackRock
12
BlackRock
New York
$11.5M +$2.33M +228,504 +29%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$11.1M +$8.8M +863,305 +781%
WP
14
Woodline Partners
California
$10.3M +$241K +23,642 +3%
PHP
15
Parkman Healthcare Partners
Connecticut
$9.95M +$5.54M +543,610 +166%
Millennium Management
16
Millennium Management
New York
$8.75M +$6.08M +596,400 +350%
CAM
17
Cormorant Asset Management
Massachusetts
$7.99M
TCM
18
TCG Crossover Management
California
$7.42M
SSA
19
Schonfeld Strategic Advisors
New York
$7.2M +$4.39M +430,771 +215%
Franklin Resources
20
Franklin Resources
California
$5.65M +$1.28M +125,537 +34%
RCM
21
RA Capital Management
Massachusetts
$4.31M -$11.5M -1,133,493 -75%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.98M +$754K +73,989 +27%
State Street
23
State Street
Massachusetts
$3.03M +$895K +87,899 +50%
SCM
24
Sio Capital Management
New York
$2.75M +$2.46M +241,000 New
OM
25
Opaleye Management
Massachusetts
$2.73M -$109K -10,681 -4%

MBX Hedge Fund Activity: Q2 2025 in Review

88 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MBX Biosciences (MBX) for Q2 2025, worth a combined $420M — up 60% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MBX positions and 12 closed out — a net gain of 9 holders — while 40 added to existing stakes and 14 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $8.8M. The largest seller was RA Capital Management, cutting an estimated $11.5M.

  • 88 institutional investors held MBX Biosciences (MBX) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $420M of MBX Biosciences stock for Q2 2025, up 60% quarter-over-quarter.
  • 21 funds opened new MBX Biosciences positions in Q2 2025 and 12 closed out, a net change of +9 holders.
  • The largest MBX Biosciences buyer in Q2 2025 was Point72 Asset Management, an estimated $8.8M added.
  • The largest MBX Biosciences seller in Q2 2025 was RA Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2025.