Mineralys Therapeutics
MLYS
225 hedge funds and large institutions have $2.69B invested in Mineralys Therapeutics in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
41% more call options, than puts
Call options by funds: $46.4M | Put options by funds: $33M
38% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 65
11.16% more ownership
Funds ownership: 109.63% → 120.79% (+11%)
10% more capital invested
Capital invested by funds: $2.46B → $2.69B (+$233M)
5% more funds holding
Funds holding: 215 → 225 (+10)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
+$109M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$43.9M |
| 3 |
BlackRock
New York
|
+$38.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$33.1M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Caligan Partners
New York
|
-$75.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$70M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$51.8M |
| 4 |
SCM
Suvretta Capital Management
New York
|
-$37.4M |
| 5 |
Jennison Associates
New York
|
-$24.2M |
MLYS Hedge Fund Activity: Q2 2026 in Review
225 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q2 2026, worth a combined $2.69B — up 9.5% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new MLYS positions and 23 closed out — a net gain of 13 holders — while 90 added to existing stakes and 65 trimmed.
The largest buyer was Deerfield Management, opening a new position worth an estimated $109M. The largest seller was Caligan Partners, exiting entirely with an estimated $75.1M sold.
- 225 institutional investors held Mineralys Therapeutics (MLYS) as of Q2 2026, up from 215 in Q1 2026.
- Funds reported $2.69B of Mineralys Therapeutics stock for Q2 2026, up 9.5% quarter-over-quarter.
- 36 funds opened new Mineralys Therapeutics positions in Q2 2026 and 23 closed out, a net change of +13 holders.
- The largest Mineralys Therapeutics buyer in Q2 2026 was Deerfield Management, an estimated $109M added.
- The largest Mineralys Therapeutics seller in Q2 2026 was Caligan Partners, an estimated $75.1M sold.
Based on aggregated 13F filings for Q2 2026.