Mineralys Therapeutics
MLYS
214 hedge funds and large institutions have $2.46B invested in Mineralys Therapeutics in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 52 reducing their positions, and 38 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 52
4% less call options, than puts
Call options by funds: $99.9M | Put options by funds: $104M
2.07% less ownership
Funds ownership: 111.68% → 109.62% (-2.1%)
4% less funds holding
Funds holding: 223 → 214 (-9)
13% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 38
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
23% less capital invested
Capital invested by funds: $3.21B → $2.46B (-$752M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$75.5M |
| 2 |
O
OrbiMed
New York
|
+$31.5M |
| 3 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
+$26.1M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$22.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$58.1M |
| 2 |
SC
Samlyn Capital
New York
|
-$47.4M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$42.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$35M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$29.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -38 | Closed |
|
MLYS Hedge Fund Activity: Q1 2026 in Review
214 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q1 2026, worth a combined $2.46B — down 23% from $3.21B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MLYS and 33 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 97 added.
The largest buyer was Wellington Management Group, adding an estimated $75.5M. The largest seller was Holocene Advisors, exiting entirely with an estimated $58.1M sold.
- 214 institutional investors held Mineralys Therapeutics (MLYS) as of Q1 2026, down from 223 in Q4 2025.
- Funds reported $2.46B of Mineralys Therapeutics stock for Q1 2026, down 23% quarter-over-quarter.
- 33 funds opened new Mineralys Therapeutics positions in Q1 2026 and 38 closed out, a net change of -5 holders.
- The largest Mineralys Therapeutics buyer in Q1 2026 was Wellington Management Group, an estimated $75.5M added.
- The largest Mineralys Therapeutics seller in Q1 2026 was Holocene Advisors, an estimated $58.1M sold.
Based on aggregated 13F filings for Q1 2026.