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Mineralys Therapeutics
MLYS

149 hedge funds and large institutions have $971M invested in Mineralys Therapeutics in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

104% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 26

70% more capital invested

Capital invested by funds: $572M → $971M (+$399M)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

38% more funds holding

Funds holding: 108 → 149 (+41)

4.02% more ownership

Funds ownership: 93.4% → 97.42% (+4%)

39% less call options, than puts

Call options by funds: $6.05M | Put options by funds: $9.94M

Holders
149
Holders Change
+41
Holders Change %
+37.96%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
54
Increased
53
Reduced
26
Closed
13
Calls
$6.05M
Puts
$9.94M
Net Calls
-$3.89M
Net Calls Change
-$3.89M

Top Buyers

Rank Fund Capital Flow
1
SCM
Suvretta Capital Management
New York
+$19.2M
2
IHAM
Integral Health Asset Management
New York
+$16.4M
3
RCM
RA Capital Management
Massachusetts
+$14.9M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$14M
5
CP
Caligan Partners
New York
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
O
OrbiMed
New York
-$19.8M
2
ASP
Adams Street Partners
Illinois
-$13.9M
3
Millennium Management
Millennium Management
New York
-$7.79M
4
ACM
ADAR1 Capital Management
Texas
-$6.65M
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$6.74M -$7.79M -676,983 -61%
FCM
27
Findell Capital Management
New York
$6.35M +$4.6M +400,000 New
PFCS
28
Pale Fire Capital SE
Czech Republic
$6.34M +$3.02M +262,601 +192%
SAM
29
Sectoral Asset Management
Quebec, Canada
$5.88M -$119K -10,370 -3%
SCM
30
Silverarc Capital Management
Massachusetts
$5.37M +$3.89M +338,354 New
Swedbank
31
Swedbank
Sweden
$5.2M +$3.77M +327,700 New
RSCM
32
Rock Springs Capital Management
Maryland
$5.09M +$3.69M +320,813 New
DCM
33
DAFNA Capital Management
California
$4.91M +$1.87M +162,700 +111%
Invesco
34
Invesco
Georgia
$4.9M +$3.55M +308,310 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.84M +$6.6K +574 +0.2%
Goldman Sachs
36
Goldman Sachs
New York
$4.74M +$2.14M +186,480 +167%
Deutsche Bank
37
Deutsche Bank
Germany
$4.7M +$3.1M +269,283 +1,007%
PHP
38
Parkman Healthcare Partners
Connecticut
$4.67M +$3.38M +293,928 New
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$4.44M +$3.21M +279,500 New
Charles Schwab
40
Charles Schwab
California
$4.29M +$636K +55,269 +26%
Northern Trust
41
Northern Trust
Illinois
$4.21M +$218K +18,943 +8%
ACM
42
ADAR1 Capital Management
Texas
$4.18M -$6.65M -578,116 -69%
SSA
43
Schonfeld Strategic Advisors
New York
$3.45M +$2.5M +217,462 New
BOCH
44
Blue Owl Capital Holdings
New York
$3.28M +$2.37M +206,296 New
TCM
45
Tang Capital Management
California
$3.18M +$2.3M +200,000 New
JGC
46
J. Goldman & Co
New York
$2.83M +$2.05M +178,304 New
Renaissance Technologies
47
Renaissance Technologies
New York
$2.82M +$665K +57,800 +48%
EI
48
EAM Investors
California
$2.61M +$1.89M +164,273 New
VCIM
49
Velan Capital Investment Management
Georgia
$2.39M +$1.73M +150,600 New
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$2.37M +$1.51M +131,487 +739%
1
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3 4 5

MLYS Hedge Fund Activity: Q1 2025 in Review

149 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q1 2025, worth a combined $971M — up 70% from $572M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MLYS positions and 13 closed out — a net gain of 41 holders — while 53 added to existing stakes and 26 trimmed.

The largest buyer was Suvretta Capital Management, opening a new position worth an estimated $19.2M. The largest seller was OrbiMed, exiting entirely with an estimated $19.8M sold.

  • 149 institutional investors held Mineralys Therapeutics (MLYS) as of Q1 2025, up from 108 in Q4 2024.
  • Funds reported $971M of Mineralys Therapeutics stock for Q1 2025, up 70% quarter-over-quarter.
  • 54 funds opened new Mineralys Therapeutics positions in Q1 2025 and 13 closed out, a net change of +41 holders.
  • The largest Mineralys Therapeutics buyer in Q1 2025 was Suvretta Capital Management, an estimated $19.2M added.
  • The largest Mineralys Therapeutics seller in Q1 2025 was OrbiMed, an estimated $19.8M sold.

Based on aggregated 13F filings for Q1 2025.