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Mineralys Therapeutics
MLYS

165 hedge funds and large institutions have $889M invested in Mineralys Therapeutics in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

11% more funds holding

Funds holding: 149 → 165 (+16)

3.37% more ownership

Funds ownership: 97.42% → 100.79% (+3.4%)

9% less capital invested

Capital invested by funds: $971M → $889M (-$82.6M)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

97% less call options, than puts

Call options by funds: $30K | Put options by funds: $1.11M

Holders
165
Holders Change
+16
Holders Change %
+10.74%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
41
Increased
76
Reduced
30
Closed
24
Calls
$30K
Puts
$1.11M
Net Calls
-$1.08M
Net Calls Change
+$2.81M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$42M
2
State Street
State Street
Massachusetts
+$13.4M
3
O
OrbiMed
New York
+$11M
4
BlackRock
BlackRock
New York
+$9.39M
5
SC
Stempoint Capital
New York
+$9.15M

Top Sellers

Rank Fund Capital Flow
1
TCM
TCG Crossover Management
California
-$39.2M
2
Jennison Associates
Jennison Associates
New York
-$10.8M
3
FCM
Findell Capital Management
New York
-$6.35M
4
NCM
Nantahala Capital Management
Connecticut
-$6.29M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
2L
26
22NW LP
Washington
$7.58M +$1.43M +98,698 +21%
SFM
27
Sphera Funds Management
Israel
$6.51M +$224K +15,448 +3%
PHP
28
Parkman Healthcare Partners
Connecticut
$6.27M +$2.46M +169,673 +58%
Deutsche Bank
29
Deutsche Bank
Germany
$6.18M +$2.33M +160,899 +54%
PFCS
30
Pale Fire Capital SE
Czech Republic
$6.04M +$683K +47,128 +12%
Swedbank
31
Swedbank
Sweden
$5.19M +$813K +56,100 +17%
SAM
32
Sectoral Asset Management
Quebec, Canada
$5.17M +$172K +11,902 +3%
DCM
33
DAFNA Capital Management
California
$5.03M +$903K +62,323 +20%
NCM
34
Nantahala Capital Management
Connecticut
$4.79M -$6.29M -433,758 -55%
Prudential Financial
35
Prudential Financial
New Jersey
$4.77M +$3.26M +224,815 +176%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$4.75M +$5.09M +351,113 New
Northern Trust
37
Northern Trust
Illinois
$4.59M +$1.07M +73,969 +28%
BOCH
38
Blue Owl Capital Holdings
New York
$4.55M +$1.88M +129,648 +63%
RSCM
39
Rock Springs Capital Management
Maryland
$4.39M +$53.6K +3,700 +1%
Charles Schwab
40
Charles Schwab
California
$4.39M +$783K +54,030 +20%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$4.13M +$1.85K +128 +0%
ACM
42
ADAR1 Capital Management
Texas
$4.09M +$561K +38,700 +15%
Bank of America
43
Bank of America
North Carolina
$3.56M +$1.68M +116,134 +79%
SSA
44
Schonfeld Strategic Advisors
New York
$3.43M +$518K +35,737 +16%
Millennium Management
45
Millennium Management
New York
$3.3M -$2.62M -181,122 -43%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$2.78M +$818K +56,450 +38%
TCM
47
Tang Capital Management
California
$2.71M – – –
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$2.54M +$1.54M +106,592 +132%
TI
49
Trexquant Investment
Connecticut
$2.47M +$813K +56,130 +44%
AC
50
Armistice Capital
New York
$2.41M +$2.58M +178,000 New
1
2
3 4 5

MLYS Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q2 2025, worth a combined $889M — down 8.5% from $971M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MLYS positions and 24 closed out — a net gain of 17 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $42M. The largest seller was TCG Crossover Management, exiting entirely with an estimated $39.2M sold.

  • 165 institutional investors held Mineralys Therapeutics (MLYS) as of Q2 2025, up from 149 in Q1 2025.
  • Funds reported $889M of Mineralys Therapeutics stock for Q2 2025, down 8.5% quarter-over-quarter.
  • 41 funds opened new Mineralys Therapeutics positions in Q2 2025 and 24 closed out, a net change of +17 holders.
  • The largest Mineralys Therapeutics buyer in Q2 2025 was Capital International Investors, an estimated $42M added.
  • The largest Mineralys Therapeutics seller in Q2 2025 was TCG Crossover Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2025.