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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$42M |
| 2 |
State Street
Boston,
Massachusetts
|
+$13.4M |
| 3 |
O
OrbiMed
New York
|
+$11M |
| 4 |
BlackRock
New York
|
+$9.39M |
| 5 |
SC
Stempoint Capital
New York
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TCG Crossover Management
Palo Alto,
California
|
-$39.2M |
| 2 |
Jennison Associates
New York
|
-$10.8M |
| 3 |
FCM
Findell Capital Management
New York
|
-$6.35M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$6.29M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$4.44M |
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.