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.
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
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
Boston,
Massachusetts
|
+$14.9M |
| 4 |
Pictet Asset Management
Carouge,
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
Chicago,
Illinois
|
-$13.9M |
| 3 |
Millennium Management
New York
|
-$7.79M |
| 4 |
ACM
ADAR1 Capital Management
Austin,
Texas
|
-$6.65M |
| 5 |
JP Morgan Chase
New York
|
-$5.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASP
151
Adams Street Partners
Chicago,
Illinois
| – | -$13.9M | -1,129,807 | Closed |
|
|
SC
152
Stempoint Capital
New York
| – | -$4.6M | -400,101 | Closed |
|
|
IC
153
Ikarian Capital
Dallas,
Texas
| – | -$3.82M | -332,390 | Closed |
|
|
NIM
154
NEOS Investment Management
Westport,
Connecticut
| – | -$1.1M | -89,529 | Closed |
|
|
TE
155
Tema ETFs
New York
| – | -$1.1M | -89,529 | Closed |
|
|
EC
156
EntryPoint Capital
New York
| – | -$154K | -12,487 | Closed |
|
157
ProShare Advisors
Bethesda,
Maryland
| – | -$128K | -10,405 | Closed |
|
|
VEA
158
Virtus ETF Advisers
New York
| – | -$71.9K | -5,842 | Closed |
|
|
GM
159
GeoWealth Management
Chicago,
Illinois
| – | -$17.7K | -1,439 | Closed |
|
|
MAM
160
Meeder Asset Management
Dublin,
Ohio
| – | -$16.5K | -1,338 | Closed |
|
|
AAP
161
Arax Advisory Partners
Denver,
Colorado
| – | -$1.33K | -108 | Closed |
|
162
Creative Planning
Overland Park,
Kansas
| – | -$948 | -77 | Closed |
|
|
AW
163
Avion Wealth
The Woodlands,
Texas
| – | +$897 | +78 | New |
|
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.