Mineralys Therapeutics
MLYS
223 hedge funds and large institutions have $3.21B invested in Mineralys Therapeutics in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 20 closing their positions.
160% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 20
16% more funds holding
Funds holding: 193 → 223 (+30)
14% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 72
7% more capital invested
Capital invested by funds: $3.01B → $3.21B (+$200M)
7.99% less ownership
Funds ownership: 119.67% → 111.68% (-8%)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
45% less call options, than puts
Call options by funds: $114M | Put options by funds: $207M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
| 2 |
State Street
Boston,
Massachusetts
|
+$75.5M |
| 3 |
SC
Samlyn Capital
New York
|
+$52.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$66.9M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$49.3M |
| 3 |
CP
Catalys Pacific
Tokyo,
Japan
|
-$40.1M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$34.1M |
| 5 |
IHAM
Integral Health Asset Management
New York
|
-$30.1M |
MLYS Hedge Fund Activity: Q4 2025 in Review
223 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Mineralys Therapeutics (MLYS) for Q4 2025, worth a combined $3.21B — up 6.6% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MLYS positions and 20 closed out — a net gain of 32 holders — while 82 added to existing stakes and 72 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $120M. The largest seller was Citadel Advisors, cutting an estimated $66.9M.
- 223 institutional investors held Mineralys Therapeutics (MLYS) as of Q4 2025, up from 193 in Q3 2025.
- Funds reported $3.21B of Mineralys Therapeutics stock for Q4 2025, up 6.6% quarter-over-quarter.
- 52 funds opened new Mineralys Therapeutics positions in Q4 2025 and 20 closed out, a net change of +32 holders.
- The largest Mineralys Therapeutics buyer in Q4 2025 was Fidelity Investments, an estimated $120M added.
- The largest Mineralys Therapeutics seller in Q4 2025 was Citadel Advisors, an estimated $66.9M sold.
Based on aggregated 13F filings for Q4 2025.