Replimune Group
REPL
174 hedge funds and large institutions have $752M invested in Replimune Group in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 24 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
4% more funds holding
Funds holding: 167 → 174 (+7)
1.41% less ownership
Funds ownership: 106.44% → 105.02% (-1.4%)
6% less capital invested
Capital invested by funds: $799M → $752M (-$47.2M)
20% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 64
25% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $27.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$5.38M |
| 2 |
ABG
Ally Bridge Group
New York
|
+$4.61M |
| 3 |
NFT
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
+$4.06M |
| 4 |
Goldman Sachs
New York
|
+$3.73M |
| 5 |
BCM
Boxer Capital Management
San Diego,
California
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
-$9.07M |
| 2 |
SI
Sofinnova Investments
Menlo Park,
California
|
-$5.88M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$5.42M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.75M |
| 5 |
Millennium Management
New York
|
-$3.74M |
REPL Hedge Fund Activity: Q2 2025 in Review
174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Replimune Group (REPL) for Q2 2025, worth a combined $752M — down 5.9% from $799M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new REPL positions and 24 closed out — a net gain of 9 holders — while 51 added to existing stakes and 64 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $5.38M. The largest seller was Braidwell, cutting an estimated $9.07M.
- 174 institutional investors held Replimune Group (REPL) as of Q2 2025, up from 167 in Q1 2025.
- Funds reported $752M of Replimune Group stock for Q2 2025, down 5.9% quarter-over-quarter.
- 33 funds opened new Replimune Group positions in Q2 2025 and 24 closed out, a net change of +9 holders.
- The largest Replimune Group buyer in Q2 2025 was Point72 Asset Management, an estimated $5.38M added.
- The largest Replimune Group seller in Q2 2025 was Braidwell, an estimated $9.07M sold.
Based on aggregated 13F filings for Q2 2025.