Relay Therapeutics
RLAY
207 hedge funds and large institutions have $439M invested in Relay Therapeutics in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 24 closing their positions.
274% more call options, than puts
Call options by funds: $483K | Put options by funds: $129K
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
22% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 60
4% more funds holding
Funds holding: 199 → 207 (+8)
0.73% more ownership
Funds ownership: 97.95% → 98.69% (+0.73%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
35% less capital invested
Capital invested by funds: $676M → $439M (-$237M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$36.2M |
| 2 |
KCM
Kynam Capital Management
Princeton,
New Jersey
|
+$8.08M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$4.87M |
| 4 |
Renaissance Technologies
New York
|
+$2.85M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.5M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.77M |
| 3 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$4.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$4.49M |
| 5 |
EAM
Exome Asset Management
New York
|
-$4.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Stifel Financial
St. Louis,
Missouri
| – | -$42K | -10,200 | Closed |
|
|
WWA
227
Wingate Wealth Advisors
Lexington,
Massachusetts
| – | -$20.6K | -5,000 | Closed |
|
228
Group One Trading
Chicago,
Illinois
| – | -$18.7K | -4,774 | Closed |
|
|
RS
229
R Squared
Central,
Hong Kong
| – | -$4.86K | -1,180 | Closed |
|
|
AA
230
Ancora Advisors
Cleveland,
Ohio
| – | -$453 | -110 | Closed |
|
|
WCM
231
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$124 | -30 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | +$59 | +15 | +136% |
|
RLAY Hedge Fund Activity: Q1 2025 in Review
207 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Relay Therapeutics (RLAY) for Q1 2025, worth a combined $439M — down 35% from $676M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new RLAY positions and 24 closed out — a net gain of 10 holders — while 73 added to existing stakes and 60 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $36.2M. The largest seller was Vanguard Group, cutting an estimated $11.5M.
- 207 institutional investors held Relay Therapeutics (RLAY) as of Q1 2025, up from 199 in Q4 2024.
- Funds reported $439M of Relay Therapeutics stock for Q1 2025, down 35% quarter-over-quarter.
- 34 funds opened new Relay Therapeutics positions in Q1 2025 and 24 closed out, a net change of +10 holders.
- The largest Relay Therapeutics buyer in Q1 2025 was Point72 Asset Management, an estimated $36.2M added.
- The largest Relay Therapeutics seller in Q1 2025 was Vanguard Group, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2025.