Sutro Biopharma
STRO
63 hedge funds and large institutions have $64.8M invested in Sutro Biopharma in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 32 closing their positions.
338% more call options, than puts
Call options by funds: $35K | Put options by funds: $8K
40% more capital invested
Capital invested by funds: $46.4M → $64.8M (+$18.4M)
2.74% more ownership
Funds ownership: 62.98% → 65.72% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
28% less funds holding
Funds holding: 87 → 63 (-24)
42% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 26
66% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Affinity Asset Advisors
New York
|
+$6.39M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.18M |
| 3 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$1.81M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$1.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Suvretta Capital Management
New York
|
-$5.63M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.68M |
| 3 |
TCM
Tang Capital Management
San Diego,
California
|
-$1.36M |
| 4 |
BlackRock
New York
|
-$487K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$387K |
STRO Hedge Fund Activity: Q4 2025 in Review
63 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Sutro Biopharma (STRO) for Q4 2025, worth a combined $64.8M — up 40% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of STRO and 11 opened new positions — a net loss of 21 holders — while 26 trimmed existing stakes and 15 added.
The largest buyer was Affinity Asset Advisors, adding an estimated $6.39M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $5.63M sold.
- 63 institutional investors held Sutro Biopharma (STRO) as of Q4 2025, down from 87 in Q3 2025.
- Funds reported $64.8M of Sutro Biopharma stock for Q4 2025, up 40% quarter-over-quarter.
- 11 funds opened new Sutro Biopharma positions in Q4 2025 and 32 closed out, a net change of -21 holders.
- The largest Sutro Biopharma buyer in Q4 2025 was Affinity Asset Advisors, an estimated $6.39M added.
- The largest Sutro Biopharma seller in Q4 2025 was Suvretta Capital Management, an estimated $5.63M sold.
Based on aggregated 13F filings for Q4 2025.