Fractyl HealthGUTS
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 74 institutions reported holding Fractyl Health Inc. (GUTS) in their 13F filings, up 12 from Q2 2025. 30 opened new positions and 18 sold out. The largest holders were Nantahala Capital Management, LLC ($19.3M), Silverarc Capital Management, LLC ($16.9M) and Alyeska Investment Group, L.P. ($9.0M). 6 famous investors held it, including Lee Ainslie (0.1% of Maverick Capital's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fractyl Health Inc.
- CUSIP
- 35168W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $59.1M |
| Exits | 18 | $646K |
All 13F filers, Q2 2025 → Q3 2025: 64,533,321 shares bought and 726,128 shares sold, net +63,807,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Nantahala Capital Management, LLC | 1.19% | New | 12,136,917 | $19.3M |
| Silverarc Capital Management, LLC | 2.44% | Add +5132.2% | 10,600,000 | $16.9M |
| Alyeska Investment Group, L.P. | 0.03% | New | 5,648,371 | $9.0M |
| Woodline Partners LP | 0.04% | Add +821.1% | 5,506,534 | $8.8M |
| Catalio Capital Management, LP | 1.53% | Add +2333.9% | 5,214,236 | $8.3M |
| Rosalind Advisors, Inc. | 2.81% | New | 5,000,000 | $8.0M |
| General Catalyst Group Management, LLC | 0.26% | No change | 4,884,193 | $7.8M |
| Deer Management Co. LLC | 0.68% | No change | 4,770,901 | $7.6M |
| HCC Manager LLC | 100.00% | No change | 4,673,871 | $7.4M |
| 683 Capital Management, LLC | 0.70% | Add +620.9% | 4,650,000 | $7.4M |
| Maverick Capital | 0.09% | No change | 4,248,492 | $6.8M |
| Soleus Capital Management, L.P. | 0.21% | New | 2,500,000 | $4.0M |
| Point72 Asset Management | 0.01% | New | 2,187,999 | $3.5M |
| Vanguard Group Inc. | 0.00% | Add +73.3% | 1,921,147 | $3.1M |
| M28 Capital Management LP | 4.34% | No change | 1,856,117 | $3.0M |
| Ikarian Capital, LLC | 0.58% | New | 1,800,000 | $2.9M |
| Citadel Advisors | 0.00% | New | 1,782,356 | $2.8M |
| Marshall Wace, LLP | 0.00% | New | 1,769,776 | $2.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -0.8% | 925,849 | $1.5M |
| Renaissance Technologies | 0.00% | New | 776,700 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -14.3% | 759,995 | $1.2M |
| UBS Group AG | 0.00% | Add +3194.8% | 752,596 | $1.2M |
| Alphabet Inc. | 0.04% | No change | 662,584 | $1.1M |
| Boothbay Fund Management, LLC | 0.03% | New | 655,200 | $1.0M |
| HRT Financial LP | 0.00% | Add +910.7% | 614,792 | $977K |
| CM Management, LLC | 0.80% | New | 600,000 | $954K |
| Logos Global Management LP | 0.08% | New | 500,000 | $795K |
| Burkehill Global Management, LP | 0.05% | New | 500,000 | $795K |
| Goldman Sachs Group Inc. | 0.00% | Add +247.7% | 490,448 | $780K |
| Morgan Stanley | 0.00% | Add +174.2% | 430,231 | $684K |
| Millennium Management | 0.00% | Reduce -22.1% | 407,667 | $648K |
| Geode Capital Management, LLC | 0.00% | Add +167.0% | 294,948 | $469K |
| D. E. Shaw & Co. | 0.00% | New | 294,290 | $468K |
| Shay Capital LLC | 0.08% | New | 285,202 | $453K |
| PEAK6 LLC | 0.01% | New | 250,000 | $398K |
| Gsa Capital Partners LLP | 0.02% | New | 179,023 | $285K |
| Diametric Capital, LP | 0.07% | Add +642.3% | 125,629 | $200K |
| Bank of America Corp. | 0.00% | Add +23.5% | 88,634 | $141K |
| Conservest Capital Advisors, Inc. | 0.01% | No change | 64,118 | $102K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 51,442 | $82K |
| JPMorgan Chase & Co. | 0.00% | New | 50,744 | $81K |
| Osaic Holdings, Inc. | 0.00% | Add +28.7% | 76,745 | $79K |
| Centiva Capital, LP | 0.01% | New | 49,340 | $78K |
| XTX Topco Ltd | 0.00% | New | 46,047 | $73K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 45,500 | $72K |
| State Street Corp. | 0.00% | No change | 40,800 | $65K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.08% | New | 35,000 | $56K |
| Prelude Capital Management, LLC | 0.00% | New | 34,754 | $55K |
| Scientech Research LLC | 0.02% | New | 30,569 | $49K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -0.7% | 31,000 | $40K |
| Stoneridge Investment Partners LLC | 0.03% | Add +9.7% | 23,721 | $38K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.2% | 22,895 | $36K |
| FNY Investment Advisers, LLC | 0.01% | New | 20,000 | $31K |
| Parkside Financial Bank & Trust | 0.00% | No change | 16,304 | $26K |
| Northern Trust Corp. | 0.00% | No change | 14,640 | $23K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -32.6% | 14,126 | $22K |
| Cerity Partners LLC | 0.00% | Reduce -26.6% | 13,566 | $22K |
| Quadrature Capital Ltd | 0.00% | New | 13,540 | $21K |
| ADAR1 Capital Management, LLC | 0.00% | New | 13,097 | $21K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 12,700 | $20K |
| R Squared Ltd | 0.01% | Reduce -28.7% | 10,623 | $17K |
| LPL Financial LLC | 0.00% | New | 10,425 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +86.4% | 5,209 | $8K |
| St. Johns Investment Management Company, LLC | 0.00% | Add +23.8% | 1,980 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.1% | 915 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 1,000 | $1K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -0.5% | 430 | $683 |
| Jones Financial Companies LLLP | 0.00% | New | 500 | $670 |
| Citigroup Inc. | 0.00% | Add +1.4% | 217 | $345 |
| SBI Securities Co., Ltd. | 0.00% | No change | 120 | $191 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -86.3% | 39 | $62 |
| Optiver Holding B.V. | 0.00% | New | 14 | $22 |
| Royal Bank of Canada | 0.00% | Reduce -32.2% | 196 | $0 |
| Cwm, LLC | 0.00% | Reduce -96.8% | 149 | $0 |
"% of holder's portfolio" is GUTS's weight in each manager's 13F, not the share of Fractyl Health Inc. the manager owns.