RZLT Rezolute, Inc.
Executive Summary
A cluster of five mega-passive institutional investors (State Street, BofA, Wells Fargo, Schwab, Morgan Stanley) collectively added $35.3M in RZLT positions during 2025-Q3, with $31.7M concentrated in State Street and BofA. However, all buyers are passive/index funds, suggesting the cluster reflects index rebalancing or passive inflows rather than an active investment thesis. No sellers were reported.
Key Financial Metrics
Institutional Positions
Net institutional flow: $35.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | DOUBLED | +152% | $19.7M | $16.0M |
| BofA | DOUBLED | +1578.5% | $12.1M | $11.7M |
| Wells Fargo | ADD | +37.5% | $462.0K | $302.0K |
| Schwab | DOUBLED | +220.3% | $6.1M | $5.2M |
| Morgan Stanley | ADD | +42.5% | $3.2M | $2.1M |
Actionable Insight
The passive nature of the buying suggests limited alpha signal. Monitor next earnings or catalyst events for active manager interest. The lack of sellers is mildly supportive but not actionable alone.
Key Facts
- 5 institutions accumulated $41.5M in RZLT (net +$35.3M), all mega-passive funds.
- State Street and BofA each more than doubled their positions, adding $16M and $11.7M respectively.
- No institutional selling was recorded in the quarter.
- The cluster is entirely passive, reducing conviction of an active catalyst.
Financial Impact
Net institutional buying of $35.3M, with total holdings reaching $41.5M.
Risk Factors
- Passive flows may reverse if index composition changes.
- No active manager participation reduces conviction of a fundamental catalyst.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RZLT-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $3.81 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 4, 2026
9d ago
|
Press Release
| $4.51 $4.25 | ▼ −5.76% | ▼ −3.17% | — |
|
Jun 2, 2026
11d ago
|
8-K
| $4.00 $4.58 | ▲ +14.50% | ▲ +15.19% | — |
|
May 12, 2026
4w ago
|
8-K
| $3.33 $3.33 | · 0.00% | ▲ +0.00% | — |
|
May 12, 2026
4w ago
|
Press Release
| $3.33 $3.33 | · 0.00% | ▼ −0.00% | — |
|
May 1, 2026
6w ago
|
Press Release
| $3.30 $3.30 | · 0.00% | ▲ +0.34% | — |
|
Apr 21, 2026
7w ago
|
Press Release
| $3.28 $3.33 | ▼ −1.52% | ▼ −0.51% | — |
US Market Status
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