Arvinas
ARVN
215 hedge funds and large institutions have $458M invested in Arvinas in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 61 reducing their positions, and 36 closing their positions.
122% more call options, than puts
Call options by funds: $23.4M | Put options by funds: $10.5M
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
18% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 61
9% more funds holding
Funds holding: 198 → 215 (+17)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16.79% less ownership
Funds ownership: 111.45% → 94.65% (-17%)
69% less capital invested
Capital invested by funds: $1.47B → $458M (-$1.01B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$28.2M |
| 2 |
TCM
Tang Capital Management
San Diego,
California
|
+$21.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.4M |
| 4 |
PCM
Philosophy Capital Management
Alamo,
California
|
+$15.6M |
| 5 |
Millennium Management
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
-$129M |
| 2 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$45.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$34.1M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$26M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$24.5M |
ARVN Hedge Fund Activity: Q1 2025 in Review
215 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q1 2025, worth a combined $458M — down 69% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new ARVN positions and 36 closed out — a net gain of 18 holders — while 72 added to existing stakes and 61 trimmed.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $28.2M. The largest seller was EcoR1 Capital, exiting entirely with an estimated $129M sold.
- 215 institutional investors held Arvinas (ARVN) as of Q1 2025, up from 198 in Q4 2024.
- Funds reported $458M of Arvinas stock for Q1 2025, down 69% quarter-over-quarter.
- 54 funds opened new Arvinas positions in Q1 2025 and 36 closed out, a net change of +18 holders.
- The largest Arvinas buyer in Q1 2025 was Alyeska Investment Group, an estimated $28.2M added.
- The largest Arvinas seller in Q1 2025 was EcoR1 Capital, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2025.