Arvinas
ARVN
206 hedge funds and large institutions have $665M invested in Arvinas in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 31 closing their positions.
140% more call options, than puts
Call options by funds: $5M | Put options by funds: $2.08M
16% more capital invested
Capital invested by funds: $573M → $665M (+$92.3M)
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
4% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 72
2% less funds holding
Funds holding: 211 → 206 (-5)
4.2% less ownership
Funds ownership: 91.3% → 87.09% (-4.2%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$25.3M |
| 2 |
TCM
TCG Crossover Management
Palo Alto,
California
|
+$11.5M |
| 3 |
Two Sigma Investments
New York
|
+$10.8M |
| 4 |
Two Sigma Advisers
New York
|
+$6.63M |
| 5 |
AC
Armistice Capital
New York
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$47.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.3M |
| 4 |
Millennium Management
New York
|
-$9.52M |
| 5 |
NI
Nextech Invest
Zurich,
Switzerland
|
-$9.49M |
ARVN Hedge Fund Activity: Q4 2025 in Review
206 institutional investors reported a position in Arvinas (ARVN) for Q4 2025, worth a combined $665M — up 16% from $573M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ARVN positions and 31 closed out — a net gain of 1 holder — while 69 added to existing stakes and 72 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $25.3M. The largest seller was Logos Global Management, exiting entirely with an estimated $47.5M sold.
- 206 institutional investors held Arvinas (ARVN) as of Q4 2025, down from 211 in Q3 2025.
- Funds reported $665M of Arvinas stock for Q4 2025, up 16% quarter-over-quarter.
- 32 funds opened new Arvinas positions in Q4 2025 and 31 closed out, a net change of +1 holder.
- The largest Arvinas buyer in Q4 2025 was Point72 Asset Management, an estimated $25.3M added.
- The largest Arvinas seller in Q4 2025 was Logos Global Management, an estimated $47.5M sold.
Based on aggregated 13F filings for Q4 2025.