Erasca
ERAS
142 hedge funds and large institutions have $277M invested in Erasca in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 36 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
59% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 37
2.18% less ownership
Funds ownership: 79.17% → 76.99% (-2.2%)
8% less funds holding
Funds holding: 154 → 142 (-12)
10% less capital invested
Capital invested by funds: $307M → $277M (-$30.2M)
31% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$4.07M |
| 2 |
SCM
Suvretta Capital Management
New York
|
+$2.93M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
+$2.68M |
| 4 |
VA
VR Adviser
New York
|
+$2.2M |
| 5 |
PBA
Paradigm Biocapital Advisors
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Silverarc Capital Management
Boston,
Massachusetts
|
-$6.42M |
| 2 |
OCA
Octagon Capital Advisors
New York
|
-$5.94M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$3.24M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
-$2.78M |
| 5 |
SI
Sofinnova Investments
Menlo Park,
California
|
-$2.57M |
ERAS Hedge Fund Activity: Q2 2025 in Review
142 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Erasca (ERAS) for Q2 2025, worth a combined $277M — down 9.8% from $307M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ERAS and 25 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 59 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $4.07M. The largest seller was Silverarc Capital Management, cutting an estimated $6.42M.
- 142 institutional investors held Erasca (ERAS) as of Q2 2025, down from 154 in Q1 2025.
- Funds reported $277M of Erasca stock for Q2 2025, down 9.8% quarter-over-quarter.
- 25 funds opened new Erasca positions in Q2 2025 and 36 closed out, a net change of -11 holders.
- The largest Erasca buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $4.07M added.
- The largest Erasca seller in Q2 2025 was Silverarc Capital Management, an estimated $6.42M sold.
Based on aggregated 13F filings for Q2 2025.