Insmed
INSM
441 hedge funds and large institutions have $15.3B invested in Insmed in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 184 increasing their positions, 151 reducing their positions, and 48 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 151
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
15% more capital invested
Capital invested by funds: $13.3B → $15.3B (+$1.96B)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
2.65% more ownership
Funds ownership: 107.64% → 110.29% (+2.7%)
1% more funds holding
Funds holding: 438 → 441 (+3)
50% less call options, than puts
Call options by funds: $73M | Put options by funds: $145M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$235M |
| 2 |
DGM
Darwin Global Management
St. Helier,
Jersey
|
+$186M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$138M |
| 4 |
Holocene Advisors
New York
|
+$102M |
| 5 |
DFO
Duquesne Family Office
New York
|
+$59.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$112M |
| 2 |
PAI
Palo Alto Investors
Palo Alto,
California
|
-$47.1M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$38.7M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$37.1M |
| 5 |
LGM
Logos Global Management
San Francisco,
California
|
-$31.1M |
INSM Hedge Fund Activity: Q1 2025 in Review
441 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q1 2025, worth a combined $15.3B — up 15% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new INSM positions and 48 closed out — a net gain of 8 holders — while 184 added to existing stakes and 151 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $235M. The largest seller was Fidelity Investments, cutting an estimated $112M.
- 441 institutional investors held Insmed (INSM) as of Q1 2025, up from 438 in Q4 2024.
- Funds reported $15.3B of Insmed stock for Q1 2025, up 15% quarter-over-quarter.
- 56 funds opened new Insmed positions in Q1 2025 and 48 closed out, a net change of +8 holders.
- The largest Insmed buyer in Q1 2025 was JP Morgan Chase, an estimated $235M added.
- The largest Insmed seller in Q1 2025 was Fidelity Investments, an estimated $112M sold.
Based on aggregated 13F filings for Q1 2025.