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Disc Medicine

151 hedge funds and large institutions have $1.8B invested in Disc Medicine in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,002% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $1.11M

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $1.65B → $1.8B (+$155M)

2.46% more ownership

Funds ownership: 95.9%98.37% (+2.5%)

4% less funds holding

Funds holding: 157151 (-6)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
151
Holders Change
-6
Holders Change %
-3.82%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
26
Increased
69
Reduced
36
Closed
31
Calls
$23.4M
Puts
$1.11M
Net Calls
+$22.3M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
FTM
26
First Turn Management
California
$15.9M +$14.1M +299,464 New
FCMV
27
Foresite Capital Management V
California
$15.8M
NCM
28
Nantahala Capital Management
Connecticut
$15.2M +$6.55M +139,409 +94%
SCM
29
Sio Capital Management
New York
$15.1M +$9.92M +211,276 +287%
CC
30
Checkpoint Capital
California
$14M +$1.02M +21,689 +9%
Goldman Sachs
31
Goldman Sachs
New York
$12M +$4.47M +95,105 +73%
Northern Trust
32
Northern Trust
Illinois
$11.6M +$483K +10,282 +5%
Charles Schwab
33
Charles Schwab
California
$10.8M +$447K +9,516 +5%
Victory Capital Management
34
Victory Capital Management
Texas
$10.5M +$195K +4,160 +2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$10.2M +$2.51M +53,463 +38%
OM
36
Opaleye Management
Massachusetts
$9.87M +$4.76M +101,418 +119%
Bank of America
37
Bank of America
North Carolina
$8.94M +$5.4M +115,014 +214%
PAI
38
Palo Alto Investors
California
$7.72M +$6.84M +145,691 New
UBS Group
39
UBS Group
Switzerland
$7.71M +$3.43M +72,921 +100%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$7.5M +$3.24M +69,032 +95%
VPC
41
Vestal Point Capital
New York
$7.41M +$6.58M +140,000 New
BOCH
42
Blue Owl Capital Holdings
New York
$6.47M -$845K -18,000 -13%
UBS AM
43
UBS AM
Illinois
$6.44M +$1.18M +25,027 +26%
Ameriprise
44
Ameriprise
Minnesota
$6.44M +$2.52M +53,615 +79%
Morgan Stanley
45
Morgan Stanley
New York
$5.86M -$2.8M -59,531 -35%
Renaissance Technologies
46
Renaissance Technologies
New York
$5.11M -$4.45M -94,800 -50%
ZP
47
Zimmer Partners
New York
$4.78M +$2.22M +47,263 +110%
Barclays
48
Barclays
United Kingdom
$4.58M +$1.92M +40,850 +89%
Raymond James Financial
49
Raymond James Financial
Florida
$4.58M +$151K +3,211 +4%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$4.49M -$227K -4,839 -6%

IRON Hedge Fund Activity: Q2 2025 in Review

151 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q2 2025, worth a combined $1.8B — up 9.4% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IRON and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 69 added.

The largest buyer was Woodline Partners, adding an estimated $17.1M. The largest seller was Wellington Management Group, cutting an estimated $42.8M.

  • 151 institutional investors held Disc Medicine (IRON) as of Q2 2025, down from 157 in Q1 2025.
  • Funds reported $1.8B of Disc Medicine stock for Q2 2025, up 9.4% quarter-over-quarter.
  • 26 funds opened new Disc Medicine positions in Q2 2025 and 31 closed out, a net change of -5 holders.
  • The largest Disc Medicine buyer in Q2 2025 was Woodline Partners, an estimated $17.1M added.
  • The largest Disc Medicine seller in Q2 2025 was Wellington Management Group, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2025.