Disc Medicine
IRON
215 hedge funds and large institutions have $3.13B invested in Disc Medicine in 2026 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 22 closing their positions.
461% more call options, than puts
Call options by funds: $26.6M | Put options by funds: $4.75M
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
19% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 63
17% more capital invested
Capital invested by funds: $2.67B → $3.13B (+$457M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 203 → 215 (+12)
2.06% more ownership
Funds ownership: 109.8% → 111.86% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPC
Vestal Point Capital
New York
|
+$58.4M |
| 2 |
JP Morgan Chase
New York
|
+$34.7M |
| 3 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$29.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.4M |
| 5 |
LGM
Logos Global Management
San Francisco,
California
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OrbiMed
New York
|
-$48.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.6M |
| 3 |
Goldman Sachs
New York
|
-$37.3M |
| 4 |
Jennison Associates
New York
|
-$11.7M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$11.1M |
IRON Hedge Fund Activity: Q2 2026 in Review
215 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q2 2026, worth a combined $3.13B — up 17% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IRON positions and 22 closed out — a net gain of 17 holders — while 75 added to existing stakes and 63 trimmed.
The largest buyer was Vestal Point Capital, adding an estimated $58.4M. The largest seller was OrbiMed, cutting an estimated $48.8M.
- 215 institutional investors held Disc Medicine (IRON) as of Q2 2026, up from 203 in Q1 2026.
- Funds reported $3.13B of Disc Medicine stock for Q2 2026, up 17% quarter-over-quarter.
- 39 funds opened new Disc Medicine positions in Q2 2026 and 22 closed out, a net change of +17 holders.
- The largest Disc Medicine buyer in Q2 2026 was Vestal Point Capital, an estimated $58.4M added.
- The largest Disc Medicine seller in Q2 2026 was OrbiMed, an estimated $48.8M sold.
Based on aggregated 13F filings for Q2 2026.