Disc Medicine
IRON
168 hedge funds and large institutions have $2.26B invested in Disc Medicine in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 9 closing their positions.
254% more call options, than puts
Call options by funds: $3.08M | Put options by funds: $871K
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
36% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 45
25% more capital invested
Capital invested by funds: $1.8B → $2.26B (+$454M)
11% more funds holding
Funds holding: 151 → 168 (+17)
0.06% more ownership
Funds ownership: 98.37% → 98.43% (+0.06%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 2 |
VPC
Vestal Point Capital
New York
|
+$21.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$20.1M |
| 4 |
Goldman Sachs
New York
|
+$18M |
| 5 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$70.9M |
| 2 |
PBA
Paradigm Biocapital Advisors
New York
|
-$57.3M |
| 3 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
-$30.9M |
| 4 |
LGM
Logos Global Management
San Francisco,
California
|
-$14.9M |
| 5 |
AVLSA
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
|
-$14.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Bessemer Group
Woodbridge,
New Jersey
| – | -$595 | -10 | -83% |
|
IRON Hedge Fund Activity: Q3 2025 in Review
168 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q3 2025, worth a combined $2.26B — up 25% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IRON positions and 9 closed out — a net gain of 17 holders — while 61 added to existing stakes and 45 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Janus Henderson Group, cutting an estimated $70.9M.
- 168 institutional investors held Disc Medicine (IRON) as of Q3 2025, up from 151 in Q2 2025.
- Funds reported $2.26B of Disc Medicine stock for Q3 2025, up 25% quarter-over-quarter.
- 26 funds opened new Disc Medicine positions in Q3 2025 and 9 closed out, a net change of +17 holders.
- The largest Disc Medicine buyer in Q3 2025 was Fidelity Investments, an estimated $101M added.
- The largest Disc Medicine seller in Q3 2025 was Janus Henderson Group, an estimated $70.9M sold.
Based on aggregated 13F filings for Q3 2025.