Disc Medicine
IRON
196 hedge funds and large institutions have $3.04B invested in Disc Medicine in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 48 reducing their positions, and 12 closing their positions.
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
79% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 48
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
34% more capital invested
Capital invested by funds: $2.26B → $3.04B (+$779M)
17% more funds holding
Funds holding: 168 → 196 (+28)
3% more ownership
Funds ownership: 98.43% → 101.43% (+3%)
71% less call options, than puts
Call options by funds: $2.76M | Put options by funds: $9.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$70M |
| 2 |
BI
BVF Inc
San Francisco,
California
|
+$54.9M |
| 3 |
Jennison Associates
New York
|
+$45M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.5M |
| 5 |
PA
Perceptive Advisors
New York
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVLSA
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
|
-$53.1M |
| 2 |
DM
Deerfield Management
New York
|
-$34.5M |
| 3 |
TCM
TCG Crossover Management
Palo Alto,
California
|
-$30.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$29.7M |
| 5 |
Janus Henderson Group
London,
|
-$29.6M |
IRON Hedge Fund Activity: Q4 2025 in Review
196 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q4 2025, worth a combined $3.04B — up 34% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IRON positions and 12 closed out — a net gain of 30 holders — while 86 added to existing stakes and 48 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $70M. The largest seller was Atlas Venture Life Science Advisors, cutting an estimated $53.1M.
- 196 institutional investors held Disc Medicine (IRON) as of Q4 2025, up from 168 in Q3 2025.
- Funds reported $3.04B of Disc Medicine stock for Q4 2025, up 34% quarter-over-quarter.
- 42 funds opened new Disc Medicine positions in Q4 2025 and 12 closed out, a net change of +30 holders.
- The largest Disc Medicine buyer in Q4 2025 was JP Morgan Chase, an estimated $70M added.
- The largest Disc Medicine seller in Q4 2025 was Atlas Venture Life Science Advisors, an estimated $53.1M sold.
Based on aggregated 13F filings for Q4 2025.