Disc Medicine
IRON
203 hedge funds and large institutions have $2.67B invested in Disc Medicine in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 38 closing their positions.
365% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $5.01M
82% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 44
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
8.37% more ownership
Funds ownership: 101.43% → 109.8% (+8.4%)
4% more funds holding
Funds holding: 196 → 203 (+7)
12% less capital invested
Capital invested by funds: $3.04B → $2.67B (-$369M)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| 1 |
TCM
TCG Crossover Management
Palo Alto,
California
|
+$93.1M |
| 2 |
BI
BVF Inc
San Francisco,
California
|
+$43.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$35.4M |
| 4 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$32.9M |
| 5 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
+$31.9M |
Top Sellers
| 1 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
-$41.5M |
| 2 |
PA
Perceptive Advisors
New York
|
-$35.8M |
| 3 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
-$19.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$14.9M |
IRON Hedge Fund Activity: Q1 2026 in Review
203 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q1 2026, worth a combined $2.67B — down 12% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IRON positions and 38 closed out — a net gain of 10 holders — while 80 added to existing stakes and 44 trimmed.
The largest buyer was TCG Crossover Management, opening a new position worth an estimated $93.1M. The largest seller was First Light Asset Management, exiting entirely with an estimated $41.5M sold.
- 203 institutional investors held Disc Medicine (IRON) as of Q1 2026, up from 196 in Q4 2025.
- Funds reported $2.67B of Disc Medicine stock for Q1 2026, down 12% quarter-over-quarter.
- 48 funds opened new Disc Medicine positions in Q1 2026 and 38 closed out, a net change of +10 holders.
- The largest Disc Medicine buyer in Q1 2026 was TCG Crossover Management, an estimated $93.1M added.
- The largest Disc Medicine seller in Q1 2026 was First Light Asset Management, an estimated $41.5M sold.
Based on aggregated 13F filings for Q1 2026.