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NewAmsterdam Pharma

137 hedge funds and large institutions have $3.42B invested in NewAmsterdam Pharma in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $2.11B → $3.42B (+$1.32B)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

5% more funds holding

Funds holding: 131137 (+6)

3.41% more ownership

Funds ownership: 103.65%107.06% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

96% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $69.2M

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
48
Reduced
40
Closed
15
Calls
$2.48M
Puts
$69.2M
Net Calls
-$66.7M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$475M +$2.27M +94,882 +0.6%
BCLSI
2
Bain Capital Life Sciences Investors
Massachusetts
$305M
RCM
3
RA Capital Management
Massachusetts
$288M
Capital World Investors
4
Capital World Investors
California
$279M +$34.4M +1,434,986 +17%
FIS
5
FCPM III Services
Netherlands
$262M -$34M -1,419,729 -13%
Viking Global Investors
6
Viking Global Investors
Connecticut
$184M -$12.1M -503,000 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$157M +$87M +3,630,743 +191%
DM
8
Deerfield Management
New York
$121M -$20.4M -849,260 -17%
Jennison Associates
9
Jennison Associates
New York
$119M +$30M +1,252,451 +43%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$114M +$16.7M +697,129 +21%
PCH
11
Polar Capital Holdings
United Kingdom
$82.8M +$9.44M +393,855 +16%
MVM
12
Medicxi Ventures Management
Jersey
$81.6M
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$73.3M -$10.5M -436,378 -14%
CAM
14
Cormorant Asset Management
Massachusetts
$61.9M
AllianceBernstein
15
AllianceBernstein
Tennessee
$60.9M -$4.55M -189,805 -8%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$60.1M +$3.72M +155,015 +8%
Capital International Investors
17
Capital International Investors
California
$58.7M
DFO
18
Duquesne Family Office
New York
$54.7M +$26.2M +1,091,525 +131%
MC
19
Maverick Capital
Texas
$42.8M -$650K -27,127 -2%
Morgan Stanley
20
Morgan Stanley
New York
$42.6M +$20.6M +859,772 +135%
JP Morgan Chase
21
JP Morgan Chase
New York
$37M -$3.75M -156,399 -11%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$36.7M -$12.6M -524,575 -29%
WP
23
Woodline Partners
California
$32.9M -$17.7M -739,330 -39%
Goldman Sachs
24
Goldman Sachs
New York
$25M -$1.66M -69,428 -7%
TCM
25
TimesSquare Capital Management
New York
$23.8M -$843K -35,169 -4%

NAMS Hedge Fund Activity: Q3 2025 in Review

137 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q3 2025, worth a combined $3.42B — up 62% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NAMS positions and 15 closed out — a net gain of 6 holders — while 48 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $87M. The largest seller was FCPM III Services, cutting an estimated $34M.

  • 137 institutional investors held NewAmsterdam Pharma (NAMS) as of Q3 2025, up from 131 in Q2 2025.
  • Funds reported $3.42B of NewAmsterdam Pharma stock for Q3 2025, up 62% quarter-over-quarter.
  • 21 funds opened new NewAmsterdam Pharma positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest NewAmsterdam Pharma buyer in Q3 2025 was Fidelity Investments, an estimated $87M added.
  • The largest NewAmsterdam Pharma seller in Q3 2025 was FCPM III Services, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2025.