NewAmsterdam Pharma
NAMS
186 hedge funds and large institutions have $4.19B invested in NewAmsterdam Pharma in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 10 closing their positions.
510% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 10
36% more funds holding
Funds holding: 137 → 186 (+49)
22% more capital invested
Capital invested by funds: $3.43B → $4.19B (+$757M)
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.84% less ownership
Funds ownership: 107.06% → 105.22% (-1.8%)
30% less call options, than puts
Call options by funds: $11.1M | Put options by funds: $15.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFO
Duquesne Family Office
New York
|
+$41.7M |
| 2 |
CHP
Castle Hook Partners
New York
|
+$39.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.9M |
| 5 |
Goldman Sachs
New York
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
-$124M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$82.7M |
| 3 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$42.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$42.6M |
| 5 |
Morgan Stanley
New York
|
-$35.1M |
NAMS Hedge Fund Activity: Q4 2025 in Review
186 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q4 2025, worth a combined $4.19B — up 22% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new NAMS positions and 10 closed out — a net gain of 51 holders — while 52 added to existing stakes and 51 trimmed.
The largest buyer was Duquesne Family Office, adding an estimated $41.7M. The largest seller was Bain Capital Life Sciences Investors, cutting an estimated $124M.
- 186 institutional investors held NewAmsterdam Pharma (NAMS) as of Q4 2025, up from 137 in Q3 2025.
- Funds reported $4.19B of NewAmsterdam Pharma stock for Q4 2025, up 22% quarter-over-quarter.
- 61 funds opened new NewAmsterdam Pharma positions in Q4 2025 and 10 closed out, a net change of +51 holders.
- The largest NewAmsterdam Pharma buyer in Q4 2025 was Duquesne Family Office, an estimated $41.7M added.
- The largest NewAmsterdam Pharma seller in Q4 2025 was Bain Capital Life Sciences Investors, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2025.