Verrica Pharmaceuticals
VRCA
50 hedge funds and large institutions have $43.2M invested in Verrica Pharmaceuticals in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.
308% more capital invested
Capital invested by funds: $10.6M → $43.2M (+$32.6M)
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
47% more funds holding
Funds holding: 34 → 50 (+16)
6.35% more ownership
Funds ownership: 26.15% → 32.5% (+6.4%)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Affinity Asset Advisors
New York
|
+$3.92M |
| 2 |
AC
Armistice Capital
New York
|
+$2.66M |
| 3 |
VCIM
Velan Capital Investment Management
Alpharetta,
Georgia
|
+$2.61M |
| 4 |
SCM
Stonepine Capital Management
Bend,
Oregon
|
+$1.96M |
| 5 |
DCM
DAFNA Capital Management
Los Angeles,
California
|
+$961K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$482K |
| 2 |
Millennium Management
New York
|
-$271K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$231K |
| 4 |
SA
Sovran Advisors
San Diego,
California
|
-$228K |
| 5 |
Renaissance Technologies
New York
|
-$15.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$8.9K | -2,065 | Closed |
|
52
Osaic Holdings
Scottsdale,
Arizona
| – | -$301 | -568 | Closed |
|
53
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$612 | -142 | Closed |
|
|
AAP
54
Arax Advisory Partners
Denver,
Colorado
| – | -$38 | -9 | Closed |
|
VRCA Hedge Fund Activity: Q4 2025 in Review
50 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Verrica Pharmaceuticals (VRCA) for Q4 2025, worth a combined $43.2M — up 308% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VRCA positions and 6 closed out — a net gain of 16 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Affinity Asset Advisors, opening a new position worth an estimated $3.92M. The largest seller was Vanguard Group, cutting an estimated $482K.
- 50 institutional investors held Verrica Pharmaceuticals (VRCA) as of Q4 2025, up from 34 in Q3 2025.
- Funds reported $43.2M of Verrica Pharmaceuticals stock for Q4 2025, up 308% quarter-over-quarter.
- 22 funds opened new Verrica Pharmaceuticals positions in Q4 2025 and 6 closed out, a net change of +16 holders.
- The largest Verrica Pharmaceuticals buyer in Q4 2025 was Affinity Asset Advisors, an estimated $3.92M added.
- The largest Verrica Pharmaceuticals seller in Q4 2025 was Vanguard Group, an estimated $482K sold.
Based on aggregated 13F filings for Q4 2025.