Verastem
VSTM
142 hedge funds and large institutions have $591M invested in Verastem in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 20 closing their positions.
263% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $1.08M
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
70% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 30
21% more funds holding
Funds holding: 117 → 142 (+25)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17.69% more ownership
Funds ownership: 96.88% → 114.56% (+18%)
12% more capital invested
Capital invested by funds: $526M → $591M (+$64.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
+$51.2M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$25.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$19.3M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$17.8M |
| 5 |
AC
Armistice Capital
New York
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$25.7M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
-$20.9M |
| 3 |
VC
Vivo Capital
Palo Alto,
California
|
-$13.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$9.32M |
| 5 |
SCM
Silverarc Capital Management
Boston,
Massachusetts
|
-$9.21M |
VSTM Hedge Fund Activity: Q4 2025 in Review
142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Verastem (VSTM) for Q4 2025, worth a combined $591M — up 12% from $526M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new VSTM positions and 20 closed out — a net gain of 25 holders — while 51 added to existing stakes and 30 trimmed.
The largest buyer was Deep Track Capital, opening a new position worth an estimated $51.2M. The largest seller was Point72 Asset Management, cutting an estimated $25.7M.
- 142 institutional investors held Verastem (VSTM) as of Q4 2025, up from 117 in Q3 2025.
- Funds reported $591M of Verastem stock for Q4 2025, up 12% quarter-over-quarter.
- 45 funds opened new Verastem positions in Q4 2025 and 20 closed out, a net change of +25 holders.
- The largest Verastem buyer in Q4 2025 was Deep Track Capital, an estimated $51.2M added.
- The largest Verastem seller in Q4 2025 was Point72 Asset Management, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2025.