Verastem
VSTM
117 hedge funds and large institutions have $526M invested in Verastem in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 20 closing their positions.
207% more call options, than puts
Call options by funds: $4.07M | Put options by funds: $1.33M
141% more capital invested
Capital invested by funds: $218M → $526M (+$308M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
11% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 36
7% more funds holding
Funds holding: 109 → 117 (+8)
1.19% more ownership
Funds ownership: 95.69% → 96.88% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$28.9M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
+$22.7M |
| 3 |
FCMV
Foresite Capital Management VI
Larkspur,
California
|
+$9.96M |
| 4 |
SCM
Stonepine Capital Management
Bend,
Oregon
|
+$9.75M |
| 5 |
RI
RTW Investments
New York
|
+$8.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
-$15.2M |
| 2 |
BI
BVF Inc
San Francisco,
California
|
-$14.1M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$12.4M |
| 4 |
Goldman Sachs
New York
|
-$8.95M |
| 5 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
-$8.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Renaissance Technologies
New York
| – | -$409K | -98,600 | Closed |
|
|
KCM
127
Kennedy Capital Management
St Louis,
Missouri
| – | -$374K | -90,203 | Closed |
|
|
SPS
128
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| – | -$243K | -58,521 | Closed |
|
|
VF
129
Virtu Financial
New York
| – | -$222K | -53,403 | Closed |
|
130
Los Angeles Capital Management
Los Angeles,
California
| – | -$106K | -25,428 | Closed |
|
|
GCM
131
Graham Capital Management
Rowayton,
Connecticut
| – | -$67.9K | -16,361 | Closed |
|
132
VOYA Investment Management
Atlanta,
Georgia
| – | -$52.9K | -12,758 | Closed |
|
|
NRD
133
Nebula Research & Development
New York
| – | -$52.7K | -12,689 | Closed |
|
|
CIAM
134
Caitong International Asset Management
Hong Kong
| – | -$3.38K | -814 | Closed |
|
|
ACM
135
Accent Capital Management
Centerville,
Ohio
| – | -$5.25K | -52 | Closed |
|
136
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$154 | -37 | Closed |
|
137
US Bancorp
Minneapolis,
Minnesota
| – | -$95 | -23 | Closed |
|
VSTM Hedge Fund Activity: Q3 2025 in Review
117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Verastem (VSTM) for Q3 2025, worth a combined $526M — up 141% from $218M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VSTM positions and 20 closed out — a net gain of 9 holders — while 40 added to existing stakes and 36 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $28.9M. The largest seller was J. Goldman & Co, cutting an estimated $15.2M.
- 117 institutional investors held Verastem (VSTM) as of Q3 2025, up from 109 in Q2 2025.
- Funds reported $526M of Verastem stock for Q3 2025, up 141% quarter-over-quarter.
- 29 funds opened new Verastem positions in Q3 2025 and 20 closed out, a net change of +9 holders.
- The largest Verastem buyer in Q3 2025 was Point72 Asset Management, an estimated $28.9M added.
- The largest Verastem seller in Q3 2025 was J. Goldman & Co, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2025.