Verastem
VSTM
109 hedge funds and large institutions have $218M invested in Verastem in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 17 closing their positions.
135% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 20
107% more call options, than puts
Call options by funds: $937K | Put options by funds: $452K
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
11.64% more ownership
Funds ownership: 84.05% → 95.69% (+12%)
10% more funds holding
Funds holding: 99 → 109 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
16% less capital invested
Capital invested by funds: $261M → $218M (-$42.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
+$14.3M |
| 2 |
AC
Armistice Capital
New York
|
+$13.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9.02M |
| 4 |
BI
BVF Inc
San Francisco,
California
|
+$8.17M |
| 5 |
FCMV
Foresite Capital Management VI
Larkspur,
California
|
+$8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OrbiMed
New York
|
-$17.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$12.3M |
| 3 |
OCA
Octagon Capital Advisors
New York
|
-$10.4M |
| 4 |
RA
Rosalind Advisors
Toronto,
Ontario, Canada
|
-$3.76M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.65M |
VSTM Hedge Fund Activity: Q2 2025 in Review
109 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Verastem (VSTM) for Q2 2025, worth a combined $218M — down 16% from $261M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VSTM positions and 17 closed out — a net gain of 11 holders — while 47 added to existing stakes and 20 trimmed.
The largest buyer was J. Goldman & Co, adding an estimated $14.3M. The largest seller was OrbiMed, exiting entirely with an estimated $17.3M sold.
- 109 institutional investors held Verastem (VSTM) as of Q2 2025, up from 99 in Q1 2025.
- Funds reported $218M of Verastem stock for Q2 2025, down 16% quarter-over-quarter.
- 28 funds opened new Verastem positions in Q2 2025 and 17 closed out, a net change of +11 holders.
- The largest Verastem buyer in Q2 2025 was J. Goldman & Co, an estimated $14.3M added.
- The largest Verastem seller in Q2 2025 was OrbiMed, an estimated $17.3M sold.
Based on aggregated 13F filings for Q2 2025.