We are live on ! Find out more

1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
326
NewEdge Advisors
Louisiana
$4.52M +$195K +1,070 +5%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$4.49M -$89.6K -493 -2%
CBU
328
CIBC Bancorp USA
Illinois
$4.48M +$4.28M +23,562 New
SAM
329
Steinberg Asset Management
New York
$4.41M -$1.12M -6,174 -21%
X
330
Xponance
Pennsylvania
$4.41M -$293K -1,610 -6%
NYLIM
331
New York Life Investment Management
New York
$4.38M +$130K +717 +3%
MIM
332
Morningstar Investment Management
Illinois
$4.33M +$4.14M +22,783 New
Janus Henderson Group
333
Janus Henderson Group
United Kingdom
$4.3M -$109K -600 -3%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$4.22M +$78.4K +431 +2%
YCM
335
Yousif Capital Management
Michigan
$4.21M -$23.6K -130 -0.6%
NAM
336
Nissay Asset Management
Japan
$4.14M -$36K -198 -0.9%
DADC
337
D.A. Davidson & Co
Montana
$4.12M +$375K +2,063 +11%
PRS
338
Pinkerton Retirement Specialists
Idaho
$4.07M +$847K +4,659 +28%
UM
339
UniSuper Management
Australia
$4.02M +$571K +3,139 +17%
OC
340
Optimas Capital
Hong Kong
$4.01M +$3.84M +21,100 New
TAM
341
Thematics Asset Management
France
$3.73M +$750K +4,122 +27%
RFC
342
Regions Financial Corp
Alabama
$3.72M +$81.1K +446 +2%
ANTB
343
AMG National Trust Bank
Colorado
$3.71M +$3.55M +19,549 New
RPAM
344
Rhenman & Partners Asset Management
Sweden
$3.7M +$1.18M +6,500 +50%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$3.7M +$958K +5,271 +37%
SCM
346
Superstring Capital Management
New York
$3.63M +$3.48M +19,114 New
LWMM
347
Legacy Wealth Management (Mississippi)
Mississippi
$3.63M -$572K -3,144 -14%
Rafferty Asset Management
348
Rafferty Asset Management
New York
$3.58M +$273K +1,499 +9%
CS
349
Cannell & Spears
New York
$3.56M -$5.17M -28,433 -60%
SOADOR
350
State of Alaska Department of Revenue
Alaska
$3.53M -$1.66M -9,112 -33%