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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
351
Pinkerton Retirement Specialists
Idaho
$4.88M
NAM
352
Nissay Asset Management
Japan
$4.86M
Federated Hermes
353
Federated Hermes
Pennsylvania
$4.73M
CIBC World Market
354
CIBC World Market
Ontario, Canada
$4.73M
SAM
355
Steinberg Asset Management
New York
$4.69M
LWMM
356
Legacy Wealth Management (Mississippi)
Mississippi
$4.65M
SP
357
Sherman Porfolios
Idaho
$4.62M
SAM
358
Storebrand Asset Management
Norway
$4.58M
ANTB
359
AMG National Trust Bank
Colorado
$4.47M
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$4.39M
RFC
361
Regions Financial Corp
Alabama
$4.31M
II
362
Inspire Investing
Idaho
$4.22M
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$4.2M
MIM
364
Morningstar Investment Management
Illinois
$4.16M
Rafferty Asset Management
365
Rafferty Asset Management
New York
$4.13M
MWA
366
Meridian Wealth Advisors
Texas
$4.11M
CS
367
Cannell & Spears
New York
$4.1M
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$4.06M
IRAG
369
Investment Research & Advisory Group
Georgia
$4.05M
WT
370
Whittier Trust
California
$4.04M
GMA
371
Glassy Mountain Advisors
Maryland
$4.01M
BCI
372
Brinker Capital Investments
Pennsylvania
$3.99M
CGH
373
Crossmark Global Holdings
Texas
$3.95M
MFG
374
Merit Financial Group
Georgia
$3.94M
SAM
375
Simplify Asset Management
Nevada
$3.93M