1,132 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 72 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:

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.25% more ownership

Funds ownership: 93.13%94.37% (+1.2%)

Holders
1,132
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
Federated Hermes
351
Federated Hermes
Pennsylvania
$4.73M
CIBC World Market
352
CIBC World Market
Ontario, Canada
$4.73M
SAM
353
Steinberg Asset Management
New York
$4.69M
LWMM
354
Legacy Wealth Management (Mississippi)
Mississippi
$4.65M
SP
355
Sherman Porfolios
Idaho
$4.62M
ANTB
356
AMG National Trust Bank
Colorado
$4.47M
OPERF
357
Oregon Public Employees Retirement Fund
Oregon
$4.39M
RFC
358
Regions Financial Corp
Alabama
$4.31M
II
359
Inspire Investing
Idaho
$4.22M
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$4.2M
MIM
361
Morningstar Investment Management
Illinois
$4.16M
Rafferty Asset Management
362
Rafferty Asset Management
New York
$4.13M
MWA
363
Meridian Wealth Advisors
Texas
$4.11M
CS
364
Cannell & Spears
New York
$4.1M
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$4.06M
IRAG
366
Investment Research & Advisory Group
Georgia
$4.05M
WT
367
Whittier Trust
California
$4.04M
GMA
368
Glassy Mountain Advisors
Maryland
$4.01M
BCI
369
Brinker Capital Investments
Pennsylvania
$3.99M
CGH
370
Crossmark Global Holdings
Texas
$3.95M
MFG
371
Merit Financial Group
Georgia
$3.94M
SAM
372
Simplify Asset Management
Nevada
$3.93M
TC
373
Tenere Capital
New York
$3.88M
MWM
374
Modera Wealth Management
New Jersey
$3.87M
SOADOR
375
State of Alaska Department of Revenue
Alaska
$3.83M